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FUND MEMBER REGISTRATION FORM ATTENDEE REGISTRATION EVENTS REGISTRATION m Trustee Educational Seminar (TEDS) Early-Bird Registration Fees (through April 2) Registration Fees (after April 2 or on-site)
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How to fill out fund member registration form
How to fill out a fund member registration form:
01
Start by carefully reading the instructions provided on the form. Make sure you understand the requirements and information needed.
02
Begin by filling in your personal details such as your full name, date of birth, and contact information including address, phone number, and email.
03
Provide your Social Security number or other identification numbers as requested.
04
Fill in your employment details, including your current employer, job title, and any previous employment history that may be required.
05
If applicable, provide information about your spouse or dependents who may be covered by the fund.
06
Next, indicate your investment preferences or options for the fund. This may include choosing between different investment strategies or allocating percentages of your contributions.
07
Fill in any beneficiary information, specifying who should receive your fund benefits or assets in case of your demise.
08
If prompted, provide your banking details for direct deposit purposes.
09
Carefully review the completed form for any errors or missing information. Ensure that all the necessary sections have been filled out accurately.
10
Finally, sign and date the form to attest to the accuracy of the provided information.
Who needs a fund member registration form?
01
Individuals who are joining a new retirement fund or pension scheme typically need to fill out a fund member registration form. This includes employees who have become eligible for a workplace pension plan.
02
Individuals who are changing jobs and need to transfer their pension benefits to a new fund may be required to complete a fund member registration form for the new pension scheme.
03
People who wish to update their personal or beneficiary information, or make changes to their investment preferences within an existing fund, may also need to fill out a fund member registration form.
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