Get the free Pre-Retirement Information Verification PIV - ok
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*Please submit this cover letter and checklist of the forms and documents enclosed with this request* MAIL TO: Oklahoma Teachers Retirement System PO Box 53524 Oklahoma City, OK 73152-3524 ATTENTION:
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How to fill out pre-retirement information verification piv
How to fill out pre-retirement information verification PIV:
01
Obtain the pre-retirement information verification (PIV) form from your employer or retirement service provider.
02
Carefully read and understand the instructions provided on the form. Make sure you have all the necessary documents and information required to complete the PIV accurately.
03
Begin by filling out your personal information section, which typically includes your full name, social security number, date of birth, and contact information.
04
Next, provide details about your current employment status, such as your job title, department, and duration of employment.
05
Specify the retirement date or estimated date if applicable, including any early retirement options you may be considering.
06
Provide information about your retirement plans, such as the type of pension or retirement account you hold, beneficiary details, and any additional retirement benefits you may have.
07
Include information about any other income sources you may have during retirement, such as Social Security, annuities, or investments.
08
If you have any outstanding loans, indicate the amount and specify if it will be repaid by retirement.
09
Review the completed form thoroughly to ensure accuracy and completeness.
10
Sign and date the form as required.
11
Submit the PIV form to the designated authority or retirement service provider, following their instructions for submission.
Who needs pre-retirement information verification PIV?
01
Employees who are planning for retirement and need to verify their pre-retirement information.
02
Individuals who are eligible for pension benefits or have retirement accounts.
03
Anyone seeking to ensure the accuracy and completeness of their retirement information before finalizing their retirement plans.
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