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AP 7380 Retiree Health Benefits All Employees
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Policy document outlining health benefits continuation for eligible employees upon retirement from the College.
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Supplemental agreement outlining terms and conditions for customer trading on Australian stock exchanges including ASX and Chi-X.
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Application For Old Age Security Pension Canada
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Form for reporting and contributing apprentice training hours and fees for various trades in Southern California.
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Federal Resource Guide Real Life Considerations For Older Adults Taxes
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CollegeInvest Direct Portfolio College Savings Plan Agent AuthorizationLimited Power Of Attorney
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OP 95 5 02 Backward Deferred Retirement Option Plan (Back DROP)
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Benefit Distribution Request
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S. 60 Education Savings Accounts For Military Families Act Of 2023
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Indiana Housing And Community Development Authority Donor Contribution Form
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CalPERS 1008 Direct Payment Authorization
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CalPERS Special Power Of Attorney
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CAPITAL REQUEST FORM
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Catholic Charities Contribution Form
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Cellairis 2021 FDD
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Central States Pension Fund Retirement Declaration
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California Employers Retiree Benefit Trust Sub Account Contribution Form
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Certificated Resignation Form
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Certificate Of Deposit Purchase Form
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PAYROLL DEDUCTION FORM
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Change Of Address Form
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Change Of Address Or Name Form
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Change Of Address Form
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Change Of Address For Inactive Members
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Change Of Address For Retirees
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BlackRock Change Of Registration Form
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Request For Charitable Contribution
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Charitable Contribution Form
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SUNY Charitable Giving Campaign Deduction Form
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Retirement Checklist
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Checklist For ResigningRetiring Employees
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Checklist For ResigningRetiring Employees
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Checklist To Enroll In Retiree Health Insurance
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COPERS Change Of Address Form
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Contribution Form
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State Contribution Form
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Business And Investment Facilitation Stepping Stones To Digital Government
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Community Investment Tax Credit (CITC) Guidance
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City Of Takoma Park MD Enrollment And Contribution Form
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Payroll Deduction Form
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Contribution Form
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Gift Form
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Widow Pension Application
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Colorado State Withholding Certificate For Pension Or Annuity Payments
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CONTRIBUTION FORM
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Neighborhood Council Funding Contribution Form Fiscal Year 2019 2020
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Neighborhood Council Funding Contribution Form
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Contribution Form
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Enrollment And Contribution Form
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Payroll Deduct Roth IRA Contribution Form
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Form for employees to authorize payroll deductions for Roth IRA contributions with specific contribution limits and guidelines.
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Contribution Confirmation Form
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Contribution Form
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Contribution Form
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Account No. Contribution Form
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McLaren Flint Foundation Contribution Form
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Fundraising form for making charitable donations to McLaren Flint Foundation with multiple designated giving options.
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Seventh Tradition Contribution Form
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Truman State University Contribution Form
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A detailed form for making financial contributions to various Truman State University funds and programs.
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Contribution Form
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Comprehensive form for making contributions to various retirement and investment accounts including IRA, SEP, SIMPLE, and 401(k)
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Contribution Form
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Donation form for collecting financial contributions to support the New York Landmarks Conservancy, a non-profit organization.
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Contribution Form
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Lock Out Contribution Form
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CONTRIBUTORY PENSIONGRATUITY APPLICATION FORM
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Contribution Form
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APPLICATION CITY OF MENTOR COMMUNITY REINVESTMENT AREA TAX EXEMPTION PROGRAM
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Application for tax exemption for new structures or remodeling projects in the City of Mentor's Community Reinvestment Area program.
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Investment Management Agreement
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Legal agreement between an investor and Credicorp Capital Advisors, LLC for investment management services
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Tabor College Contribution Form
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A form for making financial contributions to Tabor College through credit card or electronic funds transfer.
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Credit Card Payment Authorization Form
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Contribution Form
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CVS Caremark Prescription Benefits Guide
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A guide providing six strategies for saving money and time on prescription medications through CVS Caremark's pharmacy benefits program.
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Employment Contact Form
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Form for tracking employment contacts and job search activities for retirement system participants.
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Duquesne Club Charitable Foundation Contribution Form
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A form for making tax-deductible donations to the Duquesne Club Charitable Foundation with multiple giving options and fund designations.
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Title 32 Employee Benefits Part VII Public Employee Deferred Compensation
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Comprehensive definitions for Louisiana's public employee deferred compensation plan, detailing account balances, administrators, beneficiaries, and related terms.
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DD FORM 2656
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A military form for establishing retired pay accounts, beneficiary designations, and Survivor Benefit Plan elections for military personnel.
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DEATH BENEFIT APPLICATION FORM
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A form for processing retirement and terminal benefits for deceased retirement savings account (RSA) holders and their next of kin.
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STATE EMPLOYEES DEFERRED COMPENSATION PLAN ENROLLMENT FORM
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Official form for Illinois state employees to enroll in or modify their deferred compensation retirement plan contributions and investment selections.
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STATE OF VERMONT STATE EMPLOYEE DEFERRED COMPENSATION PLAN EMPLOYEE REQUEST FOR PAYROLL DEDUCTION
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Form for Vermont state employees to request payroll deductions for a retirement investment program under Section 457(b)
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DEFINED BENEFIT PLAN BENEFICIARY NOMINATION FORM
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Legal document for nominating beneficiaries for a defined benefit pension plan through the State Employees' Retirement System (SERS)
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DEFINED BENEFIT PLAN CHANGE OF ADDRESS FORM
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A form for SERS members to update their mailing address for retirement benefits communication.
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Defined Contribution Plan Division Form
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A legal document used to divide retirement plan assets during divorce or legal separation proceedings, capturing plan and participant details for asset division.
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DependantS Pension Application Form
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A form for Nestl European Pension Fund members to nominate a financial dependent to receive pension benefits in the event of the member's death.
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Service Credit Purchase
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A comprehensive guide for Denver employees about purchasing service credit to enhance retirement benefits through the Denver Employees Retirement Plan.
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Application For Direct Equity Investment (DFC 001B)
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An official form for submitting an application for direct equity investment through the United States International Development Finance Corporation.
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Franchise Investment Law Notice Of Exemption
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Official state form for filing franchise investment law exemption with California Department of Financial Protection and Innovation
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COPERS Direct Deposit Form
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A form for Phoenix city employees to set up direct deposit for their pension checks with banking details and authorization.
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Direct Deposit Information And Instructions
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A form for electing electronic funds transfer for payments from Wespath, a general agency of The United Methodist Church.
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Authorization For Direct Deposit Of Retirement Payment
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Form for setting up direct deposit of retirement payments from the City of Cincinnati Retirement System
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Direct Deposit Form
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Form for Los Angeles Fire & Police Pension members to establish, change, or cancel direct deposit of pension payments.
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City Of Austin Employees Retirement System Direct Deposit Form
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Form for retired City of Austin employees to set up electronic monthly annuity payments to a chosen financial institution.
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SBCERS Direct Deposit Authorization
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Form for authorizing direct deposit of retirement allowance with Santa Barbara County Employees' Retirement System
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Direct Deposit Authorization Form
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A form for setting up electronic funds transfer for NEBF benefit payments to a participant's bank account.
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Form 61 (Rev July 2021) UNITED ASSOCIATION NATIONAL PENSION FUND DIRECT DEPOSIT AUTHORIZATION FORM
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Form for authorizing direct deposit of pension fund benefits and providing bank account details for benefit payments.
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Payroll Direct Deposit Request Form (For Retirees Beneficiaries)
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Form for retirees and beneficiaries to set up or change direct deposit for pension payments with Employees' and Elected Officials' Retirement Systems.
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Direct Deposit Authorization Form
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Form for authorizing direct deposit of retirement benefits for Alameda County Employees' Retirement Association members.
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ACHform 2022
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A form for pension plan members to set up or modify direct deposit banking information for retirement benefits.
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Direction Of Investment Non Qualified Accounts
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A form for directing investment purchases in non-qualified accounts with specific documentation requirements for various investment types.
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DIRECTION OF INVESTMENT
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A comprehensive form for directing investment assets and providing account and contact information for investment processing.
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Direct RolloverTransfer To ICMA RC Form
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A form for transferring retirement plan assets between providers, specifically to an ICMA-RC account.
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Disability Allowance To Service Retirement Application
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A form for CalSTRS members transitioning from disability allowance to service retirement, providing instructions for benefit conversion.
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Disability Application Glossary Of Terms
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A comprehensive guide defining key terms and requirements for disability retirement applications for public employees in Massachusetts.
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FLIT Invest LLC Discretionary Portfolio Management Agreement
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A legal agreement between FLIT Invest LLC and a client for discretionary investment portfolio management services through a mobile app platform.
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QP Distribution Notice
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A comprehensive notice explaining distribution options and tax consequences for retirement plan participants.
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Retirement Scheme Divorce Benefit Information Form
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A form collecting member details for potential benefit distribution in the event of a divorce order affecting a retirement fund
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Retirement Scheme Divorce Benefit Information Form
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A form for collecting member information related to potential benefit distribution in the context of a divorce order
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LEGAL ENTITY REGISTRATION FORM
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Form for legal entities to register with the French Financial Markets Authority (AMF) for alternative investment fund management.
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DONATION APPROVAL FORM
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A form for documenting and obtaining approval for donations to the Board of Education.
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City Of Antioch Police Department Donor Contribution Form
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A form for individuals to make financial contributions to various police department programs and initiatives
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Donation Form
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A form for documenting monetary or property donations to Granite School District with details about the donation and donor.
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Private Contribution Form
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Contribution Form (Print And Return)
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A donation form for supporting the Department of Geography and Geology at Western Kentucky University through financial contributions.
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DonationContribution Form
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A form used to document and evaluate potential organizational donations or contributions to an event or function.
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Oaks Of Louisiana Contribution Form
PDF template
A form for making financial contributions to The Oaks of Louisiana, allowing donors to specify donation amount and designation.
