The Menke Plan Administration Manual
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Sample Distribution Forms Packages



1. Lump Sum Cash Distributions - C Corp
No bylaw restriction

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2. Installment Distributions of Cash - C Corp
No bylaw restriction

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3.
Installment Distributions of Cash - C Corp
(Segregated Investments Account)
No bylaw restriction

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4. Lump Sum Cash Distributions - C Corp
Bylaw restriction

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5. Installment Distributions of Cash - C Corp
Bylaw restriction

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6. Installment Distributions of Cash - C Corp
(Segregated Investments Account)
Bylaw restriction

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7. Lump Sum Stock Distribution - C Corp
Bylaw restriction
Repurchase by Company for cash and
promissory note

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8. Lump Sum Stock Distribution - C Corp
Bylaw restriction
Repurchase by Company for cash

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9. Installment Distributions of Stock - C Corp
Bylaw restriction
Repurchase by Company for cash

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10. Lump Sum Stock Distribution - C Corp
Bylaw restriction
Repurchase by Trust for cash and
promissory note

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11. Lump Sum Stock Distribution - C Corp
Bylaw restriction
Repurchase by Trust for cash

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12. Installment Distributions of Stock - C Corp
Bylaw restriction
Repurchase by Trust for cash

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13. Lump Sum Stock Distribution - C Corp
No bylaw restriction
Repurchase by Company for cash and
promissory note

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14. Lump Sum Stock Distribution - C Corp
No bylaw restriction
Repurchase by Company for cash

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15. Installment Distributions of Stock - C Corp
No bylaw restriction
Repurchase by Company for cash

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16. Lump Sum Stock Distribution - C Corp
No bylaw restriction
Repurchase by Trust for cash and
promissory note

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17. Lump Sum Stock Distribution - C Corp
No bylaw restriction
Repurchase by Trust for cash

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18. Installment Distributions of Stock - C Corp
No bylaw restriction
Repurchase by Trust for cash

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19. Lump Sum Cash Distributions – S Corp
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20. Installment Distributions of Cash – S Corp
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21. Installment Distributions of Cash – S Corp
(Segregated Investments Account)

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22. Lump Sum Stock Distribution - S Corp
Bylaw restriction
Repurchase by Company for cash and
promissory note

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23.

 

Lump Sum Stock Distribution - S Corp
Bylaw restriction
Repurchase by Company for cash

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     Download Word File

24. Installment Distributions of Stock - S Corp
Bylaw restriction
Repurchase by Company for cash

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25.

Lump Sum Stock Distribution - S Corp
Bylaw restriction
Repurchase by Trust for cash and
promissory note

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26.

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Lump Sum Stock Distribution - S Corp
Bylaw restriction
Repurchase by Trust for cash

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27. Installment Distributions of Stock - S Corp
Bylaw restriction
Repurchase by Trust for cash

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28. Diversification Distributions - Cash
Distribution - C Corp or S Corp In-Service
Distributions - Cash Distribution - C Corp
or S Corp

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29. Diversification Distributions - Stock
Distribution - C Corp In-Service
Distributions - Stock Distribution - C Corp

No bylaw restriction
Repurchase by Company for cash

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30. Diversification Distributions - Stock
Distribution - C Corp In-Service
Distributions - Stock Distribution - C Corp

No bylaw restriction
Repurchase by Trust for cash

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31. Diversification Distributions - Stock
Distribution - C Corp In-Service
Distributions - Stock Distribution - C Corp

Bylaw restriction
Active participant
Repurchase by Company for cash

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32. Diversification Distributions - Stock
Distribution - C Corp In-Service
Distributions - Stock Distribution - C Corp

Bylaw restriction
Active participant
Repurchase by Trust for cash

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33. Diversification Distributions - Stock
Distribution - C Corp In-Service
Distributions - Stock Distribution - C Corp

Bylaw restriction
Terminated employee
Repurchase by Company for cash

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34. Diversification Distributions - Stock
Distribution - C Corp In-Service
Distributions - Stock Distribution - C Corp

Bylaw restriction
Terminated employee
Repurchase by Trust for cash

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35. Diversification Distributions - Stock
Distribution - S Corp In-Service
Distributions - Stock Distribution - S Corp

Repurchase by Company for cash

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36. Diversification Distributions - Stock
Distribution - S Corp In-Service
Distributions - Stock Distribution - S Corp

Repurchase by Trust for cash

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37. Public Company
Lump Sum Cash Distribution

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38. Public Company
Installment Distributions of Cash

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39. Public Company
Lump Sum Stock Distribution

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40. Public Company
Installment Distributions of Stock

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41. Required Minimum Distributions - C Corp
Distributions in Cash

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42. Required Minimum Distributions - S Corp
Distribution in Cash
Bylaw restriction

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43. Required Minimum Distributions - C Corp
Distributions of Stock
No bylaw restriction
Repurchase by the Company

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44. Required Minimum Distributions - C Corp
Distributions of Stock
Bylaw restriction
Repurchase by the Company

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45. Required Minimum Distributions - C Corp
Distributions of Stock
No bylaw restriction
Repurchase by the Trust

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46. Required Minimum Distributions - C Corp
Distribution of Stock
Bylaw restriction
Repurchase by the Trust

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47. Required Minimum Distributions - S Corp
Distributions of Stock
Bylaw restriction
Repurchase by the Company

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48.

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Required Minimum Distributions - S Corp
Distributions of Stock
Bylaw restriction
Repurchase by the Trust

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