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401(k) Rollover Statement Form (PDF, 1,307K) 401kroll.pdf

1) Use this form in order to rollover funds from another retirement plan into the Equity-League 401(k) Plan.

2) Fill out the form and attach the check for the amount of the rollover contribution. The check must be made out to MassMutual. If you are a non-participant, please pay special attention to the Investment Selection and Beneficiary Designation sections of the form. Please note that a "non-participant" is someone who has a 401(k) Plan with the Equity-League but is not currently employed under a contract that participates in the 401(k) Plan.

3) Sign above the line labeled "Participant" and fill in the date.

4) Please mail the completed form along with your rollover contribution to:

Equity-League 401K Trust Fund
Attn: Retirement Services Department
165 W 46 St., 14th Floor
New York, NY 10036-2582
Fax Number: (212) 869-3323
Email: 401K@equityleague.org

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©2001, 2002 Equity League Pension and Health Funds This site does not change or otherwise interpret the official Plan documents. To the extent that any of the information contained in this website is inconsistent with the official Plan documents (which, of course, includes the Trustees' rights to amend or modify the Plans at any time), the plan documents will govern in all cases. No official (other than the Trustees) has any authority to interpret the Plans, or other official Plan documents, or to make any promises to you about them. Terms of Use | Privacy Policy