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YOUR SMART RETIREMENT MEMBER KIT Near Retirement2018 THE BENEFIT OF A LIFETIMEYour TimelineDear Casts member, This timeline of events from the year before you retire up to your first benefit payment
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To fill out your smart retirement member, follow these steps:
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Gather all the necessary documents such as your identification, employment history, and financial information.
03
Access the smart retirement member application form online or collect a physical copy from your retirement plan provider.
04
Provide personal information, including your full name, date of birth, and contact details.
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Enter your employment history, including the dates of employment, job titles, and salary information for each position.
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Provide your financial information, including the details of your retirement savings and any other investments.
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Review the completed form for accuracy and make any necessary corrections.
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Sign and date the form to certify its authenticity and completeness.
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Submit the filled-out form to your retirement plan provider either via mail or online submission.
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Keep a copy of the completed form for your records.
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Follow up with your retirement plan provider to ensure the form is processed correctly and to address any additional requirements or requests.

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Overall, anyone who wants to take control of their retirement planning and make informed decisions about their financial future can benefit from your smart retirement member.
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