Get the free Retirement Plan Selection Form for New Members. As a new STRS Ohio member, you have ...
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RETIREMENT PLAN SELECTION FORM FOR NEW MEMBERS Please complete both sides of form. Section 1 Personal Data (please print or type) Name FirstMiddleLastSocial Security number Gender Male FemaleAddress
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How to fill out retirement plan selection form
How to fill out retirement plan selection form
01
Start by reading the instructions provided with the retirement plan selection form.
02
Gather all the necessary information required to fill out the form, such as personal details, employment details, and financial information.
03
Begin by filling out the personal information section, which may include your name, address, date of birth, and Social Security number.
04
Provide your employment details, such as the name of your employer, your job title, and the duration of your employment.
05
Next, fill out the financial information section, which may include details about your current retirement savings, your desired contribution amount, and your investment preferences.
06
Review the form for accuracy and completeness before submitting it.
07
Sign and date the form as required.
08
Make a copy of the filled-out form for your records.
09
Submit the completed form to the appropriate recipient, such as your employer or retirement plan administrator.
10
Keep a copy of the receipt or confirmation of submission for future reference.
Who needs retirement plan selection form?
01
Anyone who is eligible for a retirement plan and wishes to participate in it needs to fill out a retirement plan selection form.
02
This form is typically required by employers who offer retirement plans, such as 401(k) or pension plans.
03
Employees who are joining a new company or are newly eligible for a retirement plan may need to fill out this form to indicate their intentions and preferences.
04
Individuals who want to make changes to their existing retirement plan selections may also need to submit a new form.
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What is retirement plan selection form?
The retirement plan selection form is a document used to choose or switch retirement plans.
Who is required to file retirement plan selection form?
Employees who are eligible for a retirement plan and need to make a selection or change are required to file the retirement plan selection form.
How to fill out retirement plan selection form?
The retirement plan selection form typically requires the employee to provide personal information, choose a retirement plan option, and sign and submit the form to the employer.
What is the purpose of retirement plan selection form?
The purpose of the retirement plan selection form is to allow employees to make informed decisions about their retirement savings and select the plan that best suits their needs.
What information must be reported on retirement plan selection form?
The retirement plan selection form may require information such as employee name, date of birth, social security number, plan options, beneficiary designation, etc.
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