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Contribution Form
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A comprehensive form for making financial contributions to Capital University, allowing donors to specify gift amounts, designations, and payment methods.
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Youngstown State University Gift In Kind Donor Submission Form
PDF template
A form for documenting and submitting non-monetary donations to Youngstown State University
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Disability Benefit Application Instructions
PDF template
Comprehensive instructions for submitting a disability benefit application, including eligibility requirements and submission guidelines.
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Contribution Form
PDF template
A form for making check contributions to the DreamAhead College Investment Plan 529 savings account with specific contribution guidelines.
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Payroll Deduction Form For Washington State Employees
PDF template
A form for Washington State employees to set up or modify payroll deductions for their DreamAhead college investment account.
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Payroll Deduction Guide
PDF template
Comprehensive guide for employees and employers on setting up payroll deductions for the DreamAhead College Investment Plan.
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DROP Enrollment Form New Participant
PDF template
A form for qualifying members to enroll in the Municipal Fire and Police Retirement System of Iowa's Deferred Retirement Option Plan.
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DROP Enrollment Form New Participant Enrollment
PDF template
Enrollment form for municipal firefighters and police officers to participate in the Deferred Retirement Option Plan (DROP) program.
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CONTRIBUTION FORM
PDF template
A detailed form inquiring about financial contributions and monetary support to specific individuals in a legal case.
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Contribution Form
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A bilingual form to determine financial contributions made by an individual to specific named persons.
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Taxation And Investment In Czech Republic 2016
PDF template
A comprehensive guide to taxation, investment, and business environment in the Czech Republic for the year 2016.
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Taxation And Investment In Czech Republic 2017
PDF template
Comprehensive guide covering taxation, business environment, investment climate, and legal considerations for the Czech Republic.
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Taxation And Investment In Denmark 2015
PDF template
A comprehensive guide to taxation, business environment, and investment considerations in Denmark for the year 2015.
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Ukraine Taxation And Investment 2017
PDF template
A comprehensive guide to taxation, investment regulations, and business environment in Ukraine for the year 2017.
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Richmond Retirement System Durable Power Of Attorney Fact Sheet
PDF template
A legal document explaining how Richmond Retirement System members can designate an agent to manage their retirement benefits under specific conditions.
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UM Employee Gift Payroll Deduction Form
PDF template
A form allowing University of Michigan employees to authorize charitable donations through payroll deduction.
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EAF Contribution Form
PDF template
A form for Camelback employees to voluntarily contribute to the Employee Assistance Fund through payroll deductions.
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Foundation Contribution Payroll Deduction Form
PDF template
A form allowing GRCC employees to authorize payroll deductions for foundation scholarships and contributions.
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ENROLLMENT INSTRUCTIONS OPEN YOUR RETIREMENT ACCOUNT
PDF template
Instructions for opening a retirement account, choosing investments, and completing enrollment with TIAA.
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EFT AUTHORIZATION FORM
PDF template
Authorization form for setting up recurring electronic donations to the University of Illinois Foundation through checking or savings account.
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Tabor College Contribution Form
PDF template
A form for making financial contributions to Tabor College through multiple gift options including cash, credit card, and electronic funds transfer.
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Deferred Compensation PlanNYCE IRA Direct Deposit Form
PDF template
Form for setting up direct deposit for various retirement account types, including 457, 401(k), and NYCE IRA accounts.
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Gift In Kind Guidelines And Contribution Form
PDF template
Form for documenting in-kind gifts to an organization, with sponsorship levels and contribution details.
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EZ Retirement Plan Enrollment Form
PDF template
Enrollment form for Florida Retirement System employees to choose between Investment and Pension Plan options.
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General Retirement Plan Enrollment Form
PDF template
Enrollment form for new employees to choose between retirement plan options in the Florida Retirement System for Regular, Special Risk, and Special Risk Administrative Support Class Employees.
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Request For Quotes Election Services For PERS Board Positions
PDF template
Solicitation for blended election services for PERS Board positions representing Institutions of Higher Learning Employees and Retirees.
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Request For Proposal Materials And Services For Elections Of Employees Retirement Systems And Teache
PDF template
A request for proposal to select a vendor to provide materials and services for administering retirement system board elections during a five-year period.
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Electronic Payment Authorization Agreement Form
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A form for employers to set up electronic payment methods for various California State Teachers' Retirement System contributions and payments.
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Electronic Payment Authorization Agreement Form
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Form for setting up electronic payment methods for California State Teachers' Retirement System contributions and payments
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Emergency Medicine Action Fund Contribution Form
PDF template
A donation form for contributing to the Emergency Medicine Action Fund with multiple funding levels and contribution options.
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Emeriti Retirement Health Solutions Personal Contribution Form
PDF template
A form for making personal contributions to an employer-sponsored retirement health plan managed by TIAA-CREF.
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Emeritus Nomination Form
PDF template
A formal process for nominating retiring faculty, staff, and administrators for emeritus recognition at Salt Lake Community College.
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Contribution Form
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A form for individuals and organizations to make financial contributions to the Emergency Medicine Policy Institute during their 2020 campaign.
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LIFT WHERE YOU STAND EMPLOYEE GIVING CAMPAIGN 2018 EMPLOYEE PAYROLL DEDUCTION FORM
PDF template
A form for employees to authorize charitable donations through payroll deductions for the annual giving campaign.
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EMPLOYEE CONTRIBUTION FORM
PDF template
A form allowing employees to establish, modify, or continue payroll deductions for foundation donations.
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Lamar Community College Foundation Employee Contribution Form
PDF template
A form allowing Lamar Community College employees to make monthly payroll donations to support student programs and college initiatives.
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Educational Foundation Contribution Form
PDF template
Form for employees to make tax-deductible contributions to the Delaware Technical Community College Educational Foundation through payroll deduction, cash, or pledge.
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Employee HSA Payroll Deduction Form
PDF template
Form for employees to authorize payroll deductions for Health Savings Account contributions with annual contribution limits and employer details.
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Employee HSA Payroll Deduction Form
PDF template
Form for employees to authorize payroll deductions for their Health Savings Account contributions with contribution limit details.
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Employee Payroll Deduction Form For Full Time Employees And Staff
PDF template
Form allowing employees to set up monthly charitable contributions through payroll deduction to Missouri State University Foundation
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Current Lincoln University Employee Payroll Deduction Form
PDF template
Form for Lincoln University employees to set up recurring payroll donations to the Lincoln University Foundation of PA
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UAB GIFT RECORDS EMPLOYEE PAYROLL DEDUCTION FORM
PDF template
A form for UAB employees to authorize automatic payroll deductions for charitable contributions to specific funds or programs.
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Employee Contribution And Payroll Deduction Form
PDF template
A form for employees to specify contribution amounts, payment methods, and recognition preferences for donations.
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Employee Contribution Form
PDF template
A form allowing employees to make charitable contributions through automatic payroll deductions to support Great Basin College scholarships and programs.
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Employee Payroll Deduction Form
PDF template
A payroll deduction authorization form for employees to contribute to the Germanna Community College Educational Foundation
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Employee Retirement Contribution Form
PDF template
Form for employees to start, change, or suspend retirement plan contributions at Mountainland Technical College.
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Windfall Elimination Provision
PDF template
Explanation of how Social Security retirement or disability benefits may be reduced for workers with pensions from employers not withholding Social Security taxes.
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Contribution Form
PDF template
A form for employees to make voluntary donations to the Enhabit Cares Foundation through payroll deduction, check, or credit card.
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Enroll A Member NYSLRS Quick Guide
PDF template
A step-by-step guide for personnel contacts to enroll new members in the New York State and Local Retirement System online platform.
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State Of Hawaii PTS Deferred Compensation Retirement Plan Enrollment Form
PDF template
Enrollment form for part-time, temporary, and seasonal employees of the State of Hawaii and County of Kauai for deferred compensation retirement plan
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City Of Albany 457 Deferred Compensation Plan Enrollment And Contribution Form
PDF template
A form for City of Albany employees to enroll in or modify contributions to their 457 Deferred Compensation Plan at MissionSquare Retirement.
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Form 10 Q
PDF template
Quarterly financial report filed with the Securities and Exchange Commission for the period ended June 30, 2002.
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FacultyStaff Voluntary Payroll Deduction Form For Tax Deductible Donations To The EOU Foundation
PDF template
A form for faculty and staff to set up voluntary monthly payroll deductions for donations to the EOU Foundation
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Law Enforcement Officers Waiver Form
PDF template
Form for Law Enforcement Officers to waive enrollment privileges in the Public Employees' Retirement System (PERS)
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Employer Pension Guide
PDF template
Comprehensive guide for rejoining employees about pension scheme options and eligibility criteria in the Principal Civil Service Pension Scheme (PCSPS).
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EDUCATION PARTNERS IN COVENANT (EPIC) CONTRIBUTION FORM
PDF template
A form for congregations to provide financial support for students attending Luther College, with matching funds from the institution.
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ERFC Durable Power Of Attorney (Designation Of Agent For ERFC Matters)
PDF template
A legal document allowing a member to designate an agent to make retirement system-related decisions on their behalf.
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Retirement Checklist
PDF template
A comprehensive checklist for members preparing to retire, outlining key steps and document requirements one year before retirement.
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Federal And State Income Tax Withholding Form
PDF template
Form for new retirees to specify federal and state income tax withholding preferences for ERFC annuity payments.
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ElectricianS Retirement Fund Benefit Application Packet
PDF template
An application packet for pension benefits from the Electrician's Retirement Fund, providing instructions for submitting retirement documentation.
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Erie Gives Check Contribution Form
PDF template
A form for making check donations to nonprofit organizations through the Erie Community Foundation's Erie Gives program.
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ERS Pension Deduction Cancellation Form
PDF template
Form for retirees to cancel automatic health benefit premium deductions from their ERS pension
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RETIREE INSURANCE ENROLLMENT FORM
PDF template
A form for Texas Employees Retirement System retirees to enroll in insurance and provide Medicare information
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Education Savings Account Transfer Request
PDF template
A form for transferring assets between Education Savings Account (ESA) trustees or custodians for a designated beneficiary.
