Get the free Pre-Retirement Catch-up Notification - 457(b)
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Print Clear Pre-Retirement Catch-up Notification 457(b) Mail Address: MassMutual Retirement Services PO Box 1583 Hartford, CT 06144-1583 Group Number: Overnight Mail Address: MassMutual Retirement
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How to fill out pre-retirement catch-up notification
How to fill out pre-retirement catch-up notification?
01
Get the necessary form from your employer or retirement plan administrator.
02
Fill in your personal information, such as name, address, and employee identification number.
03
Indicate the specific catch-up contribution amount you want to make for the current year.
04
Provide any supporting documentation required, such as proof of age if applicable.
05
Sign and date the form before submitting it to the appropriate party.
Who needs pre-retirement catch-up notification?
01
Individuals who are eligible to make catch-up contributions to their retirement plans.
02
This typically includes employees who are age 50 or older and have already maximized their regular contribution limits.
03
Eligibility may vary depending on the specific retirement plan and employer policies.
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What is pre-retirement catch-up notification?
The pre-retirement catch-up notification is a form that allows individuals who are nearing retirement age to make additional contributions to their retirement accounts beyond the normal limits set by the Internal Revenue Service (IRS).
Who is required to file pre-retirement catch-up notification?
Individuals who are eligible to make catch-up contributions to their retirement accounts must file the pre-retirement catch-up notification.
How to fill out pre-retirement catch-up notification?
To fill out the pre-retirement catch-up notification, individuals must provide their personal information, details of their retirement account, and specify the amount they want to contribute as catch-up contributions.
What is the purpose of pre-retirement catch-up notification?
The purpose of the pre-retirement catch-up notification is to inform the IRS and the retirement account custodian of an individual's intent to make additional contributions as catch-up contributions before their retirement.
What information must be reported on pre-retirement catch-up notification?
The pre-retirement catch-up notification requires reporting of personal information, such as name, address, and Social Security number, as well as details of the retirement account and the desired amount for catch-up contributions.
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