Retirement Plans Documents

This fact sheet provides vital information about rolling over funds from the Thrift Savings Plan to eligible retirement plans. Learn about the eligibility requirements, contribution methods, and distribution rules. Essential for federal employees and service members considering their retirement options.

This file provides essential guidance on rolling over your 401(k) from a previous employer. Learn about the benefits and steps involved in managing your retirement funds efficiently. The document also includes contact information for assistance.

This form is for participants who wish to opt out of automatic enrollment in the retirement plan. Participants must complete this form within 90 days of their first automatic deferral. Ensure that all information is accurate for successful processing.

This document provides essential instructions for completing the BlackRock IRA Rollover Certification Form. It is crucial for participants looking to perform an eligible rollover from another IRA or retirement plan. Ensure that you understand the requirements and processes detailed within this form.

Form 5305A-SEP is a salary reduction simplified employee pension plan used by employers. It allows employees to make elective deferrals to their retirement accounts. Follow the guidelines to ensure proper filling and compliance.

This Withdrawal Kit provides essential resources and instructions for completing the separation from employment process. It includes the necessary forms and a guide to ensure that your withdrawal request is processed smoothly. Follow the included steps carefully to avoid delays in accessing your funds.

This file provides information on the OregonSaves Retirement Savings program, including benefits, enrollment instructions, and the opt-out process. Users can learn about setting up their accounts, managing contributions, and the associated fees.

The CCCERA Spousal Waiver Form allows a spouse or California Registered Domestic Partner to waive CCCERA survivor benefits. The form must be completed in blue or black ink and submitted as an original document. Notarization is required.

This file provides detailed instructions on how to open a pension account under NPS through eNPS using either Aadhaar or PAN for KYC verification. It covers the requirements, steps for registration, and options for eSign or print and courier submission. Additionally, it includes specific steps for NRI subscribers.

This file serves as a comprehensive guide for enrolling in the Jack in the Box Easy$aver Plus Plan. It covers eligibility, contribution options, and investment choices for retirement savings. Essential reading for employees looking to secure their financial future.

Form 5305-SEP allows employers to set up Simplified Employee Pension plans for their eligible employees. These plans provide a way to contribute towards employees’ retirement savings. This form should be kept for records and not submitted to the IRS.

This file provides comprehensive instructions on how to request a hardship withdrawal from the UA Local 190 Defined Contribution Plan. It outlines the necessary documentation and procedures required for submission. Ensure you follow the guidelines closely to avoid delays in processing your request.