Husband Husband 1. Wife Wife Joint Joint Husband Husband 2. Wife Wife Joint Joint Husband Husband 3. Wife Wife Joint Joint Husband Husband 4. Wife Wife Joint Joint Husband Husband 5. Wife Wife Joint Joint PLANS WITH MONTHLY OR OTHER PAYMENTS (Pension Plans and Other Defined Benefit Plans) PROPOSED First plan Net Value DISTRIBUTION TO Participant: Wife DOB: Husband Plan Name: Husband Wife Date employment began: Date participation began: Is participant still participating? If not, date participation ended: Yes No Amount of Benefit $ Total accrued benefit as of DOS: Monthly Other Weekly PROPOSED Second plan Net Value DISTRIBUTION TO Participant: Wife DOB: Husband Plan Name: Husband Wife Date employment began: Date participation began: Is participant still participating? If not, date participation ended: Yes No Amount of Benefit $ Total accrued benefit as of DOS: Monthly Other Weekly
1. Husband Wife Joint Husband Wife Joint 2. Husband Wife Joint Husband Wife Joint 3. Husband Wife Joint Husband Wife Joint 4. Husband Wife Joint Husband Wife Joint 5. Husband Wife Joint Husband Wife Joint PLANS WITH MONTHLY OR OTHER PAYMENTS (Pension Plans and Other Defined Benefit Plans) First plan Net Value PROPOSED DISTRIBUTION TO Participant: Husband Wife DOB: Plan Name: Husband Wife Date employment began: Date participation began: Is participant still participating? Yes No If not, date participation ended: Total accrued benefit as of DOS: Amount of Benefit $ Monthly Weekly Other Second plan Net Value PROPOSED DISTRIBUTION TO Participant: Husband Wife DOB: Plan Name: Husband Wife Date employment began: Date participation began: Is participant still participating? Yes No If not, date participation ended: Total accrued benefit as of DOS: Amount of Benefit $ Monthly Weekly Other