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ESCAPMCREI20222 Enabling Trade And Investment For Sustainable Development In Times Of Crisis
PDF template
A United Nations document addressing the importance of regional economic cooperation and trade in navigating global crises and promoting sustainable development.
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2012 OPERS Prescription Plan Guide
PDF template
Guide for OPERS health care plan participants explaining prescription drug coverage options for Medicare-eligible members
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Report Of Transfer Or Multiple Enrollment
PDF template
A form for reporting membership transfer between public employee retirement systems with details about previous and new employment.
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Retirees Association Life Membership Contribution Form
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A form for retirees to make a non-refundable contribution to the ETSU Retirees Association Endowed Scholarship Fund.
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Retirees Association Scholarship Endowment Contribution Form
PDF template
A form for university retirees to make donations to a scholarship endowment supporting entering freshmen or transfer students with financial need.
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City Of Shelby Income Tax Exemption Form
PDF template
A form for retired individuals in Shelby, Ohio to claim income tax exemption for those with no taxable income.
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City Of Shelby Income Tax Exemption Form
PDF template
A form for retired individuals with no taxable income to request tax exemption from the City of Shelby, Ohio.
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Express Benefit Report
PDF template
A form used to report accumulated unused sick leave balances and employment termination information for CalSTRS retirement benefits.
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EyePAC Contribution Form
PDF template
A voluntary contribution form for supporting ophthalmic surgeons' political interests through eyePAC membership tiers.
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Change Of Address Form Benefit Recipient
PDF template
A form for benefit recipients to update their mailing address with the Massachusetts Teachers' Retirement System (MTRS)
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TIAA BROKERAGE INDIVIDUAL TRANSFER ON DEATH ACCOUNT AGREEMENT
PDF template
A legal document outlining the terms and conditions for a transfer on death brokerage account, specifying how assets will be transferred upon the account holder's death.
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TIAA BROKERAGE TRUSTEE CERTIFICATION OF INVESTMENT POWERS
PDF template
Form for trustees to declare or update investment powers and account authorization for a trust with TIAA Brokerage
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Plan Sponsor Refund Request
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A form for plan sponsors to request refunds of contributions for retirement plans, with options for single or multiple participant refunds.
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Mistake Of Fact
PDF template
Form for plan administrators to request refund correction for arithmetic or clerical errors in participant contributions within one year of occurrence.
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REQUEST FOR A QUALIFIED CHARITABLE DISTRIBUTION (QCD) FROM A BROKERAGE RETIREMENT ACCOUNT (IRA)
PDF template
A form for requesting a tax-efficient charitable donation directly from an IRA account for individuals aged 70 or older.
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Election To Withhold Federal Income Tax From Periodic Payments
PDF template
A form for participants to select federal income tax withholding preferences for periodic pension payments from the Pension Benefit Guaranty Corporation.
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Change Of Address Form
PDF template
A form for employees to update their personal contact information with the Engineers-AGC Retirement Trust
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Western Metal Industry Pension Fund Pre Retirement Death Application
PDF template
A form for surviving spouses to apply for pension benefits after the death of a participant in the Western Metal Industry Pension Fund.
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Change Of Address Form
PDF template
A form for members of Steamfitters Local Union 602 to update their personal contact information for benefit funds records.
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REGISTRATION FORM Institute For Learning In Retirement
PDF template
Registration form for the Institute for Learning in Retirement, including course selections, parking pass, and volunteer opportunities.
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Supplemental Annuity Collective Trust Of New Jersey (SACT)
PDF template
A voluntary investment program providing retirement income supplemental to basic pension plans, with two tax-treatment options for public employees in New Jersey.
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Faculty Assembly (FA) Payroll Deduction Form
PDF template
A form for faculty members to authorize payroll deductions for the Faculty Assembly contributions for fiscal year 2015/16.
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Faculty Staff Campaign Payroll Deduction
PDF template
A form for Anna Maria College employees to authorize payroll deductions for charitable giving to the institution.
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Faculty And Staff Contribution Form
PDF template
A form enabling faculty and staff to make financial contributions to various university funds and programs through cash, check, credit card, or payroll deduction.
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FacultyStaff Payroll Deduction Form
PDF template
A form for faculty and staff to make charitable donations to Metro State University through payroll deductions or other payment methods.
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FacultyStaff Payroll Deduction Form
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A form for Widener University faculty and staff to set up recurring or one-time payroll donations to university funds.
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Family Contribution
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A document used to verify and document financial contributions from a provider to an applicant or participant.
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APPLICATION FOR GRANT OF FAMILY PENSION
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Application form for requesting family pension benefits from Bank of Baroda Pension Fund Trust after the death of a pensioner.
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FastTrack Stock Purchase Agreement
PDF template
A stock purchase agreement between Cornell University and a technology company for acquiring equity in a medical device or life science technology startup.
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FastTrack Stock Purchase Agreement
PDF template
A stock purchase agreement between Cornell University and a company for the acquisition of equity shares with specific terms and conditions.
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Retiree Enrollment Form
PDF template
Enrollment form for Fulton County retirees to select health and dental plan coverage options and update personal information.
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Tax Withholding Form For Pension And Annuity Payments
PDF template
A form for U.S. citizens to specify federal and state tax withholding preferences for pension and annuity payments
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Form W 4P (2020)
PDF template
A form for pension recipients to specify their desired federal tax withholding amount from retirement allowance payments.
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Form W 4P Withholding Certificate For Pension Or Annuity Payments
PDF template
Form for pension recipients to specify federal tax withholding preferences for retirement allowance payments.
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Pension Federal Tax Withholding Form
PDF template
Form for pension or annuity recipients to request voluntary federal income tax withholding from their monthly payments
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Presbytery Of Carlisle Contribution Form
PDF template
A financial contribution form for churches to allocate funds to various presbytery projects, special offerings, and appeals.
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Central Ohio Retired Firefighters 4 Unit Membership Application
PDF template
Membership renewal form for retired firefighters and their families in the Central Ohio region, with dues and optional purchases.
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Withdrawal Form
PDF template
Instructions and form for withdrawing funds from a retirement account, including required documentation and submission methods.
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Request For Financing Form APC
PDF template
Comprehensive financing request document for organizations seeking financial support, detailing applicant information, financing terms, and required documentation.
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FinlandS Response To Questionnaire On Social Protection Of Older Persons
PDF template
Comprehensive document detailing Finland's legal framework for pension and social protection systems for older persons, covering national and employment-based pension schemes.
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Basilica Of St. Mary Flower Contribution Form
PDF template
A form for making floral contributions to support the Basilica of St. Mary's altar flower arrangements and liturgical decorations.
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Capital Budgets Policy
PDF template
Policy outlining the university's process for planning and requesting capital expenditures for long-term assets over a three-year period.
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Termination Refund Application
PDF template
A form for APERS members to request a termination refund with options for direct deposit or rollover of retirement benefits.
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Termination Refund Application
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A form for members to request a refund of retirement contributions upon termination of employment with options for direct deposit or rollover.
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2020 Rental Income Worksheet
PDF template
A detailed worksheet for calculating monthly qualifying rental income from investment properties for tax and financial reporting purposes.
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PBGC Form 10 Post Event Notice Of Reportable Events
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A form for reporting significant events related to pension plans that may impact plan participants and financial stability.
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Form 1 A Regulation A Offering Statement
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Official SEC form for securities offerings under Regulation A with specific eligibility requirements and offering price limitations.
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Inquiry To Become Contributory
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Form for Arkansas Teachers' Retirement System members to initiate the process of changing their membership status from Noncontributory to Contributory.
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Interactive Brokers LLC Customer Agreement Individual Retirement Account
PDF template
Legal agreement establishing an individual retirement account with Interactive Brokers and Equity Trust Company, outlining terms of account management and customer responsibilities.
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Change Of Address Form RetireesBenefit Recipients
PDF template
Official form for updating personal contact information for retirees and benefit recipients of Arkansas Retirement System.
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Interactive Brokers LLC Client Agreement
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Legal agreement governing the relationship between Interactive Brokers and its clients, outlining service terms and client responsibilities.
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Form ADV (Paper Version)
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Official form used by investment advisers to register with SEC and state securities authorities, or report as an exempt reporting adviser.
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Contribution Form
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A tax-deductible contribution form for making monetary donations to Maryland University of Integrative Health with multiple designation options.
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Form D Notice Of Exempt Offering Of Securities
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Official Securities and Exchange Commission form for reporting exempt securities offerings by businesses
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Contribution Form
PDF template
A form for making contributions to The Arc of Texas Master Pooled Trust, used by beneficiaries or their representatives.
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Permanent Mailing Address Form
PDF template
A comprehensive form for collecting personal and professional information for employment and retirement system membership in Ohio
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2022 Health Savings Account Payroll Deduction Form
PDF template
Form for employees to authorize payroll deductions for Health Savings Account (HSA) contributions in 2022.
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Form N PX
PDF template
Official SEC form for registered management investment companies and institutional managers to file their proxy voting records for executive compensation matters.
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NYPD Retirees Handgun License Application Instructions
PDF template
Detailed instructions for New York City Police Department retirees applying for a handgun license upon retirement.
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Prior Service Certification Form
PDF template
Form for employees to request prior service credit from previous Ohio state agency employment
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IBEW LOCAL NO. 461 VARIABLE PENSION PLAN REQUEST FOR APPLICATION FORM
PDF template
A form for IBEW Local No. 461 members to request pension benefits, including normal retirement, early retirement, or total and permanent disability benefits.
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IBEW LOCAL NO. 32 NECA PENSION PLAN REQUEST FOR APPLICATION FORM
PDF template
A form for requesting pension benefits from the IBEW Local No. 32 NECA Pension Plan, allowing participants to apply for various retirement options.
