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Group Retirement Plan Election Form Employee Name:Personnel Number:Retirement Plan Election: (choose either the Defined Benefit Plan or Defined Contribution Plan) Check only one: I elect the Defined

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How to fill out group retirement plan election

01

Step 1: Obtain the necessary forms from your employer or retirement plan administrator.

02

Step 2: Read the instructions carefully to understand the information required and any deadlines for submission.

03

Step 3: Fill out personal information, such as your name, date of birth, and employee identification number.

04

Step 4: Provide details about your retirement plan options, such as the contribution amount and investment choices.

05

Step 5: Review the beneficiary designation section and designate who will receive the retirement plan benefits in case of your death.

06

Step 6: Sign and date the form, acknowledging that the information provided is accurate and complete.

07

Step 7: Submit the completed form to your employer or retirement plan administrator within the specified timeframe.

08

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

Who needs group retirement plan election?

01

Employees who are part of a company or organization that offers a group retirement plan.

02

Employees who want to participate in the retirement plan and avail its benefits.

03

Employees who are eligible and meet the requirements set by the employer or retirement plan administrator.

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