Get the free 412(i) Client Information Sheet - Pension Advisors Inc

Page 1 Pension Advisors, Inc. 412(i) Client Information Sheet WE KNOW PENSION PLANS Advisor Information Name(s): Split: Agent #: Name(s): Split: Agent #: Name(s): Split: Agent #: Name(s): Split: Agent

How to fill out 412i client information sheet

1. The 412i client information sheet is typically required by insurance companies and financial advisors when setting up a 412i retirement plan for their clients.
2. It is important for the client to provide accurate personal information, such as their full name, address, contact details, and social security number. This information is needed for identification and record-keeping purposes.
3. The client should also provide information regarding their employment status, including their occupation, current employer, and job title. This helps the insurance company and financial advisor understand the client's income and employment history.
4. The client will need to disclose their marital status and provide information about their spouse if applicable. This includes the spouse's name, date of birth, and social security number. This information is necessary to determine spousal benefits and potential survivorship options.
5. Financial information is crucial when filling out the client information sheet. The client should provide details about their income, assets, and liabilities. This includes providing information about their annual salary, other sources of income, and any outstanding debts or loans.
6. The client will also be required to disclose their investment preferences, risk tolerance, and long-term financial goals. This information helps the financial advisor determine the most suitable investment options and strategies for the client's retirement plan.
7. Health information is an essential part of the 412i client information sheet. The client will need to provide details about their health history, including any pre-existing medical conditions or disabilities. This information is necessary for insurance underwriting purposes and to determine any potential health-related benefits.
8. The client may be asked to designate beneficiaries for their 412i retirement plan. They will need to provide the full name, date of birth, and relationship of each beneficiary. It is crucial to keep this information updated to ensure that the client's assets are distributed according to their wishes in the event of their passing.

In conclusion, the 412i client information sheet is necessary for setting up a 412i retirement plan. It requires personal, employment, financial, health, and beneficiary information. Providing accurate and complete information is crucial to ensure that the plan is tailored to the client's specific needs and goals.

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What is 412i client information sheet?

412i client information sheet is a form used to collect information about clients who are involved with a 412i retirement plan.

Who is required to file 412i client information sheet?

Employers or plan sponsors who are offering a 412i retirement plan are typically required to file the 412i client information sheet.

How to fill out 412i client information sheet?

To fill out the 412i client information sheet, employers or plan sponsors must provide detailed information about the plan, participants, contributions, and other relevant data.

What is the purpose of 412i client information sheet?

The purpose of the 412i client information sheet is to ensure compliance with IRS regulations and to provide accurate documentation of the 412i retirement plan.

What information must be reported on 412i client information sheet?

The 412i client information sheet typically requires details about the plan sponsor, plan participants, contributions, investments, and any related transactions.

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