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Pension lump sum withdrawal Please complete this form in black ink using BLOCK letters. This request will be invalid if not signed and dated. Return your signed and completed form to: Club Plus Pension,

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How to fill out pension lump sum withdrawal0718indd

01

To fill out the pension lump sum withdrawal0718indd form, follow these steps:

02

Start by entering your personal information, including your name, address, and Social Security number.

03

Indicate the type of retirement plan from which you're requesting a lump sum withdrawal.

04

Provide details about the specific funds or accounts from which you wish to withdraw.

05

Specify the amount you would like to withdraw and the method of payment (e.g., check, bank transfer).

06

Sign and date the form, affirming that the information provided is accurate and complete.

07

Submit the form to the appropriate authority or financial institution handling your retirement plan.

08

Note: It's recommended to consult with a financial advisor or retirement specialist before making a lump sum withdrawal to understand any potential tax implications or other considerations.

Who needs pension lump sum withdrawal0718indd?

01

Pension lump sum withdrawal0718indd is needed by individuals who have a retirement plan and wish to withdraw a lump sum from their pension. This may be applicable to individuals who have reached the retirement age, have left their employment, or have other qualifying circumstances that allow for a lump sum withdrawal from their pension. It's important to review the specific terms and conditions of your retirement plan to determine if you are eligible for a lump sum withdrawal.

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