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Apr 23, 2018 ... Learn what steps to take if you're planning to retire within one year. ... to submit with your Service Retirement Election Application (PUB 43) (PDF). ... letters with your other

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How to fill out important retirement election information

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Step 1: Gather all necessary documents and information such as your retirement plan details, personal information, and beneficiary information.

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Step 2: Understand the available retirement election options and evaluate each option based on your financial goals, risk tolerance, and future plans.

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Step 7: Submit the completed form to your retirement plan administrator or provider either electronically or through mail.

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Step 8: Keep a copy of the filled-out form for your records.

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Step 9: Follow up with your retirement plan administrator or provider to ensure they have received and processed your election information.

Who needs important retirement election information?

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Individuals who are approaching retirement age and have a retirement plan.

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Beneficiaries who need to provide important information related to a deceased individual's retirement plan.

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