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Portability Form Part I 1)Name of policyholder/ insured(s)2)Date of Birth/ Age3)Address of policyholder/ insured(s)4)Details of existing Insurer i. Name of the Product ii. Sum Insured iii. Cumulative
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To fill out portability-form-26th-sept-2013, follow these steps:
02
Start by entering your personal information such as your name, address, and contact details.
03
Provide your current employer's information, including their name, address, and contact details.
04
Indicate the date of your employment start and end with the current employer.
05
Fill in your previous employer's details if applicable, including their name, address, and contact details.
06
Specify the dates of your employment start and end with the previous employer.
07
Provide information about your pension plan, such as the name of the plan, the date it started, and your membership or employee number.
08
Indicate if you have made any contributions to the pension plan and the amount.
09
Confirm whether you have received any benefits or payments from the pension plan and provide details if applicable.
10
Sign and date the form to certify the accuracy of the information provided.
11
Submit the completed form to the appropriate authority or organization as instructed.

Who needs portability-form-26th-sept-2013?

01
Anyone who wishes to transfer their pension from one plan to another or wants to consolidate multiple pensions into a single plan can use portability-form-26th-sept-2013. This form is typically required by pension providers, financial institutions, or employers to process the transfer or consolidation of pension funds.
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It is a form used to transfer the unused portion of a deceased spouse's estate tax exemption to the surviving spouse.
The surviving spouse of a deceased individual who wants to transfer the unused estate tax exemption.
The form must be completed accurately and submitted to the IRS along with any supporting documentation.
The purpose is to allow a surviving spouse to use any unused portion of their deceased spouse's estate tax exemption.
The form requires details about the deceased spouse's estate and the amount of exemption being transferred.
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