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Plumbers And Pipefitters Local 333 Pension Fund Request For Application Form
PDF template
A form for requesting a pension application for members of Plumbers and Pipefitters Local #333 Pension Fund seeking retirement benefits.
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Cash Contribution Form
PDF template
A donation form for making financial contributions to Ridgewater College Foundation with various gift designation options.
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Contribution Form
PDF template
A charitable donation form for contributing to various healthcare-related funds and programs at Stormont Vail Foundation.
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Contribution Form
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A donation form for contributing to various charitable funds at Stormont Vail Foundation, allowing one-time and recurring gifts.
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Contribution Form
PDF template
A donation form for contributing to the Pennsylvania Chamber of Business and Industry Educational Foundation, a 501(c)(3) organization.
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Southern State Community College Employee Contribution Form
PDF template
A form for employees to make charitable contributions to the Southern State Community College Foundation through payroll deduction or direct payment
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Payroll Deduction AuthorizationChange Form
PDF template
A form for Pierce College employees to authorize payroll deductions for charitable donations to the Legacy of Excellence Fund.
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Payroll Deduction Form
PDF template
A form for employees to enroll or modify payroll deductions for university foundation donations.
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Enrollment Form
PDF template
Comprehensive enrollment form for fringe benefits including health care, life insurance, and retirement plans for carpenters in Western Washington.
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Spousal Bypass Trust Form FRPF10292
PDF template
A legal document allowing scheme members to direct death benefits to a Spousal Bypass Trust for flexible distribution to dependants and beneficiaries.
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Supplemental Annuity Collective Trust (SACT) Personal Contribution Form
PDF template
A form for members to make personal contributions to the New Jersey Supplemental Annuity Collective Trust through check or money order.
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Faculty And Staff Contribution Form
PDF template
A form for faculty and staff to make financial contributions to various university programs and funds.
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Pension Application Form
PDF template
An application form for becoming a member of the Future Super Pension Plan, collecting personal and tax information from prospective pension fund members.
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Equity Contribution For Residential Mortgage
PDF template
Form for capturing personal and mortgage details for equity contribution to a residential mortgage application
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Full Time Member Membership Application Prior Service Purchase Form
PDF template
A form for Alabama retirement system members to purchase prior years of creditable service within the first two years of enrollment.
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PENSION BENEFIT APPLICATION FORM
PDF template
A comprehensive pension benefit application form for members to provide personal, marital, and employment information to determine benefit entitlement.
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Fund Contribution Form
PDF template
Donation form for making financial contributions to Charities Aid Foundation of America, including donor details and gift information.
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Nonprofit Leadership Alliance Fiscal Year 2018 Board Of Directors Campaign Contribution Form
PDF template
A donation form for board members to contribute financially to the Nonprofit Leadership Alliance's mission of strengthening the social sector workforce.
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Request For Proposals For Private Equity Co Investment Consulting Services
PDF template
Request for proposals from firms providing private equity co-investment consulting services for the Teachers' Retirement System of Illinois.
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Request For Proposals For Real Estate And Real Asset Investment Consultant Services
PDF template
Request for proposals from qualified firms to provide real estate investment consulting services to the Teachers' Retirement System of Illinois.
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REQUEST FOR PROPOSALS FOR SECURITIES LITIGATION MONITORING, EVALUATION, AND REPORTING SERVICES
PDF template
Request for proposals from vendors to provide securities litigation monitoring, evaluation, and reporting services for the Teachers' Retirement System of Illinois.
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Form G 615 (06 19) EmployerS Supply Requisition
PDF template
A form used by employers to request informational materials from the U.S. Railroad Retirement Board about retirement, survivor, unemployment, and sickness benefits.
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DR 1 Disability Benefit Application
PDF template
A comprehensive form for Ohio Public Employees Retirement System members to apply for disability benefits, requiring detailed personal and physician information.
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Summary Plan Description
PDF template
A summary document detailing the retirement savings plan for Gannon University employees, explaining plan features, benefits, and participant obligations.
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PATIENT MEDICAL HISTORY FORM
PDF template
Comprehensive medical history form for patients at Gateway ENT to collect personal health information, medical history, and family health background.
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Genesis Contribution Form
PDF template
A donation form for contributing to various patient care programs and services at Genesis HealthCare System.
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Make Sure You Receive Your Retirement Benefits On Time
PDF template
A guide for managing the transition to pension payments, focusing on documentation and timing for retirement benefits from the Government Employees Pension Fund.
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Gift Contribution Form
PDF template
A donation form for contributing to various funds within the Virginia Tech College of Veterinary Medicine
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Gift In Kind Acceptance Form
PDF template
A form for documenting and processing non-monetary donations to the university foundation, with specific instructions for submission and documentation.
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Gift In Kind Contribution Form
PDF template
A form for documenting non-cash donations to a university, including details for tax and record-keeping purposes.
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GIFT IN KIND CONTRIBUTION FORM
PDF template
A form for documenting non-cash donations to California State University Stanislaus Foundation
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Gift In Kind Contribution Form
PDF template
A form for documenting and reporting non-cash donations to the NCCU Foundation with tax guidance for donors.
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IN KIND CONTRIBUTION FORM
PDF template
A form for donors to document non-monetary contributions to the Judson Center non-profit organization.
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Gift In Kind Contribution Form
PDF template
Form for documenting and recording in-kind contributions to the NCCU Foundation with tax guidance for donors.
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GIFT IN KIND CONTRIBUTION FORM
PDF template
Form for documenting non-monetary donations to the Chattahoochee Tech Foundation, capturing donor details and contribution information.
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Payroll Deduction Form For Charitable Contributions To The University Of California, Santa Barbara
PDF template
A form allowing employees to set up monthly charitable contributions to the UCSB Foundation's Sustainable Transportation Fund through payroll deduction.
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Girl Scouts Contribution Form
PDF template
A fundraising form for individuals and corporations to make financial contributions to support Girl Scouts programs and mission.
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Employee Payroll Deduction Form
PDF template
A form allowing employees to authorize recurring or one-time payroll deductions for various college funds and programs.
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OPIC Handbook
PDF template
Comprehensive guide for international investment and political risk insurance provided by the Overseas Private Investment Corporation (OPIC)
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Grateful Patient Contribution Form
PDF template
A form for patients to make tax-deductible contributions to support endodontic research, education, and awareness.
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GRMC Foundation Contribution Form
PDF template
A tax-deductible donation form for supporting various fundraising categories at Gila Regional Medical Center Foundation.
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Insurance Information At Retirement
PDF template
Comprehensive guide for Illinois state employees regarding insurance eligibility, coverage, and options at retirement.
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SunAdvantage RRSPDPSPTFSA Sponsor Administration Guide
PDF template
A comprehensive guide for small business owners to manage employee group retirement and savings plans with minimal administrative effort.
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Declaration Submission Form For The Critical Technology Pilot Program
PDF template
Instructions for filing and submitting a declaration form related to the Critical Technology Pilot Program administered by CFIUS.
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GUILD TIMES ADJUSTABLE PENSION PLAN
PDF template
Summary plan description for a pension plan covering employees of The Times and Guild - Local 31003/TNG union members.
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2016 Haiti Mission Trip Payroll Deduction Form
PDF template
A form for employees of Morehouse School of Medicine to make a financial contribution to a Haiti Mission Trip through payroll deduction or direct payment.
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Contribution Form
PDF template
A donation form for making financial contributions to Halcyon, with options for payment frequency and method.
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Halifax Community College Foundation Inc. Gifts Of Stock Contribution Form
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A form for donating stock to the Halifax Community College Foundation for various funds and purposes.
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Halifax Community College Foundation Inc. Instructions For Contributing Stock
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Instructions for donors on how to contribute stock to the Halifax Community College Foundation by direct transfer or mail.
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Health Benefits Plan Enrollment For Retirees And Survivors
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Enrollment form for CalPERS retirees and survivors to manage health benefits coverage and dependent information.
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Health Savings Account (HSA) Contribution Form
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A form for depositing funds into a Health Savings Account with instructions for contribution types and participant authorization.
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Portland Community College HSA Payroll Contribution Form
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Form for employees to set up pre-tax payroll contributions to a Health Savings Account (HSA) through Optum.
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MDwise Healthy Indiana Plan (HIP) Employer And Other Third Party Contribution Form
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Securities IRA Transfer Request Form
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How To Deposit A Check Or Money Order To Your NY 529 Direct Plan Account
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Step-by-step guide for depositing checks or money orders into a New York 529 College Savings Program Direct Plan account.
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Project Description Form
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A form for documenting business capital investment details, project scope, and expected economic impact.
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Declaration Of Payroll Deduction
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Form for employees to authorize payroll deductions for retirement accounts, contributions, and miscellaneous purposes.
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Health Savings Account Contribution Form
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Form for individuals to make personal contributions to a Health Savings Account (HSA)
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Employee HSA Payroll Deduction Form
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Form for employees to authorize payroll deductions for Health Savings Account contributions with contribution limit details.
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HSA Contribution Form
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A form for employees to adjust their Health Savings Account contributions through payroll deductions, specifying contribution amounts and frequency.
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Health Savings Account 2023 Payroll Deduction Contribution Form
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Form for employees to start, stop, or change Health Savings Account (HSA) contributions through payroll deductions.
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Health Savings Account 2024 Payroll Deduction Contribution Form
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Form for employees to start, stop, or change Health Savings Account (HSA) contributions through payroll deductions for the 2024 plan year.
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HEALTH SAVINGS ACCOUNT Voluntary Contribution Designation
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University of Arizona form for employees to voluntarily designate contributions to their Health Savings Account
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Health Savings Account Contribution Form
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Form for making contributions to a Health Savings Account with Bank of America, allowing deposits for current or previous tax year.
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HSA Contribution Form
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A form used to make contributions to a Health Savings Account, including options for current year, prior year, and catch-up contributions.
