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Plan Sponsor further instructs Great -West to process, without Plan Sponsor's further approval, <br />all requests, received in good order and in a manner acceptable to Great -West, for distributions <br />from Alternate Payee accounts established before or after the Effective Date. Plan Sponsor <br />instructs Great -West to calculate any Alternate Payee's QDRO amount based solely on the <br />Participant's account records on Great -West's recordkeeping system, and to reject any QDRO <br />that specifies a valuation date prior to the Effective Date. <br />Plan Sponsor agrees to make determinations with respect to any orders received that are not <br />materially similar to the model QDRO form for reasons other than the inclusion of a valuation <br />date that precedes the Effective Date." <br />4. A new Section J. shall be added to the end of Section III. as follows: <br />"J Distributions Due to Unforeseeable Emergencies <br />Plan Sponsor hereby instructs land authorizes Great -West to process, without Plan <br />Sponsor's further approval, all Participant requests, received in good order and in a manner <br />acceptable � totGreat-West.ifor i distributions due to unforeseeable emergency resulting in a <br />severe financial hardship to the Participant or Beneficiary that cannot be alleviated by any other <br />means.available to the Participant. Great -West shall only process such requests if they meet <br />the safe harbor defined, in the Treasury Regulations, as described below. Plan Sponsor further <br />instructs Great -West to rely on any and all representations made by a Participant in a request. <br />The following situations shall qualify for a distribution under this section: <br />1. An illness or accident of the Participant or Beneficiary, the Participant's or Beneficiary's <br />spouse, or the Participant's or Beneficiary's dependent (as defined in Code §152, and for <br />taxable years beginning on or after January 1, 2005, without regard to §152(b)(1), (b)(2) and <br />(d)(1)(B)): <br />2. Loss of the Participant's or Beneficiary's property due to casualty; <br />3. The following extraordinary and unforeseeable circumstances, if they arise as a result of <br />events beyond the control of the Participant or Beneficiary: <br />a) The imminent foreclosure of or eviction from the Participant's or Beneficiary's primary <br />residence; <br />b) The need to pay for medical expenses, including nonrefundable deductibles, as well as <br />the cost of prescription drug medication; and <br />c) The need to pay for the funeral expenses of a spouse or a dependent (as defined in <br />Code §152, and for taxable years beginning on or after January 1, 2005, without regard to <br />§152(b)(1), (b)(2) and (d)(1)(B)) of Participant or Beneficiary. <br />Except in extraordinary circumstances, the following are examples of situations that shall NOT <br />qualify for a distribution under this section: <br />1. Purchase of real estate; <br />2. Payment of college tuition; <br />3. Unpaid rent or mortgage payments, except in the event of imminent foreclosure <br />or eviction; <br />4. Unpaid utility bills; <br />5. Loan repayments; <br />City of Santa Ana Service Agreement Amend No 3 <br />25M-4 <br />