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HEALTH INSURANCE CHOICES FOR 2013 For Retirees of the State of New York and Participating Employers, their Enrolled Dependents, COBRA Enrolled with their SHIP Benefits and Young Adult Option EnrolleesDECEMBER
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01
To fill out the form for retirees, follow these steps:
02
Obtain the form from your retirement institution or download it from their website.
03
Read the instructions thoroughly to understand the requirements and necessary information.
04
Gather all the required documents such as your identification, retirement account details, and any supporting documentation.
05
Begin filling out the form by providing personal information like your name, address, and contact details.
06
Enter your retirement account details, including the account number and the type of account you have.
07
Provide information about your previous employment history and retirement benefits.
08
Follow the instructions to calculate and enter the amount of the retirement benefits you are claiming.
09
Double-check all the information provided to ensure accuracy and completeness.
10
Sign and date the form at the designated space.
11
Make a copy of the filled-out form for your records.
12
Submit the form to your retirement institution either in person or through mail as instructed.
13
Follow up with your retirement institution to ensure the form is processed correctly and any additional steps are completed if required.

Who needs for retirees of form?

01
Retirees who are eligible for retirement benefits need to fill out the form.
02
This includes individuals who have reached the retirement age and have met the necessary criteria to receive retirement benefits.
03
The form is required to initiate the process of claiming retirement benefits from the retirement institution.
04
Retirees who wish to start receiving their entitled retirement benefits or make any changes to their existing benefits may need to fill out this form.
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The form is for retirees to report their income and tax information to the IRS.
Retirees who receive income from pensions, annuities, and other retirement accounts are required to file this form.
The form can be filled out electronically or by mail, by providing information about income, deductions, and tax payments.
The purpose of the form is to ensure that retirees accurately report their income and pay the correct amount of taxes.
Retirees must report their total income, deductions, tax withheld, and any additional income sources on the form.
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