Your guide to making distribution elections for your BP non-qualified savings plan account(s) on Fidelity NetBenefits.
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1 Your guide to making distribution elections for your BP non-qualified savings plan account(s) on Fidelity NetBenefits. Getting Started To access the Fidelity NetBenefits website: Enter into your Web browser. Enter your username and password. Click Log In. In order to update your non-qualified pension elections please use the forms in the BP Non-Qualified Plans Overview on BP LifeBenefits or Fidelity NetBenefits. Note: If this is your first time visiting the site, click the Register Now link to begin the quick set-up process. For questions regarding Fidelity NetBenefits or for information on your BP pension and savings plans, please call BP Retirement Services at Fidelity at Representatives are available from 7:30 a.m. :00 p.m. Central time Monday through Friday, excluding market holidays. Screen shots for illustrative purposes only.
2 Setting up your profile Now that you're logged in and ready to go, it's time to set up your Profile. You can access Profile from the expanded main menu button or the navigation bar that runs along the top of the site. Within Profile, you can manage: o Your NetBenefits username, password, and security questions o Your and phone number o Information about your beneficiaries You can also select delivery (or edelivery) of certain communications to help ensure that you receive them quickly and securely. 2 When you keep your contact information up to date, you can access your account more securely from any device, any time. And Fidelity can quickly contact you to verify sensitive transactions. Screen shots for illustrative purposes only. 2
3 Navigate to the appropriate BP non-qualified savings plan Contributions to your qualified BP savings plan are subject to: o The IRS 40(a)(7) annual compensation limit, which includes all of your eligible pay for the year, and o The annual additions limit, which is a total of your before tax, after tax, Roth 40(k), company match and nonelective contributions (if applicable). Contributions, including company match, in excess of the IRS annual additions limit are directed into the applicable BP nonqualified savings plan for additional information refer to the contribution limits in your Employee Handbook on LifeBenefits. Distribution elections must be made separately for each nonqualified savings plan and each class year. Follow the steps below to begin the distribution election process:. Click the Retirement Savings tile to display a list of all of your BP savings plans. 2. Select the applicable BP non-qualified plan to access the account summary and transactional screens. Note: The Summary screen will appear for the selected account. 2 Screen shots for illustrative purposes only. 3
4 Access your distribution options From the Summary screen:. Select the Distributions tab to view or make your distribution elections for your Post-2004 Company Matching contribution. 2. Click the Change Elections link to display your distribution elections for the current plan year, as well as prior eligible plan years. 2 Note: Prior plan years during which you were eligible to contribute to a BP non-qualified savings plan will appear below the current plan year, in descending order. 3. Click the Select Payment Options to access the distribution options for the selected plan year. Note: Click the Change link to change your distribution elections for prior plan years. If you did not make an election for a prior year, the Select Payment Options link will be displayed. 3 Screen shots for illustrative purposes only. 4
5 Select your distribution options From the Distribution Elections screen:. Select when you want to receive your distribution. For the upcoming plan year, the earliest you can receive your distribution is 6 months following your separation from BP. Please see the BP Non-Qualified Plans Overview for information on changing your distribution options for prior plan years. Note: All benefits must be distributed from the plan no later than 80 months following separation from service. Any plan benefit remaining at the end of this 80 month period will be distributed to you in a lump sum. 2. Select how your want to receive your distribution, as a lump sum payment or in monthly, quarterly or annual installments. Note: If you select monthly, quarterly or annual installments, you must also select the payment duration, in year(s). 3. Click Continue to review and confirm your election. 3 2 Screen shots for illustrative purposes only. 5
6 Review and submit your distribution options. Review your distribution elections for the plan year. 2. Click the Submit button to confirm and submit your distribution elections. Note: The confirmation screen will appear and provide a confirmation number. After your distribution elections have been processed, Fidelity will send an notification to the address provided through the Fidelity NetBenefits website. Please make sure your e- mail address is valid. Please refer to the BP Non-Qualified Plans Overview for a summary of the terms and conditions of the BP non-qualified plans. The BP Non-Qualified Plans Overview is available on Fidelity NetBenefits and LifeBenefits. 2 Screen shots for illustrative purposes only. 6
7 View Your Prior Distribution Elections If desired, you can view your previous distribution elections. You may view elections by source or investment and also by year of payment or year of contribution. Review your distribution elections for the plan year. Follow the steps below to view your prior distribution elections:. Click the Retirement Savings tile to display a list of all of your BP savings plans. Note: The Summary screen will appear for the selected account. 2. Select the applicable BP non-qualified plan to access the account summary and transactional screens. Screen shots for illustrative purposes only. 7
8 View Your Prior Distribution Elections From the Summary screen: 3. Click the View details here link to view your Distribution election report. 3 Screen shots for illustrative purposes only. 8
9 View Your Prior Distribution Elections 4. You may view elections by source or investment and also by year of payment (Distribution Election tab) or year of contribution (Contribution Year). 5. The Effective Date column notes which elections have been on file at least 2 months (are current) and which elections are pending (waiting the 2-month effective period). 4 5 Reminder: Keep in mind that investing involves risk. The value of your Savings Plan account(s) will fluctuate over time and you may gain or lose money. This plan is an unfunded, nonqualified plan, and no funded account has been established for you. Any account is only a recordkeeping account that records your deferred compensation and any notional earnings applicable to your deferred compensation. In the event of a bankruptcy or insolvency, you would be an unsecured, general creditor of the employer or service recipient. For more information on the plan, please refer to the plan documents. For more information on the Plan, please refer to the BP Non-Qualified Plans Overview. Fidelity NetBenefits FMR LLC. User All Guide rights reserved. Screen Fidelity shots Brokerage for illustrative Services purposes LLC, Member only. NYSE, SIPC, 900 Salem Street, Smithfield, 9 RI
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