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SOCIAL SERVICE EMPLOYEES UNION LOCAL 371Annuity1501 BROADWAY, SUITE 450 NEW YORK, N.Y. 10036 (212) 777 9000Fund Dear Participant: Please find a Rollover Notice regarding Plan Payment and an Annuity

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How to fill out wrs pension account rolloverrefund

01

Contact your employer's HR department or the Wisconsin Retirement System (WRS) directly for the necessary forms and instructions for a rollover or refund.

02

Fill out the required forms accurately and completely, making sure to provide all requested information.

03

Submit the completed forms to the appropriate office either by mail or online, following any specific submission instructions provided.

Who needs wrs pension account rolloverrefund?

01

Individuals who have a pension account with the Wisconsin Retirement System (WRS) and are looking to either rollover or request a refund of their funds.

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What is wrs pension account rolloverrefund?

WRS pension account rollover refund refers to the process of transferring or refunding funds from a Wisconsin Retirement System pension account to another retirement account or to the account holder directly.

Who is required to file wrs pension account rolloverrefund?

Individuals who are withdrawing or transferring funds from their WRS pension account are required to file a rollover refund request.

How to fill out wrs pension account rolloverrefund?

To fill out a WRS pension account rollover refund request, individuals need to complete the necessary forms provided by the Wisconsin Retirement System and submit them along with any required documentation.

What is the purpose of wrs pension account rolloverrefund?

The purpose of a WRS pension account rollover refund is to allow individuals to move their retirement funds to another qualified retirement account without incurring tax penalties.

What information must be reported on wrs pension account rolloverrefund?

The rollover refund request must include details such as the amount to be transferred or refunded, the receiving account information, and any applicable tax withholding preferences.

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