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PENSION CHANGE REQUEST INTERFACE TRANSFER/INVESTMENT OPTION FOR SEG PLANS Pension0005 Version 1.4 15March05 SECTION A TO BE COMPLETED BY THE MEMBER (PLEASE PRINT) MEMBER NAME MEMBER NO. LAST FIRST
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How to fill out pension change request interfund:

01
Obtain the pension change request interfund form from your pension provider. This form may be available online or you may need to request a physical copy.
02
Fill out your personal information accurately in the designated fields. This includes your full name, address, contact information, and any relevant identification numbers.
03
Indicate the reason for the pension change request interfund. Provide a clear and concise explanation of why you are requesting the change. It could be due to a job change, retirement, or other qualifying events.
04
Specify the current pension fund you are enrolled in and the desired pension fund you wish to transfer to. Include the full name and any necessary identification numbers for both funds.
05
Attach any supporting documents required by the pension provider. This may include proof of eligibility for the requested change, such as a termination letter from your previous employer or proof of retirement.
06
Review the completed form carefully to ensure all the information provided is accurate and up-to-date. Double-check that you have correctly filled in all the required fields.
07
Sign and date the form. Make sure to read any accompanying instructions or disclosures before signing to ensure you understand the terms and conditions of the pension change request.

Who needs pension change request interfund?

01
Individuals who want to transfer their pension funds from one fund to another may need a pension change request interfund. This could include individuals changing jobs and wanting to transfer their pension benefits to a new employer's fund or individuals seeking a better investment option within their existing pension provider.
02
Retirees who wish to switch their pension funds to a different investment vehicle may also require a pension change request interfund. This could be to align their investment strategy with changing market conditions or to take advantage of better retirement income options offered by a different fund.
03
Individuals who experience a significant life event, such as getting married or divorced, may need a pension change request interfund to update their pension beneficiary. This ensures that the correct person receives the pension benefits in the event of the individual's death.
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Pension change request interfund is a form used to request changes to pension fund allocations.
Pension plan participants are required to file pension change request interfund.
Pension change request interfund can be filled out by providing requested information and signatures.
The purpose of pension change request interfund is to make changes to pension fund allocations.
Information such as current fund allocations, requested changes, and participant details must be reported on pension change request interfund.
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INTERFUND Pension0005 15March05 Accumulator SEG fluctuate Moderate

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