Retirement Plan Documents Templates

This is a formal statement taxpayers should use to report their income correctly in case they did not receive the main documentation they are expected to file.

This Form is used for requesting a distribution as a qualified reservist in the state of Delaware.

This document outlines the plan for providing assisted living services in Alaska. It includes details on the services offered, facilities, and care provided to residents.

This is a formal statement filled out by the organization that manages certain retirement accounts to inform the recipient of the distribution about the income they generated and report the details to tax organizations.

This form should be filled out by one-participant plans and by foreign plans. You are not required to file the form with attachments or schedules. File this form for an annual return if you do not file it electronically on a related Form 5500-SF.

This document provides a list of the top 10 strategies to prepare for retirement, including saving money, investing, and planning for healthcare costs.

This document provides a list of the top 10 ways to prepare for retirement. It includes helpful tips and strategies for ensuring a secure and comfortable retirement.

This Form is used for corrections officers in Arizona to make corrections to their retirement plan.

This form is used for designating retirement plan elections for non-higher education employment in Connecticut.

This Form is used for applying for retirement benefits in the state of Connecticut.

This Form is used for making a joint election to split pension income in Canada. It is available in large print for easier reading and accessibility.

This form is used for the Corrections Officer Retirement Plan in the state of Arizona.

This document is used for designating beneficiaries for the Pera Smartsave plan in the state of New Mexico. It allows individuals to specify who will receive their savings upon their death.

This Form is used for making investment elections for defined contribution plans in Nebraska.

This document is for part-paid firefighters in Montana who have the option to elect membership in the Firefighters' Unified Retirement System (FURS).

This Form is used for summarizing the Thrift Savings Plan.

This document is used by retirees in South Carolina to notify the relevant authorities of their election decisions.

This Form is used for deferring sick and vacation time for 403b retirement plans in the state of Delaware.

This Form is used for the Arizona Corrections Officer Retirement Plan application for retirement benefits.

This Form is used for dividing marital property through a qualified domestic relations order before retirement in Kentucky.