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Health Savings Account (HSA) Contribution Form
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A form for employees to enroll in and specify Health Savings Account (HSA) contributions, including eligibility requirements and tax considerations.
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Health Savings Account (HSA) Contribution Form
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A form for individuals to make contributions to their Health Savings Account through various deposit methods.
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HSA Enrollment Form
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A form for employees to enroll in a Health Savings Account (HSA) with employer contribution and payroll deduction options.
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Health Savings Account Payroll Deduction 2021
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Form for employees to authorize health savings account contributions through payroll deduction for qualified high deductible medical plans.
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HSA Payroll Deduction Authorization Form
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Form for employees to authorize payroll deductions for health savings account contributions through the City of Wisconsin Rapids.
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BlueFund HSA Payroll Deduction Form
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A form for employees to set up payroll deductions for a Health Savings Account (HSA) with contribution guidelines and instructions.
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Declaration Form Of Ultimate Beneficial Ownership UBO Controlling Persons
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Mandatory form for non-individual investors to disclose ultimate beneficial ownership and controlling persons details.
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Form 5310 (Rev. May 2023)
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IRS form for requesting a determination letter on the qualified status of a pension, profit-sharing, or deferred compensation plan upon termination.
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ABLE IA AC 123122 IAble Additional Contribution Form
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A form for making additional monetary contributions to an IABLE Account by check with specific contribution guidelines.
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Retirement Plan Consulting Agreement (RPCA)
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A non-discretionary retirement plan consulting services agreement between a client and Coordinated Capital Securities, Inc.
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National Pension Fund Plan C
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A pension fund document listing trustees, executive directors, fund counsel, and consultants for the International Alliance of Theatrical Stage Employees (IATSE) pension plan.
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Interactive Brokers LLC Client Agreement
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Legal document governing the relationship between Interactive Brokers and its clients, outlining service terms and investment guidelines.
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Pension Plan Document
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Comprehensive document outlining the structure, benefits, and operational details of a pension plan for employees.
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HKASME Sales Order Form IB Paper (November)
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Order form for purchasing International Baccalaureate (IB) past exam papers and marking schemes for various subjects and years.
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457 DEFERRED COMPENSATION PLANS CONTRIBUTION FORM
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Form for participants to change contribution amounts to their 457 deferred compensation plan account with ICMA-RC.
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Direct RolloverTransfer To ICMA RC Packet
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Instructions for transferring retirement assets to or between ICMA-RC retirement accounts and plans.
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PAR Contribution Form
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A form for authorizing monthly financial contributions to Immanuel Christian Reformed Church through automatic bank withdrawals.
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Investment Court System Put To The Test
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A critical analysis of proposed investor rights and their potential impact on environmental and health regulations in the EU.
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InvestEU Portfolio Equity List Of Final Recipients As Of 31122023
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A comprehensive list of equity financing recipients across multiple countries under the InvestEU program as of December 31, 2023.
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Fiscal Sponsorship Donor Contribution Form
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A form for donors to contribute financially to a specific film or media project through fiscal sponsorship.
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Contribution Form
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A form for making initial or additional contributions to a donor advised, designated, field of interest, or unrestricted fund with minimum contribution requirements.
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Maryland Innovation Investment Tax Credit Application For Certification For FY 2022 Form A Investo
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Tax credit application for investors in Maryland technology companies seeking certification for investment tax benefits.
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Donation Procurement Form
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A form for collecting and documenting item donations for a non-profit organization.
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Income Tax Withholding Form
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Form for electing tax withholding options for pension payments from Imperial County Employees' Retirement System
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Request For Proposal For Independent Pension Administration System Assessment
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Solicitation for a qualified contractor to provide project oversight for the Teachers' Retirement System's new pension administration system called Gemini.
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Louisiana State Employees Retirement System Purchase Of Service Credit For Military Service
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Proposed amendments to retirement system rules regarding military service credit purchase, aligning with federal and state regulations.
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IN KIND CONTRIBUTION FORM
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A form for documenting in-kind contributions including time, resources, and media coverage for a community prevention coalition.
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Morris County Trails Construction Grant Program Volunteer In Kind Contribution Form
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A form for documenting volunteer services and contributions for a trails construction grant program in Morris County, New Jersey.
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IRA Innovations Disclaimer And Indemnity Agreement
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A legal document outlining terms and responsibilities for investments made through a self-directed retirement account with IRA Innovations
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Unsecured Promissory Note Disclaimer And Indemnity Agreement
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A legal document outlining responsibilities and understanding between an IRA account holder and their account administrator regarding investment activities.
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Thrift Savings Plan In Service Withdrawals
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A comprehensive guide explaining in-service withdrawal options for federal civilian employees and uniformed services members in the Thrift Savings Plan.
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Institutional Account Registration Form
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A form for U.S. entities to open a new institutional account with Vanguard, requiring detailed personal and organizational information.
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Partnership Contribution Form
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Retirement Plan Consulting Agreement
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An agreement for non-discretionary retirement plan consulting services provided by Coordinated Capital Securities, Inc. to a client.
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APPLICATION FOR INVESTMENT FOR PARTNERSHIPS
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Application form for partnerships to invest in fixed-rate notes through TMF with minimum investment of $100,000.
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Investment Advisory Agreement
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A discretionary, automated investment advisory service agreement outlining terms for personalized investment management through electronic platforms.
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Investment Agreement Between Hong Kong And Australia
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A bilateral investment agreement establishing conditions for cross-border investments between Hong Kong and Australia.
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Investment Agreement For Regional Housing Coalition
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A document outlining investment opportunities and levels for supporting a community housing initiative through financial contributions or in-kind donations.
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Investment Agreement
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A bilateral investment agreement between the Government of Hong Kong SAR and the Government of Australia to promote and protect foreign investments.
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INVESTMENT FORM
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Form for opening a new investment certificate for individuals or a trust, allowing selection of various investment terms.
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PA 529 Investment Plan Contribution Form
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Form for making additional contributions to a Pennsylvania 529 Investment Plan account by check or rollover
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Pennsylvania 529 Investment Plan Enrollment Application
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Official application form for opening a Pennsylvania 529 Investment Plan account with detailed personal information requirements.
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WEA Member Benefits IRA Contribution
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A form for making contributions to various types of Individual Retirement Accounts (Traditional, Roth, and SEP IRAs) with eligibility requirements and contribution details.
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Conversion Of A Traditional IRA To Roth IRA
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Comprehensive guide explaining the process, tax implications, and key considerations for converting a traditional IRA to a Roth IRA.
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IRAIRRARoth IRASEPSRA One Time Distribution Form
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A form used to request a withdrawal from various types of retirement accounts offered by Merrill Lynch, including IRAs, Roth IRAs, and SEP accounts.
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IRA State Income Tax Withholding Election
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A form for designating state income tax withholding preferences for IRA distributions from Ally Bank.
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INDIVIDUAL RETIREMENT ACCOUNT (IRA) TRANSFER REQUEST FORM
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A form for transferring retirement account assets from an existing IRA or employer-sponsored retirement plan to a Green Century IRA.
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Income Related Monthly Adjustment Amount (IRMAA) Reimbursement Form
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Form for New York City retirees to request reimbursement for Medicare Part B income-related monthly adjustment amount premiums.
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Medicare Part B Income Related Monthly Adjustment Amount (IRMAA) Reimbursement Form
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Form for NYC employees to request reimbursement for Medicare Part B premiums exceeding standard monthly amounts.
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Notice Regarding Federal And State Income Tax Withholding Requirements On Retirement Income
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Instructions for federal and California state tax withholding for retirement income from Los Angeles County Employees Retirement Association.
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Invoice For Investment Consulting Services
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Invoice from Investment Solutions for investment consulting services provided to the City of Cartersville, Georgia Retirement Board
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Australian Expatriate Superannuation Fund Pension Application Form
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Application form for Australian expatriate superannuation fund pension, requiring personal details and tax information.
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Payroll Deduction Authorization Form
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Form for employees to authorize ongoing or one-time payroll deductions to the Wesleyan Fund
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Form Of Acceptance And Transfer For Shares (FAT)
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Official document for shareholders to accept and transfer shares in Japfa Ltd's Equal Access Offer.
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Dana Farber Cancer Institute And The Jimmy Fund Contribution Form
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A form for making charitable donations to Dana-Farber Cancer Institute and the Jimmy Fund, including one-time and monthly giving options.
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My Enrollment Form
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Instructions for enrolling in a retirement plan with John Hancock, including investment options and account consolidation guidance.
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JOINT PURCHASE FORM
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A form for multiple buildings or departments to collaborate on a shared purchase by documenting contributions and approvals.
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Joyner Library Contribution Form
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A contribution form for making financial donations to support Joyner Library at East Carolina University through various funding options.
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Stock Transfer Form
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A form for investors to transfer stock shares as a donation to Junpero Serra High School's advancement fund
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Authorship Contribution Form
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A form documenting author contributions for manuscript submission to medical journal publications.
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KPERS 15B Direct Deposit Agreement
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Form for setting up direct deposit of retirement benefits with Kansas Public Employees Retirement System
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Kansas High Performance Incentive Program (HPIP) Credits Form K 59
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Kansas state tax form for claiming high performance incentive program credits related to business training, education, and investment
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Designation Of Beneficiary For Life Insurance
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Form for Kansas Board of Regents members to designate life insurance beneficiaries for KPERS group life insurance benefits.
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KPERS Retirement Application
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Comprehensive guide and application for retirement benefits through the Kansas Public Employees Retirement System (KPERS)
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KSUF 1 Contribution Transmittal Form
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A form used for transmitting and documenting financial contributions to the Kansas State University Foundation, with specific instructions for submission.
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Form L180b Special Power Of Attorney
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A form for Sonoma County Employees' Retirement Association members to appoint an Attorney-In-Fact to handle retirement-related matters.
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Application For Pension
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Comprehensive pension application package for laborers seeking to start their pension benefit, including forms and instructions for benefit election.
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Change Of Address
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A form for Louisiana State Employees' Retirement System members to update their mailing address and contact information.
