Instructions. If your spouse consents to waive the Qualified Joint and Survivor Annuity, please have a Notary Public witness, sign and date.
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1 09/01/2014 LO720001DISTSCN
2 Instructions 1. Please read this document carefully. 2. Fill in the appropriate blanks. 3. Sign and date. If your spouse consents to waive the Qualified Joint and Survivor Annuity, please have a Notary Public witness, sign and date. 5. Return to: Voya Financial Attn: Lockheed Martin Savings Plan Information Center P. O. Box Jacksonville, FL /01/2014 LO720001DISTSCN 2
3 Here a comparison of theto QPSA to other Here isisa comparison of other payment formspayment in the Plan: forms in the Plan: Optional Form Lump Sum Benefit Amount of Distribution $165, Months (Installment method) $1,000 per month QPSA 50% Joint and Survivor Annuity 75% Joint and Survivor Annuity $946 per month Optional Form Lump Sum Benefit $921 per month Amount of Distribution $221, Months (Installment method) $1,338 per month QPSA 50% Joint and Survivor Annuity 75% Joint and Survivor Annuity $1,366 per month Optional Form Lump Sum Benefit Relative Value N/A $1,322 per month Amount of Distribution $296,851 Relative Value N/A 300 Months (Installment method) $1,791 per month QPSA 50% Joint and Survivor Annuity 75% Joint and Survivor $2,011 per month 09/01/2014 Relative Value N/A $1,934 per month LO720001DISTSCN
4 Sample Annuity Factor Table To estimate the approximate monthly payment you would receive under a QJSA, divide your MP component balance, which is available from the Savings Plan Information Line (voice response system) or the Savings Plan Web Tool, by the a nnuity factor below that most closely approximates your situation. Determine your age and, if you are married, your spouse s age as of the birthday nearest your Benefit Commencement Date. If none of the examples closely approximates your situation, you may obtain a more accurate factor from the Plan Administrator. MARRIED PARTICIPANT Annuity Annuity Annuity Participant s Spouse s Factor Factor Factor Age Age at 4% at 7% at 10% UNMARRIED PARTICIPANT Annuity Annuity Annuity Participant s Factor Factor Factor Age at 4% at 7% at 10% Note: These annuity factors are based on the 1983 Unisex Individual Annuity Mortality Table, assuming 4%, 7%, and 10% interest rates. The insurance company from which the annuity contract is purchased may use different factors. Different factors will produce a different monthly payment. Also, your actual monthly payment will be based on the market value of your MP component when your distribution request is processed. The result obtained by dividing your MP component balance by the annuity factor represents the approximate monthly payment you will receive during your lifetime starting as of your Benefit Commencement Date. If you are married, one-half of the result represents the approximate monthly payment your spouse will receive after your death, if your spouse survives you. For example, if you and your spouse both are 65 and your MP component balance is $10,000, your approximate monthly payment, using the 7% interest rate, is $72.46 [10, ] and the approximate monthly payment to your surviving spouse is $ If you are unmarried, age 65, and the non-esop portion of your MP component balance is $10,000, your approximate monthly payment is $77.52 [$10, ]. Also, it is important to remember that an additional cost of obtaining the annuity from the insurance company will lower the monthly payment you estimate. 09/01/2014 LO720001DISTSCN 4
5 09/01/2014 LO720001DISTSCN
6 Your Agreement I, am the spouse of (name of participant s spouse) (name of participant) I understand that I have the right to have the Salaried Savings Plan pay my spouse s retirement benefits in the QJSA payment form, and I agree to give up that right. I understand that by signing this agreement, I may receive less money than I would have received under the QJSA payment form and I may receive nothing after my spouse dies, depending on the payment form (or beneficiary) that my spouse chooses. I agree that my spouse can receive retirement benefits in the form of a (insert form of benefit selected from choices in Section 2) I also agree to my spouse s choice of (name of beneficiary) as the beneficiary who will receive benefits from the plan after my spouse dies. I understand that my (% of survivor benefit that will be paid to beneficiary) spouse cannot choose a different form of retirement benefits (or a different beneficiary) unless I agree to the change. I understand that I do not have to sign this agreement. I am signing this agreement voluntarily. I understand that if I do not sign this agreement, then my spouse and I will receive payments from the plan in the QJSA payment form. A Notary Public must witness and provide a Notary s Witness for Spouse s Signature. Spouse s Signature Spouse s Social Security Number Date Signed Notary Public (Witness for Spouse s Signature) Date Signed Return both pages of completed form to: Voya Attn: Lockheed Martin Savings Plan Information Center P.O. Box Jacksonville, FL /01/2014 LO720001DISTSCN 6
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