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This Fact Sheet provides retirement information to SURS members who have elected either the Traditional or Portable Benefit Packages.

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How to fill out retirement annuity fact sheet

How to fill out RETIREMENT ANNUITY FACT SHEET

01

Begin by providing your personal details, including your name, address, and contact information.

02

Specify the type of retirement annuity you are filling out the fact sheet for.

03

Include the start date of the annuity and the expected retirement age.

04

List your contributions: detail how much you contribute periodically (monthly, annually, etc.).

05

Indicate how the contributions will be invested (e.g., stocks, bonds, mutual funds).

06

Include information about any employer contributions, if applicable.

07

Outline the fees associated with the annuity, such as management fees or exit fees.

08

State the expected monthly income at retirement and any guarantees or features of the annuity.

09

Review and confirm all details are accurate before submission.

Who needs RETIREMENT ANNUITY FACT SHEET?

01

Individuals planning for retirement who want to understand their retirement savings options.

02

Financial advisors needing a standardized form to evaluate clients' retirement annuities.

03

Employers offering retirement plans to their employees to ensure compliance and guidance.

04

Anyone considering starting a retirement savings plan to assess their financial future.

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What is RETIREMENT ANNUITY FACT SHEET?

The Retirement Annuity Fact Sheet is a document that provides essential information about an individual's retirement annuity, including its features, benefits, and terms.

Who is required to file RETIREMENT ANNUITY FACT SHEET?

Individuals who have retirement annuities and are subject to reporting requirements are generally required to file the Retirement Annuity Fact Sheet.

How to fill out RETIREMENT ANNUITY FACT SHEET?

To fill out the Retirement Annuity Fact Sheet, you need to provide accurate personal information, details about the annuity, investment options, and other financial data as required by the form.

What is the purpose of RETIREMENT ANNUITY FACT SHEET?

The purpose of the Retirement Annuity Fact Sheet is to ensure transparency and provide clear information regarding retirement annuities to assist individuals in understanding their retirement planning options.

What information must be reported on RETIREMENT ANNUITY FACT SHEET?

The information that must be reported on the Retirement Annuity Fact Sheet includes personal identification details, investment choices, contributions made, expected benefits, and any charges or fees associated with the annuity.

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