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Membership Form
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A membership form for joining a healthcare-focused organization in New Mexico with options for financial contributions and recognition.
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Associate Payroll Deduction Form
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A form for employees to authorize recurring or one-time payroll deductions for charitable contributions.
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Legal Foundations Of Lease Financing In California
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A comprehensive guide exploring lease financing mechanisms and practices for California local government entities
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Annual Leave Contribution Record
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A form for employees to voluntarily contribute annual leave hours to classified or administrative leave banks at the university.
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Certification Of Trust For Beneficiary Designations
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A form for certifying a trust as a beneficiary for death benefits or lump sum payments from the New York State Teachers' Retirement System.
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Donation Form For Center For Law, Ethics And National Security
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A donation form for contributing financial support to the Center for Law, Ethics and National Security at Duke University School of Law
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Simple IRA Salary Reduction Agreement Form
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A form for employees to make salary reduction elections for their SIMPLE IRA retirement plan contributions.
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Library Associates Membership Form
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A membership form for individuals to join and support the Georgetown University Library at various contribution levels.
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1099 R Form Instructions
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Detailed instructions for understanding the 1099-R tax form issued by the Texas County & District Retirement System (TCDRS) for retirement benefit payments.
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Durable Power Of Attorney
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A legal form for appointing an agent to make decisions related to a TCDRS retirement account
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Portfolio Manager License Agreement
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Legal agreement between Covestor Limited and Portfolio Managers outlining terms for using the Interactive Advisors platform and managing investment portfolios.
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Retiree Life Cancellation Form
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Form for cancelling retiree life insurance coverage with UCM Benefits Group, with a warning that once cancelled, participation cannot be reinstated.
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LL 2 Authorization Release Of Account Information
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A form allowing Ohio Public Employees Retirement System members to authorize release of their account information to specified third parties.
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Loan And Security Agreement For Investment Loans
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A legal document outlining the terms and conditions for an investment loan from TD Canada Trust, emphasizing the bank's role as a lender only.
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Investment Co Op Loan Application
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A loan application form for local businesses seeking investment capital in the Creston & District region, focused on community impact ventures.
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Application For Participant Loan
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A form for requesting a loan from a retirement plan, outlining participant and employer loan application procedures.
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LRS 2 Form
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Retirement system form for employees to designate beneficiaries and provide personal employment information for the Missouri Local Government Employees Retirement System.
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ORPTSA Transfer Approval Form
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A form for Lamar University employees to transfer or rollover retirement accounts between vendors or plans
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TSA Account Maximum Contribution Worksheet
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A worksheet for calculating maximum contribution limits for tax-sheltered annuity retirement plans at Lamar University and Lamar Institute of Technology.
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Health Savings Account (HSA) Contribution Form
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A form for individuals to contribute funds to an existing Health Savings Account with American Fidelity Assurance Company.
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Major Contribution Form
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Form for faculty members to document a significant professional contribution for annual evaluation and tenure consideration.
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Hawkeye Community College Foundation Contribution Form
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A contribution form for making tax-deductible donations to Hawkeye Community College Foundation through various payment methods.
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20242025 PatronSpecial Patron Contribution Form
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Form for municipal attorneys to make patron or special patron contributions to the Michigan Association of Municipal Attorneys (MAMA)
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Michigan Association Of Municipal Attorneys 2022 2023 PatronSpecial Patron Contribution Form
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Form for municipal attorneys to make financial contributions and receive complimentary memberships to the Michigan Association of Municipal Attorneys.
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Faculty Staff Contribution Form
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A donation form for faculty and staff to make financial contributions to Maria College through payroll deduction, credit card, or check.
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Faculty Staff CONTRIBUTION FORM
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A donation form for faculty and staff to contribute to Maria College's Maria Fund through payroll deduction, credit card, or check.
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Membership Form
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Membership registration form for Michigan Association of Retired School Personnel with multiple membership options and payment methods.
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Membership Form
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Membership enrollment form for joining the Michigan Association of Retired School Personnel (MARSP) with various membership options.
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Contribution Form
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A form for contributing money to an existing Maryland ABLE account using a check payment.
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Operative Plasterers And Cement Masons Profit Sharing Annuity Plan Summary Plan Description
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A summary plan description for a profit sharing annuity plan for plasterers and cement masons, detailing plan provisions as of October 31, 2002.
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Master Investment Management Agreement
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A legal agreement governing investment management services between Texas Methodist Foundation and an eligible investor, detailing investment portfolio management and terms.
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Connected Transaction Announcement
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Announcement of Kingsoft Corporation's acquisition of an additional 29.4% equity interest in Dalian Kingsoft Interactive Entertainment Co., Ltd.
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Restrictive Covenants Protection Fund Contribution Form
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A form for making financial contributions to the Mayfair Bel-Aire Community Association's legal protection fund for restrictive covenants.
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Direct Deposit Form
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Official form for School Employees Retirement System of Ohio to establish direct deposit payment method for retirement benefits.
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Contribution Form
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A form for making financial contributions to Mayo Clinic for various programs and purposes.
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Contribution Form
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A form for making financial contributions to support the Madison Children's Museum's educational programs and experiences.
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Form MD 410 457 Loan Application
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Application for municipal employees to borrow against their retirement account balance with specific loan eligibility and terms.
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Miami Dade County Employee Benefits
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Comprehensive overview of employee benefits package for Miami-Dade County employees, including insurance, retirement, and support services.
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Medical Plan Enrollment Form
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Comprehensive form for enrolling in medical coverage, changing plans, or adding/dropping dependents for ACERA members.
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Request For Medicare Part B Reimbursement (Quarterly Or Annual)
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A form for Contra Costa Community College District retirees to request reimbursement for Medicare Part B premium payments.
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MemberS Application For Disability Retirement
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Application form and guidance for public employees seeking disability retirement benefits in Massachusetts.
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Address Change Authorization
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A form for CalPERS participants to update their personal contact information and mailing address.
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San Diego WomenS Foundation Membership Form
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Membership registration form for joining the San Diego Women's Foundation with contribution payment options and details.
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Member Service Request Form
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A comprehensive form for members to request various retirement, service, and benefits-related actions.
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St. Louis Mercantile Library Contribution Form
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A form for making financial contributions to the St. Louis Mercantile Library and its associated collections and museums.
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Mercia EIS Fund Q2 2020 Application Form
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Application guidance for investing in the Mercia EIS Fund with minimum investment requirements and eligibility criteria.
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Mercia EIS Fund Q4 2020 Application Form
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Guidance notes for investors applying to the Mercia EIS Fund with minimum investment requirements and eligibility criteria.
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Form For Fresh Nomination Change Of Existing Nomination
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A form for individual unitholders to nominate recipients for their mutual fund units in case of death or to update existing nominations.
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Military Plan Information
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A form for dividing military retirement benefits during divorce proceedings, capturing details about service, marriage duration, and benefit allocation.
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Notice Of Potential Veterans Benefits
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A document notifying eligible veterans of their rights to purchase creditable service for military service under Massachusetts retirement laws.
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Contribution Form
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Contribution form for the American Physical Therapy Association's Celebration of Diversity event in Milwaukee, Wisconsin.
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Leon County Enrollment And Contribution Form
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Form for employees to enroll in Leon County's 457 Deferred Compensation Plan and select contribution amounts and investment options.
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HACC Foundation Monetary Contribution And Pledge Form
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A form for making monetary contributions or pledges to the HACC Foundation, allowing donors to specify donation details and preferences.
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HACC Foundation Monetary And Pledge Contribution Form
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A form for making monetary donations or pledges to the HACC Foundation, supporting various college initiatives and scholarships.
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Meridian Mortgage Subscription Form
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A detailed subscription form for corporate and individual investors to invest with Meridian Mortgage Corporation Ltd.
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Meridian Mortgage Subscription Form
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A subscription form for individual and corporate investors to invest with Meridian Mortgage Corporation Ltd. with a minimum investment of $25,000.
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Contribution Form
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Political action committee contribution form for collecting donor information and financial contributions.
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FUNDING INITIATIVE FOR MULTIRACIAL DEMOCRACY CONFERENCE SUPPORT CONTRIBUTION FORM
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A form for requesting financial support for conferences related to multiracial democracy initiatives.
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Notice Of Meeting Annual General Meeting Of Unitholders
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Virtual meeting notice for Melcor REIT's annual general meeting of unitholders to elect trustees and conduct business.
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457 Deferred Compensation Plans Contribution Form
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A form for changing contribution amounts to a 457 deferred compensation plan with MissionSquare Retirement.
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Payroll Deduction Form
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Form for members to authorize automatic payroll deductions to various financial accounts and loans
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Michigan State University 403(B) Retirement Plan Loan Policy Statement
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Detailed explanation of rules and criteria for taking participant loans from the Michigan State University 403(b) Retirement Plan
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The Rotary Foundation Multiple Donor Form
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A form for submitting combined charitable contributions from multiple Rotary Club members to The Rotary Foundation.
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Missouri Civil War Museum Contribution Form
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A form for making a one-time financial contribution to the Missouri Civil War Museum.
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Level 1 VehicleOHV Identification Number Inspection
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Official form for authenticating a vehicle's identification number for titling purposes, used for break/bond title applications and vehicles from outside the United States.
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VehicleVesselOHV Identification Number Inspection Certificate
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Official Montana state form for inspecting and documenting vehicle, vessel, or off-highway vehicle identification numbers and details.
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Notice 2009 23 Qualifying Gasification Project Program
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IRS notice providing procedures for allocation of credits under the qualifying gasification project program, specifically for the Phase II gasification credit program.
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Pension Benefit Application
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Application form for pension benefits with detailed instructions for participants seeking retirement benefits from the Carpenters Pension Fund.
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Distribution Request For 457(B) Governmental Plans
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Form for requesting distribution from a governmental 457(b) retirement plan with options for various distribution reasons and payment methods.
