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Nationwide Funds Retirement Account Application for New Accounts Roth IRA Traditional IRA Spousal IRA SEP IRA Simple IRA INSTRUCTIONS Complete all applicable sections of this form Read the Nationwide

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How to fill out retirement account application for

How to fill out retirement account application:

01

Gather necessary documents: Before starting the application, gather all the required documents such as identification proof, Social Security number, employment information, and financial details.

02

Choose the type of retirement account: Decide on the type of retirement account you want to open, such as an Individual Retirement Account (IRA), 401(k), or a pension plan. Each account type has different eligibility criteria and benefits.

03

Research and select a financial institution: Research different financial institutions that offer retirement accounts and compare their fees, investment options, and customer service. Choose the one that aligns with your financial goals and preferences.

04

Fill out personal information: Provide your personal details, including your full name, date of birth, address, and contact information. Ensure all information is accurate and up-to-date.

05

Provide employment details: If you are currently employed, you will need to provide information about your employer, such as the company name, your job title, and duration of employment. If you are self-employed, you may need to provide additional documentation.

06

Choose investment options: Depending on your retirement account type, you might have the option to select specific investment choices for your contributions. Consider your risk tolerance and long-term goals when making these decisions.

07

Nominate beneficiaries: Designate individuals who will receive your retirement account assets in the event of your passing. Ensure you have their full names, Social Security numbers, and their relationship to you.

08

Review and sign the application: Before submitting the application, carefully review all the information provided to ensure its accuracy. Once you are satisfied, sign the application form, acknowledging that all information is true and correct to the best of your knowledge.

Who needs a retirement account application for?

01

Individuals planning for retirement: A retirement account application is necessary for individuals who are preparing for their retirement and want to start saving and investing funds.

02

Employees with workplace retirement plans: Employees who have access to employer-sponsored retirement plans, such as 401(k) or pension plans, may need to fill out a retirement account application to participate in these programs.

03

Self-employed individuals: Self-employed individuals, such as freelancers or business owners, need to fill out a retirement account application to open a retirement account, as they do not have access to employer-sponsored plans.

In summary, anyone who wants to save and invest for their retirement should consider filling out a retirement account application. This includes individuals planning for retirement, employees with workplace retirement plans, and self-employed individuals.

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