• T10 Slips

Distributing T10 slips

The plan administrator or trustee should send copy 1 to

with any T10 Summary and T10 Segment (if applicable) no later than 60 days after the end of the calendar quarter in which the employee ceases to be a member, in the case of the first three calendar quarters.

The plan administrator or trustee should give copy 2 to the plan member no later than 60 days after the end of the calendar quarter in which the employee ceases to be a member, in the case of the first three calendar quarters.

The plan administrator or trustee has until the end of January to send copies 1 and 2 in the case of the last calendar quarter.

Keep copy 3 for your records.