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Distribution Request For 457(B) Governmental Plans
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A form for requesting distribution from a governmental 457(b) retirement plan with various distribution options and participant information collection.
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PAYROLL DEDUCTION FORM
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A form for NAU employees to authorize voluntary payroll deductions for donations to the President's Fund for Excellence.
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Application For Pension
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Comprehensive pension application package for workers seeking to initiate pension benefits from the National Asbestos Workers Pension Fund.
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One Time Contribution Form
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A form for employees to make a one-time additional contribution to their 401(k) or 457 retirement plan, typically for final payments upon separation from service.
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North Carolina Merchants Political Action Committee Individual Contribution Form
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A political action committee contribution form for individual donors in North Carolina, detailing contribution guidelines and personal information collection requirements.
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Nevada Public Employees Deferred Compensation Program (NDC) Payroll Contribution Form
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Form for Nevada public employees to set up or modify payroll deductions for deferred compensation programs with Hartford and ING.
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New Annual Scholarship Form
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A form for contributors to provide details and submit an annual scholarship donation to Bellin College.
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The Rotary Foundation Contribution Form
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A form for making financial contributions to The Rotary Foundation through various payment methods and fund designations.
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Canyons School District Contribution Form
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A form for making charitable contributions to the Canyons School District Education Foundation, supporting public education initiatives.
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New Hire Benefits Enrollment Checklist
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Comprehensive checklist for new employees of the Office of the Comptroller of the Currency to complete benefits enrollment and required forms within specified timeframes.
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New Member Enrollment Form
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A form for newly hired employees to apply for membership in the Massachusetts public retirement system, collecting personal and employment information.
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PERA SmartSave ENROLLMENT FORM
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Enrollment form for PERA SmartSave retirement savings program, allowing employees to select contribution amounts and investment portfolios.
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Memorandum New Payroll Deduction Codes For ROTH Plan
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Guidance for state employees about new payroll deduction codes for ROTH 457(b) Plan and associated documentation requirements.
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New Payroll Deduction Codes For ROTH Plan Memorandum
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Memorandum announcing new payroll deduction codes for the ROTH 457(b) Plan and providing instructions for implementation.
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Required Minimum Distributions (RMD) Form
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Form for setting up Required Minimum Distributions (RMD) for Traditional and SEP IRA accounts at Navy Federal Credit Union.
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NFCU TRANSFER REQUEST FORM
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A form for transferring funds from Navy Federal Credit Union Certificate and IRA accounts to other financial institutions or accounts.
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Contribution Form
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A form for making tax-deductible donations to support New York state parks and historic sites through the Natural Heritage Trust.
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Payroll Deduction Authorization
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A form for employees to authorize payroll deductions for NIU Foundation contributions and specify donation allocations.
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Membership Form
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A form for becoming or renewing membership with donation options and contact information collection.
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2024 NMHC PAC Contribution Form
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A form for making voluntary political contributions to the National Multifamily Housing Council Political Action Committee (NMHC PAC)
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Capital Request Form Template
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A template for creating project proposals to persuade clients or companies to invest in a project or research recommendation.
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Form A (Common Nomination Form For Arrears Of Pension And Commutation Of Pension)
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Hall Of Fame Nomination Form
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RESIGNATION FORM
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Zurich Master Superannuation Fund Contribution Taxation Advice
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Guide for claiming tax deductions on personal superannuation contributions and understanding eligibility requirements.
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New YorkS 529 College Savings Program Direct Plan Payroll Deduction Instruction Form
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Form for establishing, changing, or deleting payroll deduction instructions for New York's 529 College Savings Program.
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Details employer contributions to health savings accounts for Oberlin College employees in 2024, including contribution amounts and IRS limits.
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Ohio State Tax Withholding Form
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Form for School Employees Retirement System members to select state tax withholding preferences for pension payments.
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Services Agreement Fee Disclosure
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Contribution Form For Violence Policy Center
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Online Contribution Form
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MEMBERSHIP FORM
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Membership form for organizations to join the Coalition on Human Needs with sliding scale dues based on annual budget.
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Contribution Form
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Organ Restoration Contribution Form
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OtolaryngologyENT Medical History Form
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Otolaryngology Head And Neck Surgery Patient Medical History Form
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Comprehensive medical history form for patients visiting an Ear, Nose, and Throat (ENT) clinic, collecting patient details, medical conditions, and past surgical history.
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Uniform Branch Office Registration Form
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Stakeholder Pension Application Form P842
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PAC Authorization (0720)
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Pre Authorized Contribution Plan (PAC) Systematic Withdrawal Plan (SWP) Cancellation Form
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UFCW LOCAL ONE PENSION FUND PENSION APPLICATION FORM
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Form ADV Part 2A Brochure
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Official disclosure document for Aurelius Family Office, LLC, providing details about business practices and investment advisory services.
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FIREFIGHTERS UNIFIED RETIREMENT SYSTEM (FURS) OPTIONAL MEMBERSHIP ELECTION FOR PART PAID FIREFIGHTER
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Form for part-paid firefighters to elect or decline membership in the Firefighters' Unified Retirement System
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Patrol Plan Member Verification Of Service Request Form
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Quick Reference Guide PayFlex Health Savings Account (HSA)
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Request For Payment Of Monthly Allowance To A Trust
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Payroll Contribution Form
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UNM Payroll Deduction Form And Instructions
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Campus Payroll Deduction Form
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Contribution By Payroll Deduction Authorization
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A form allowing employees to authorize charitable contributions through payroll deductions to various hospital and medical programs.
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Payroll Deduction Form
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Form for employees to authorize monthly charitable donations through payroll deductions to the COC Foundation.
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Employee Giving Deduction Pledge Form And Payroll Deduction Authorization
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PAYROLL DEDUCTION AUTHORIZATION
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Authorization form for employees to make recurring or one-time payroll deductions to support various university funds and scholarships.
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Annual Giving Payroll Deduction Form
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Form for University of Alabama in Huntsville employees to set up recurring charitable donations through payroll deductions.
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Logan University Payroll Deduction Form
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A form for employees to authorize recurring monthly donations to a university fundraising campaign through payroll deduction.
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LSU Foundation Payroll Deduction Form
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Employee Payroll Deduction Form
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Payroll Deduction Form
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JALC PAYROLL DEDUCTION FORM
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Payroll Deduction Form
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Employee Payroll Deduction Form
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Canton College Foundation Payroll Deduction Form
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Employee Gift Payroll Deduction Form
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Goldman Sachs 529 Plan Payroll Direct Deposit Form
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Faculty Staff Contribution Form
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Norfolk County Retirement System Payroll Procedures Retirement Withholdings
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Detailed procedures for retirement system membership and contribution rates for Norfolk County employees, outlining mandatory membership and contribution guidelines.
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Payroll Withholding Form HSA
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Asset Management Agreement
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Giving By Payroll Deduction
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Political Contribution Refund Application
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Application for receiving a refund for political contributions made during the tax year 2024.
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NATIONAL WEATHER SERVICE INSTRUCTION 100 501
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Directive outlining procedures, eligibility, and guidelines for the National Weather Service Emeritus Program for retired scientists.
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One Time Contribution Form
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Policy 362 Resignation And Retirement
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Policy outlining procedures for employee resignation and retirement, including notification requirements and exit interview processes.
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Payroll Deduction Form
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Private Equity 2024
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Comprehensive global guide to private equity practices and insights across multiple jurisdictions for 2024 and beyond.
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Ear, Nose Throat Consultants Tongue Tie Medical History Form
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Comprehensive medical history form for pediatric patient evaluation focused on tongue tie assessment and related medical conditions.
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Change Of Address Form
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ABC NABET Retirement Trust Plan Application For Retirement Payments
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Pension Application Form
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FORM OF PENSION BENEFIT ELECTION
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A form for selecting pension benefit options, including single life and joint survivor annuity choices for retirees.
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FORM OF PENSION BENEFIT ELECTION
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A form for selecting pension benefit payment options, including single life and joint survivor annuity choices.
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Pension Choices Premium Or Partnership
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A comprehensive guide to pension options for Civil Service employees, explaining premium and partnership pension choices.
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Michigan Department Of Treasury Pension System Report
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Detailed pension system financial report for Kent County, Michigan covering fiscal year 2022.
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Employee Enrollment Form Defined Contribution (RSVP And Lay DC) Plans
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Comprehensive form for employees to enroll in defined contribution retirement plans, capturing personal, employment, and compensation details.
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Monterey Peninsula Restaurant And Hotel Pension Plan Summary Plan Description
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A summary plan description for a pension plan covering restaurant and hotel employees in the Monterey Peninsula area, established through collective bargaining.
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Tax Withholding Election Form For Pension Payments
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Form for electing federal income tax withholding options for pension and annuity payments under the Tax Equity and Fiscal Responsibility Act of 1982.
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PERA Direct Deposit Authorization Form
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PERA Membership Form
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Official membership form for enrolling in the New Mexico Public Employees Retirement Association (PERA) retirement plan
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North Carolina Retirement Plan Enrollment Form
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Enrollment form for North Carolina public employee retirement plans including 401(k) and 457(b) plans
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Tier OneTier Two Estimate Request Instructions
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Instructions for requesting retirement benefit estimates from the Public Employees Retirement System (PERS)
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PERS Group Life Insurance
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Comprehensive document detailing noncontributory and contributory group life insurance coverage for PERS members.
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Personal Law And Finance
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A catalog of educational courses focusing on legal and financial planning for seniors, covering topics like elder care, grant writing, Social Security, and estate planning.
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Special Power Of Attorney
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A legal document allowing individuals to designate representatives for making retirement-related decisions within CalPERS systems.
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A Guide To Your CalPERS Service Credit Purchase Options
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A comprehensive guide explaining service credit purchase options for CalPERS members, including eligibility, types, costs, and purchase process.
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CalPERS Service Retirement Election Application
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Comprehensive guide for CalPERS members to complete their service retirement election application and understand the retirement process.
