Retirement Plans Documents

This file is a direct deposit instruction form provided by the Teachers' Retirement System of Louisiana. It is essential for benefit recipients setting up or modifying direct deposit accounts. The form requires specific information to ensure accurate processing of benefit payments.

This document is an application for membership in the Maryland State Retirement and Pension System. It provides necessary details for proper enrollment. Applicants should follow the instructions to ensure correct submission.

This document provides instructions for completing the Nationwide OBRA/PST Withdrawal Form. It includes essential information on eligibility and submission guidelines. Follow the provided steps to ensure a smooth withdrawal process.

This file serves as an application for approval of § 403(b) pre-approved retirement plans. It provides a structured format for applicants to submit their plan details and necessary documentation. Ideal for plan sponsors and practitioners looking to ensure compliance with IRS regulations.

This file contains essential information to roll over your retirement funds to a Transamerica IRA. It includes steps to complete the rollover process and important tax withholding details. Use this form to ensure your financial future is secure.

This document provides essential information on how to file a claim for your retirement benefits. It outlines the obligations of your plan and the procedure to claim your retirement benefits under ERISA. Understanding this process is crucial for participants in employment-based retirement plans.

This file provides essential information on applying for a survivor annuity through the Railroad Retirement Board. It explains the required events and terms related to the annuity process. Users should read it to ensure eligibility and understand the application process.

This document provides essential FAQs and cost examples regarding the actuarial military service credit purchase options under Minnesota State Retirement System. It serves as a guide for eligible members interested in understanding their options. Detailed instructions are included to assist users in navigating the process smoothly.

This document provides detailed rollover instructions for Vanguard's 403(b), 401(a), and 401(k) retirement plans. It includes necessary forms and important steps to follow for a successful rollover. Ideal for participants looking to transfer funds from their previous employer's retirement plan.

This document provides essential instructions for retired members to complete the Defined Benefit Supplement Application. It outlines eligibility, election choices, and submission details. A must-read for accurate benefit processing.

This document is essential for participants in the North Carolina 401(k) Plan looking to enroll. It includes important information regarding contributions, investment options, and beneficiary designations. Ensure your details are accurately filled out to avoid delays in processing.

This form is used for requesting a one-time or periodic distribution of retirement funds from SchoolsFirst FCU or Nationwide Retirement. Ensure completion for tax purposes and timely processing. Follow the provided instructions for accurate submissions.