UPDATED ACTUAL QUESTIONS AND
CORRECT ANSWERS
Types of Distributions - CORRECT ANSWER Termination
In-Service
QDRO
Corrective
Parties Involved in a Distribution - CORRECT ANSWER Plan Sponsor
Distributee
Service Providers
The Distribution Process - CORRECT ANSWER Application, Notice & Consent
Transfer of Funds
Service Providers
Forms of Distributions - CORRECT ANSWER Lump Sum
Installments
Annuities
Transfers/Rollovers
Required Forms of Distribution - DB & MP - CORRECT ANSWER (QJSA/QPSA Required)
Required Forms of Distribution - PS & 401(K) - CORRECT ANSWER (QJSA/QPSA may be
required)
Required Forms of Distribution - PS/401(k) Merged W/MP - CORRECT
ANSWER (QJSA/QPSA Required)