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PHIYX PIMCO Total Return Instl. PTTRX CCOERA Book Value Fund. N/A Fidelity Select Money Market Portfolio. Incoming Direct Rollover 401 a Plan CCOERA 401 A Plan Participant Information 98721-01 Do not complete the Investment Option Information portion of this form if you elected to have your account professionally managed by Advised Assets Group LLC AAG. If you have not yet elected to have your account professionally managed by AAG and would like to enroll in the Managed Accounts Service call...
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How to fill out ccoera form
How to fill out CCOERA form:
01
Start by gathering all necessary documentation and information, such as your personal details, employment information, and beneficiary information.
02
Read the instructions carefully to understand the specific requirements of the form.
03
Begin filling out the form by providing your full name, address, contact information, and Social Security number.
04
Provide your employment details, including the name of your employer, your job title, and the dates of your employment.
05
Indicate whether you are applying for retirement, disability, survivor, or an additional benefit.
06
If applicable, provide information regarding your beneficiary, such as their name, relationship to you, and contact details.
07
Fill out the financial section if required, which may include information about your pension contribution or your estimated benefit.
08
Double-check all the information you have entered on the form for accuracy and completeness.
09
Sign and date the form, and follow any additional instructions provided for submission.
Who needs a CCOERA form:
01
Any employee who is a member of CCOERA (Colorado County Officials and Employee Retirement Association) may need to fill out a CCOERA form.
02
Employees who are eligible for retirement, disability benefits, survivor benefits, or any other additional benefits offered by CCOERA will need to fill out the respective form.
03
CCOERA forms may also be required for employees who wish to update their beneficiary information or make any changes to their pension contributions.
It is important to consult the official CCOERA website or directly contact their customer service for accurate and up-to-date information on the specific forms and requirements for your particular situation.
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