
Get the free Special Three-Year Catch-up Provision - Personnel Services
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457 Deferred Compensation PlansPreRetirement Matchup Form
Use the enclosed form to declare your Normal Retirement Age (NRA) and initiate retirement catch up contributions to your current employers
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How to fill out special three-year catch-up provision

How to fill out special three-year catch-up provision
01
Determine if you are eligible for the special three-year catch-up provision.
02
Obtain the necessary forms from the appropriate provider.
03
Fill out the forms accurately and completely, making sure to include all required information.
04
Submit the completed forms within the specified time frame to take advantage of the provision.
Who needs special three-year catch-up provision?
01
Individuals who have missed contributions to their retirement accounts in previous years and want to catch up on their savings.
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What is special three-year catch-up provision?
The special three-year catch-up provision allows individuals to catch up on their retirement savings by contributing more than the annual limit for up to three years.
Who is required to file special three-year catch-up provision?
Individuals who have not been able to contribute the full amount to their retirement accounts in previous years are required to file the special three-year catch-up provision.
How to fill out special three-year catch-up provision?
To fill out the special three-year catch-up provision, individuals must indicate the additional amount they wish to contribute for each of the three years.
What is the purpose of special three-year catch-up provision?
The purpose of the special three-year catch-up provision is to allow individuals to make additional contributions to their retirement savings to make up for missed contributions in previous years.
What information must be reported on special three-year catch-up provision?
The special three-year catch-up provision must include the additional contribution amounts for each of the three years.
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