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Applying for a Withdrawal |
| PROCEDURES FOR APPLYING FOR WITHDRAWAL FROM THE ANNUITY FUND
Note: Begin this process at least 90 days prior to your anticipated retirement date.
- Determine whether you meet the criteria for withdrawing from Fund (see Article V) of the Plan Document.
- Contact the Fund Office with questions.
- Contact the Fund Office
for Application for Final Distribution and
Separation of Notice.
- Meet with Merrill Lynch and/or your personal financial advisor.
- Complete the
Application for Final Distribution and
Separation of Notice return
both forms to the Fund Office.
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