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A Guide to CalPERSWhen You Change Retirement Systematic page intentionally left blank to facilitate double-sided printing. TABLE OF CONTENTS Introduction. . . . . . . . . . . . . . . . . . . . . .

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How to fill out when you change retirement

01

Start by updating your retirement plan with the new retirement age.

02

Calculate the impact of the change on your retirement savings and income.

03

Adjust your contribution levels to ensure you can still meet your retirement goals.

04

Review and update your investment strategy based on the new retirement timeline.

05

Consider consulting with a financial advisor to help you navigate the changes and make informed decisions.

06

Notify your employer or retirement plan provider about the change in retirement age.

07

Stay informed about any changes in retirement laws or regulations that may affect your retirement plans.

Who needs when you change retirement?

01

Anyone who is planning for retirement and has experienced a change in their expected retirement age needs to make adjustments.

02

Individuals who have a company-sponsored retirement plan or are actively contributing to a retirement account need to update their plans accordingly.

03

People who want to ensure they have enough savings and income during retirement should take the necessary steps when they change retirement.

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What is when you change retirement?

When you change retirement refers to the act of making adjustments to your retirement plan or age at retirement.

Who is required to file when you change retirement?

Individuals who are making changes to their retirement plan or retirement age are required to file when they change retirement.

How to fill out when you change retirement?

When changing retirement, you must fill out the necessary forms provided by your retirement plan provider or the relevant government agency.

What is the purpose of when you change retirement?

The purpose of when you change retirement is to ensure that any adjustments made to your retirement plan are properly documented and recorded.

What information must be reported on when you change retirement?

When you change retirement, you must report details of the changes made, such as the new retirement age or adjustments to your retirement savings.

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