Retirement Plans Documents

This file contains the application form for NYCERS members wishing to purchase service credit for time worked before their membership. It outlines the eligibility criteria, required documentation, and submission instructions. Users can apply through a secure online portal or by mail for their convenience.

This document outlines the Defined Contribution Retirement Plan. It includes the Basic Plan Document and Adoption Agreement provisions. Ideal for employers and participants looking to understand the retirement plan setup.

This file provides comprehensive information regarding the superannuation retirement application process in Massachusetts. It includes detailed instructions on filing your application, eligibility requirements, and necessary documentation. Use this guide to navigate the retirement application process smoothly.

This file provides essential information and instructions for filling out the North Carolina Total Retirement Plans Form 703 related to short-term disability benefits. Users must report any earnings while receiving these benefits each month. It is crucial for maintaining eligibility for benefits.

This file offers information about 401(k) loans and hardship withdrawals to help users understand the implications and procedures involved. It provides general considerations, borrowing guidelines, and hardship withdrawal conditions. Use this guide to make informed decisions about accessing your 401(k) savings.

This form allows Civil Service employees to make voluntary contributions to their retirement plans. It is essential for individuals wishing to enhance their retirement benefits. Accurate completion will ensure eligibility for additional annuity purchase.

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.