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BSA Investment Management ServicesWithdrawal Retirement Request (Only applicable to BSA Pension Preservation/Provident Preservation/Retirement Annuity and Living Annuity)Confidential BSA Investment

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How to fill out withdrawal or retirement request

01

Obtain the withdrawal or retirement request form from the relevant authority or organization.

02

Fill out your personal details such as name, address, contact information, and identification number.

03

Indicate your reasons for requesting withdrawal or retirement.

04

Provide details of your retirement plan or account information.

05

Sign and date the form before submitting it to the appropriate department or office.

Who needs withdrawal or retirement request?

01

Individuals who are planning to retire from their current job.

02

Individuals who are eligible for withdrawing funds from their retirement accounts.

03

Employees who are leaving their current employer and need to request their retirement benefits.

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What is withdrawal or retirement request?

Withdrawal or retirement request is a formal request submitted by an individual to withdraw funds or retire from a certain organization or retirement plan.

Who is required to file withdrawal or retirement request?

Individuals who wish to withdraw funds or retire from a specific organization or retirement plan are required to file a withdrawal or retirement request.

How to fill out withdrawal or retirement request?

To fill out a withdrawal or retirement request, individuals typically need to provide personal information, account details, desired withdrawal amount, and any other relevant information requested by the organization.

What is the purpose of withdrawal or retirement request?

The purpose of a withdrawal or retirement request is to formally initiate the process of withdrawing funds or retiring from a specific organization or retirement plan.

What information must be reported on withdrawal or retirement request?

The information that must be reported on a withdrawal or retirement request typically includes personal details, account information, desired withdrawal amount, reasons for withdrawal or retirement, and any other relevant information requested by the organization.

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