Completing Your NEAP Normal Application

Do you have questions about completing your NEAP Normal Application? Please follow the instructions below to complete your application in its entirety. We’ve highlighted the most common mishaps to help you successfully submit a completed application

First, page 4 details the documents you can use to prove your age.

On page 5 indicate whether you are single, married, or divorced. You must select one of these items. Also, if you are or have been divorced, list your previous spouses.

Next, on page 6, provide the name of your present or most recent NEAP employer, your home local and the last day you worked for this employer.

Next on page 7, check option 1 if you choose to receive your benefit as a lump sum payment. Then circle any of options A-D. You must choose at least one of these options.

Go to page 8 if you choose to select a monthly benefit, indicate your account balance on line 2. You must then choose one of selections A-D. If you select option D, you may choose from the selections below.

Next on page 9, your spouse needs to complete the Spouse Option form if your account balance exceeds $5,000.

Moving on to page 10, complete the Designation of Beneficiary form if you chose a monthly benefit.

Have your spouse complete the Spouse’s Consent section below only if you intend to designate a beneficiary other than your spouse.

Turn to pages 11 and 12. If you plan to rollover your NEAP benefit into an IRA or defined contribution plan, your financial institution must complete the IRA or the defined contribution rollover authorization. Have your Plan official sign the form including their name and title.

On page 13 you’ll find a required Direct Deposit form used for payment of your monthly benefit. Remember to print your name and sign the form.

Finally, on page 15 remember to sign your completed NEAP application.

Page 16 is another look at the documents we need to expedite the application process. Once you complete your application please thoroughly review it before submitting it to our office.

Thank you for using our application tutorial.

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