Retirement Plans Documents

This reference guide provides essential retirement information for California State Teacher's Retirement System (CalSTRS) members. It details workshops, planning sessions, and necessary forms for a smooth retirement process. Employees are encouraged to familiarize themselves with the resources available to navigate their retirement benefits effectively.

This form allows you to nominate beneficiaries for your pension annuity. It is used when your annuity includes a guarantee period or value protection. Make sure to keep the details updated to reflect any changes in your personal circumstances.

This application allows members to withdraw their QPP accumulations from the Teachers' Retirement System. Carefully follow the instructions to avoid losing benefits. Ensure all requirements are met before submission.

This file contains the consolidated instructions for the Thrift Savings Plan beneficiary designation. Users can find details on filling out the new combined Form TSP-3. It's essential for participants to understand the implications of their beneficiary designations.

This document outlines SIMPLE IRA plans tailored for small businesses, detailing eligibility criteria and benefits. It serves as a compliance guide for business owners considering retirement plans. Utilize this resource to simplify your retirement planning and ensure compliance.

This file provides detailed information on electing before-tax, Roth, and after-tax contributions to the Personal Investment Plan (PIP). It outlines eligibility requirements and contribution limits for participants. Useful for both clergy and lay individuals looking to manage their retirement savings.

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.