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This form is to be used for distributions due to Termination of Employment/Retirement, In-service/Retirement, Total & Permanent Disability, or Plan Termination. Please complete this form in its entirety.
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What is This is to be used for distributions due to Termination of Employment/Retirement, In-Service/Pre-Retirement, Total & Permanent Disability, or Plan Termination Form?

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This form is used to report tax information to the IRS.
Taxpayers who have income from various sources are required to file this form.
This form can be filled out either manually or electronically, following the instructions provided by the IRS.
The purpose of this form is to report income, deductions, credits, and other tax-related information to the IRS.
Information such as income, deductions, credits, and other tax-related details must be reported on this form.
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