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My Lump Sum Decision Worksheet For a complimentary assessment of your FCA lump sum or monthly pension offer please fill out the following worksheet and email to: info ljpr.com, mail to: JPR Financial

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How to fill out my lump sum decision

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Step 1: Gather all the necessary documents, such as your lump sum decision form and any supporting documents.

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Step 2: Carefully read and understand the instructions provided with the form.

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Step 3: Start filling out the form by providing your personal information, such as your full name, address, and contact details.

04

Step 4: Follow the prompts on the form to indicate your preferred lump sum option and provide any additional required information.

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Step 5: Double-check all the information provided to ensure accuracy and completeness.

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Step 6: Sign and date the form at the designated section.

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Step 7: Make copies of the filled-out form and keep them for your records.

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Step 8: Submit the completed form to the relevant authority or organization as instructed, either by mail or in person.

Who needs my lump sum decision?

01

Individuals who are eligible for a lump sum decision as per the applicable rules and regulations.

02

People who want to receive a one-time payment instead of regular installments.

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Those who have carefully considered their options and have decided that a lump sum payment is the most suitable choice for their circumstances.

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What is my lump sum decision?

Your lump sum decision is the choice to receive a one-time payment of a specific amount instead of receiving periodic payments.

Who is required to file my lump sum decision?

You are required to file your own lump sum decision.

How to fill out my lump sum decision?

Your lump sum decision can typically be filled out through the appropriate forms provided by the organization offering the lump sum option.

What is the purpose of my lump sum decision?

The purpose of your lump sum decision is to allow you to receive a large sum of money upfront instead of receiving it in smaller increments over time.

What information must be reported on my lump sum decision?

Your lump sum decision form may require you to report your personal information, the amount you wish to receive as a lump sum, and any other relevant details.

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