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RETIREMENT OPTION FORM Because you are retiring, you need to tell the Fund what to do with your retirement savings. It is important that you understand your options and make the right decision for

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What is form two-pot retirement system?

The two-pot retirement system is a retirement savings model that allows individuals to maintain two separate accounts for their retirement funds: one for mandatory contributions and another for voluntary contributions, promoting flexibility in retirement planning.

Who is required to file form two-pot retirement system?

Individuals who participate in the two-pot retirement system and have made mandatory or voluntary contributions to their retirement funds are required to file the form.

How to fill out form two-pot retirement system?

To fill out the form, individuals need to provide personal identification details, specify the amounts contributed to both pots, and declare any relevant information regarding withdrawals or transfers between accounts.

What is the purpose of form two-pot retirement system?

The purpose of the form is to report contributions, track retirement savings, and ensure compliance with the regulations related to the two-pot retirement system.

What information must be reported on form two-pot retirement system?

The form requires reporting of personal information, contribution amounts to each pot, any withdrawals made, and details of any transfers between the pots.

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