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FRS INVESTMENT PLAN ACKNOWLEDGEMENT OF BENEFICIARY DESIGNATION*DC0003* Please PRINT clearly, using blue or black ink. Last 4 digits of SSNLast NameBirth DateDaytime TelephoneMobile Telephone((//)First
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How to fill out frs investment plan acknowledgement

01
Obtain the FRS investment plan acknowledgement form from the appropriate source.
02
Read the form carefully and ensure you understand all the information provided.
03
Fill out your personal details such as name, address, contact information, etc.
04
Provide information about your investment plan including the name of the plan, account number, and investment amount.
05
Sign and date the form to acknowledge that the information provided is accurate.
06
Submit the completed form to the designated individual or department as per the instructions provided.

Who needs frs investment plan acknowledgement?

01
Any individual who is participating in the FRS investment plan needs to fill out the investment plan acknowledgement form. This form is essential for recording and confirming the details of the investment plan chosen by the individual.
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FRS investment plan acknowledgement is a formal document that certifies the acknowledgment of the investment plan by the Florida Retirement System and assures compliance with applicable regulations.
Employers and participants in the Florida Retirement System who are utilizing the investment plan are required to file the FRS investment plan acknowledgement.
To fill out the FRS investment plan acknowledgement, individuals must provide relevant personal information, details about the investment plan, and any required signatures as dictated by the form's instructions.
The purpose of the FRS investment plan acknowledgement is to confirm that participants understand the terms of the investment plan and to ensure compliance with regulatory requirements.
The FRS investment plan acknowledgement must report participant identification details, investment choices, compliance confirmations, and signatures where necessary.
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