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AUTOMATIC WITHDRAWAL PLAN APPLICATION IMPORTANT INFORMATIONPLEASE READ Do not use this form for IRA or Keogh plans. For assistance in completing this form, please call 18006456561. A $5,000 minimum

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How to fill out automatic investments - retirement

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Automatic investments for retirement refer to a systematic process where funds are automatically deducted from an individual's bank account or paycheck and invested into a retirement account, such as a 401(k) or IRA, without the need for manual intervention.

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When setting up automatic investments, individuals may need to provide personal information such as their Social Security number, employment details, contribution amount, banking information for withdrawals, and investment preferences.

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