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PRE-RETIREMENT CATCH-UP FORM 457 DEFERRED COMPENSATION PLANS Use the enclosed form to declare your Normal Retirement Age (NRA) and initiate pre-retirement catch-up contributions to your current employer
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How to fill out pre-retirement catch-up form

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How to fill out pre-retirement catch-up form:

01
Start by obtaining the pre-retirement catch-up form from your employer or retirement plan administrator. This form is typically available on the website of your retirement plan or can be obtained by contacting the plan administrator directly.
02
Carefully read through the instructions provided with the form. Make sure you understand the eligibility requirements and any specific guidelines for completing the form.
03
Begin filling out the form by providing your personal information such as your name, address, Social Security number, and date of birth. This information is necessary to identify your account and ensure proper documentation.
04
Indicate the retirement plan or account for which you are requesting the pre-retirement catch-up contribution. This could be a 401(k), 403(b), IRA, or any other eligible retirement plan.
05
Determine the amount of catch-up contribution you want to make. The pre-retirement catch-up contribution is an additional contribution that individuals aged 50 or older can make to their retirement accounts in addition to the regular contribution limit. Check the current catch-up contribution limit imposed by the IRS for the particular retirement plan you are enrolled in.
06
Specify the source of the catch-up contribution. This could be from your regular salary or from other eligible compensation such as bonuses or commissions. Consult the instructions or contact your employer or plan administrator to understand the options available to you.
07
Sign and date the form to certify the accuracy of the information provided. Failure to sign the form may result in a delay in processing your catch-up contribution request.
08
Submit the completed form to your employer or plan administrator as instructed. Make sure to retain a copy for your records.

Who needs pre-retirement catch-up form:

01
Individuals who are 50 years of age or older and are enrolled in a retirement plan or account that offers the pre-retirement catch-up contribution option.
02
Employees who want to increase their retirement savings by contributing additional funds to their retirement accounts beyond the regular contribution limit imposed by the IRS.
03
Individuals who are looking to maximize their retirement savings as they approach their retirement age or have fallen behind on their savings goals.
Note: The availability and specific rules regarding the pre-retirement catch-up contribution option may vary depending on the type of retirement plan or account. It is advisable to consult with your employer or plan administrator to determine your eligibility and understand the applicable rules and limits.
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Pre-retirement catch-up form is a form that allows individuals over a certain age to make additional contributions to their retirement savings.
Individuals who are approaching retirement age and want to boost their retirement savings are required to file pre-retirement catch-up form.
To fill out the pre-retirement catch-up form, individuals need to provide their personal information, details of their retirement accounts, and specify the amount they wish to contribute as catch-up contributions.
The purpose of pre-retirement catch-up form is to allow individuals nearing retirement age to make additional contributions to their retirement savings and potentially increase their account balances.
On the pre-retirement catch-up form, individuals must report their personal information, details of retirement accounts, and specify the amount they wish to contribute as catch-up contributions.
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