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801 Plum Street, Suite 328, Cincinnati, Ohio 45202 P 513 352 3227 F 513 352 1520 retirement@cincinnatioh.govAUTHORIZATION FOR DIRECT DEPOSIT OF RETIREMENT PAYMENTRETIREMENTPensioner Name:Last 4 SSN:Address:City:Phone
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Obtain the contact CRS - retirement form from the official website or your local retirement office.
02
Fill in your personal information, including your name, address, and contact details.
03
Provide your retirement account information, including account numbers and plan types.
04
List any beneficiaries and their relationship to you, if required.
05
Review the completed form for accuracy and completeness.
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Submit the form via the specified method, whether online, by mail, or in person.

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Individuals approaching retirement age who need to consolidate or update their retirement information.
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Current retirement account holders looking to change their contact details or beneficiary information.
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Financial advisors assisting clients with retirement planning.
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Employers managing retirement plan enrollment and updates for their employees.
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The contact CRS - retirement refers to the Common Reporting Standard (CRS) form specifically designed for retirement accounts, which facilitates the exchange of information between countries to improve tax compliance.
Individuals and entities holding retirement accounts that fall under the jurisdictions that have adopted the CRS, or those who have foreign account interests, are required to file the contact CRS - retirement.
To fill out the contact CRS - retirement, individuals must provide personal identification details, account information, and financial data as required by the specific form guidelines, ensuring all information is accurate and complete.
The purpose of the contact CRS - retirement is to promote tax transparency by requiring financial institutions to report the financial information of account holders to their respective tax authorities.
Information that must be reported includes the account holder's name, address, tax identification number, date of birth, and details about the retirement account such as balance and transaction information.
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