Please note that the checklist for local employers to use when employees terminate employment has been updated. It now provides 2020 plan year information. You can download and print the checklist from the ETF website.
This checklist is a resource for you to walk through with your employee before they leave employment. ETF recommends that both you and your employee sign the checklist once completed. You should keep a copy of the completed form for your records; it does not need to be returned to ETF.