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Stepping into Retirement Instructions for the PER Retirement Application T his booklet will help you understand the vital decisions you will have to make to apply for retirement benefits. All necessary

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What is stepping into retirement?

Stepping into retirement is the process of transitioning from working life to retirement.

Who is required to file stepping into retirement?

Employees who are reaching retirement age and are preparing to retire are required to file stepping into retirement.

How to fill out stepping into retirement?

Stepping into retirement is typically filled out by completing a retirement application form provided by the employer or retirement plan administrator.

What is the purpose of stepping into retirement?

The purpose of stepping into retirement is to officially notify the employer or retirement plan administrator of the employee's intention to retire and begin the process of receiving retirement benefits.

What information must be reported on stepping into retirement?

Stepping into retirement form typically requires information such as the date of retirement, desired retirement benefits, and beneficiary information.

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