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All Early Retirees (65) Disclosure Form$0_DO_5_RX$0_DO_5_RX (DISC) Home Region: CaliforniaPrincipal benefits for Kaiser Permanent Traditional Plan(10/1/179/30/18)Accumulation Period The Accumulation
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All early retirees are individuals who have chosen to stop working before reaching the traditional retirement age.
Employers are required to file all early retirees who were participants in their retirement plans.
All early retirees can be filled out using the necessary forms provided by the IRS or through an online filing system.
The purpose of filing all early retirees is to report the distribution of retirement benefits to the IRS for tax purposes.
Information such as the amount of the distribution, the name and social security number of the retiree, and any tax withheld must be reported on all early retirees.
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