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165 West 46th Street, Suite 812 New York, NY 100362582 Phone: (212) 8699380 or (800) 3445220 Fax: (212) 8691824 Website: www.equityleague.orgPRERETIREMENT SPOUSAL REJECTION FORMULAS CHECK EITHER A

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How to fill out pre-retirement spousal rejection form

01

Obtain the pre-retirement spousal rejection form from your retirement plan administrator.

02

Fill in your personal details like name, address, social security number, and date of birth.

03

Provide details about your spouse, including their name, social security number, and date of birth.

04

Clearly state your decision to reject spousal benefits in the designated section of the form.

05

Sign and date the form before submitting it to the retirement plan administrator.

Who needs pre-retirement spousal rejection form?

01

Individuals who are married but do not wish to receive spousal benefits from their retirement plan.

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What is pre-retirement spousal rejection form?

Pre-retirement spousal rejection form is a form that allows a spouse to waive their right to receive a portion of the retirement benefits of their partner.

Who is required to file pre-retirement spousal rejection form?

The spouse who wishes to waive their right to the retirement benefits is required to file the pre-retirement spousal rejection form.

How to fill out pre-retirement spousal rejection form?

The form must be completed by providing personal information, including names, contact information, and signatures of both spouses.

What is the purpose of pre-retirement spousal rejection form?

The purpose of the form is to formally document the spouse's decision to waive their right to the retirement benefits of their partner.

What information must be reported on pre-retirement spousal rejection form?

The form usually requires information about both spouses, their marriage, and their decision to waive the retirement benefits.

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