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Pet Tribute
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A donation form to honor a pet with a tribute in the Whispering Garden at the KSU College of Veterinary Medicine.
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DREDGING CORPORATION OF INDIA LIMITED EMPLOYEES CONTRIBUTORY PROVIDENT FUND SETTLEMENT FORM
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TERMS AND CONDITIONS
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Dental AndOr Vision Option Election Form
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Form for electing dental and vision insurance coverage for retired laborers in Northern California.
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FacultyStaff Payroll Deduction Form
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Gift Pledge Form
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Professional Liability Insurance Form
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Insurance enrollment form for Texas retired teachers returning to work in public schools, providing professional liability coverage.
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Contribution Form
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A donation form for supporting Pacific Northwest Ballet's Annual Fund and New Works Initiative through various contribution levels.
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Asset Transfer Request (ATR) Form
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Form for liquidating plan assets during plan transfers, mergers, or terminations with Nationwide Private Sector Operations.
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Flexible Retirement Policy
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Policy outlining flexible retirement options for employees, including ways to transition from work to retirement while retaining skills and supporting workforce management.
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Power Of The Purse Contribution Form
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A form for making charitable donations of cash, purses, or other items to United Way of East Central Iowa's fundraising event.
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CalPERS Special Power Of Attorney
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A comprehensive guide for CalPERS members on using a special power of attorney for retirement affairs.
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Power Of Attorney Cover Letter
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Revocation Of RRS Durable Power Of Attorney Form
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A legal document used to revoke a previously filed durable power of attorney with the Richmond Retirement System.
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CalPERS Supplemental Income 457 Plan Rollover Contribution Form
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Form for transferring retirement funds from previous qualified plans into CalPERS Supplemental Income 457 Plan
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Credit Card Debit Payment Authorization Agreement Form
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A form for parishioners to set up recurring donations to St. Augustine's Parish via credit card or pre-authorized debit.
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Old Dominion University Research Foundation Tax Sheltered Retirement Plan Enrollment Form
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Enrollment form for a tax-sheltered retirement plan through Principal Life Insurance Company for Old Dominion University Research Foundation employees.
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CERTIFICATION OF PRIOR PUBLIC SERVICE MILITARY
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Form for KCERA members to verify and potentially purchase prior military service credit for retirement benefits.
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Prior Service Credit Request Form
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A form for employees to request service credit from previous non-profit educational employment towards vesting in Carnegie Mellon University retirement plans.
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Subscription Agreement And Power Of Attorney For Probity Mining 2018 Short Duration Flow Through Lim
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Legal document for investors subscribing to a limited partnership investment in mining, with detailed instructions for completing the subscription based on provincial residency.
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Political Contribution Disclosure Form
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Form for disclosing political contributions by vendors when bidding on or renewing contracts with an authority.
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Project Survey Form
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Comprehensive form for collecting project details and room specifications for Brightline lighting design proposals.
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Proxy Materials For US Treasury ETF Funds
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Proxy materials for a special shareholder meeting to approve a new investment advisory agreement following a change in fund management control.
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Prior Service Claim
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Form for teachers to claim prior service credit in the New York State Teachers' Retirement System
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Service Retirement Application
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An application form for members of the Public School Employees Retirement System to apply for service retirement benefits.
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Contribution Form
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A donation form for contributing financial support to Postpartum Support International, a non-profit organization providing support for perinatal mental health.
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Resignation Retirement
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Official document for employees voluntarily resigning or retiring from their position in the Sacramento City Unified School District.
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Purchase Of Credited Service Frequently Asked Questions Plans B And E Non Represented Employees
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Purchase Request
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A form for Alameda County Employees' Retirement Association members to purchase service credit prior to retirement.
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Instructions For Purchase Of Service Credit Application Form
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Instructions for city employees to purchase forfeited or prior service credit towards their pension plan benefits.
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Purchase Transfer Request
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A form for transferring funds from qualified retirement plans to purchase service credits in Alabama state retirement systems
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Domestic Relations Order Drafting Request Form
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A legal form used to request drafting of a Qualified Domestic Relations Order for division of retirement benefits during divorce proceedings.
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Qualified Illinois Domestic Relations Order (QILDRO)
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A legal document for dividing a member's retirement system benefits between the member and an alternate payee during a domestic relations proceeding.
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QILDRO Calculation Court Order
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A legal document for calculating pension benefit allocation between a member and alternate payee in the State Employees' Retirement System.
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Quick Reference Guide
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Comprehensive guide for Maryland state employees covering health insurance, retirement, human resources, and payroll information.
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PensionsFormR57 Local Government Pension Scheme
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Instructions for completing retirement forms for the Local Government Pension Scheme, including details about Lifetime Allowance calculations.
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Leaving Covered Employment Requesting A Refund
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Detailed instructions for members seeking a refund from their South Carolina Retirement System after leaving covered employment.
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Retirement Benefits Training Service Purchase Payments
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Guidelines for retirement service purchase payments including acceptable payment methods, installment details, and tax considerations for fiscal year 2025.
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AUTHOR CONTRIBUTION FORM
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A form designed to document and track individual author contributions to a research manuscript according to specific criteria.
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Retired Employees Association Membership Form
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Membership form for retired University of West Florida employees to join the Retired Employees Association and support the organization's mission.
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TIAA Retirement Plan Contribution Form
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A form for employees to specify retirement plan contributions and allocations through TIAA at Kenyon College.
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NAA Research And Education Foundation Contribution Form
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A donation form for making charitable contributions to the NAA Research and Education Foundation with multiple payment options.
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REGISTERED SECURITIES ACCOUNT AGREEMENT ORDER TAKING AGREEMENT
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Legal agreement for holding and managing registered financial securities with Societe Generale Securities Services (SGSS)
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Report Of Survey Request For Retirement Of Property
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A form used by Florida International University to request retirement and accountability relief for university property assets valued at $5,000 or more.
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Sale Order Form
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A form for selling securities through Republic Securities Limited on the Ghana Stock Exchange
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REQUEST FOR APPLICATION FORM
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A form to request a pension application for various retirement benefits from the Michigan Carpenters' Pension Fund.
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REQUEST FOR APPLICATION FORM
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A form to request a pension application for various retirement benefits for workers in the cement mason and plasterer trades.
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Request For Application Plumbers Pipefitters Local 172 Pension Plan
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A formal request form for obtaining a pension application for retirement benefits from the Plumbers and Pipefitters Local 172 Pension Plan.
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Goldman Sachs Global Banking Markets Derivative Clearing Services Request For Proposal Form
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Request for proposal form for investment advisors seeking to utilize Goldman Sachs' derivative clearing services and provide details about their organization.
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SEFA Campaign Participation Form
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Form for state employees to make charitable contributions through payroll deduction or one-time check donation
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Residency Application Form
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An application form for seniors seeking residency at Seton Villa Retirement Centre, a supportive housing environment for independent living.
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Residency Application Form
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A comprehensive application form for potential residents of Seton Villa Retirement Centre, collecting personal and medical information for housing placement.
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RetirementResignation Form
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A form for employees to officially submit their retirement or resignation from the PYLUSD school district.
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WEAC Retired PAC Voluntary Contribution Form
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Voluntary contribution form for supporting pro-public education candidates through the Wisconsin Education Association Council Political Action Committee.
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Dental AndOr Vision Option Election Form
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Form for electing optional dental and vision insurance coverage for retired laborers.
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Enrollment Form
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Insurance enrollment form for University of California employees and retirees seeking accidental death and dismemberment coverage through Prudential Insurance
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ANUBHAV Online System For Submission And Display Of Commendable Work Done By Retiring Employees
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An online system allowing retiring Central Government employees to showcase their professional achievements and contributions before retirement.
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Retiree Or Inactive Change Of Address Form
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A form for retirees and inactive members to update their personal contact information with the Employees' Retirement System of Georgia (ERSGA)
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Change Of Address Or Name Form
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A form for Montgomery County employees to update personal contact information and address for retirement plans
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STATE AND PUBLIC SCHOOL RETIREE CHANGE OF ADDRESS FORM
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A form for state and public school retirees to update their mailing address with the Employee Benefits Division.
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Retiree Change In NameAddress Form
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A form for Fulton County Retirement System retirees to update personal information, including name and address changes.
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RETIREE HEALTH COVERAGE CONTACT FORM
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A form for collecting updated contact and personal information for retirees to maintain health coverage communication.
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Emergency Contact Form
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A form for collecting emergency contact details and contact information for retired employees.
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NTEU Retiree Membership Form
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Membership form for retired members of the National Treasury Employees Union (NTEU)
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Retiree Change Of Address Form
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A form for University of Missouri System retirees to update their contact and address information for retirement programs.
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RETIREE ANNUAL APPEAL CONTRIBUTION FORM
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A gift contribution form for making financial donations to Alfred State College, with options for scholarship and payment methods.
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Retirement Allowance Estimate Request
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A form for CalPERS members to request an estimate of their potential retirement benefit amounts within one year of their anticipated retirement date.
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Faculty And Staff Retirement Checklist
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A comprehensive guide for faculty and staff retirement preparation at Seminole State College, outlining key steps for retiring employees.
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Faculty And Staff Retirement Checklist
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Comprehensive retirement checklist for Seminole State College faculty and staff, providing step-by-step instructions for retirement planning and documentation.
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State Of West Virginia Public Employee Insurance Agency Retiree Health And Life Insurance Enrollment
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A form for West Virginia public employees to enroll in health and basic life insurance coverage upon retirement.
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State Of West Virginia Public Employee Insurance Agency Retiree Health And Basic Life Insurance Enro
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A form for West Virginia public employees to enroll in retirement health and basic life insurance coverage
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Twin City Hospital Workers Pension Plan
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Instructions for submitting a pension application for hospital workers, detailing required documentation and processing timeline.
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Retirement Plan And Disability Waiver Form
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Form for waiving waiting period for retirement and disability coverage when transferring employment to Northeastern
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Retirement Planning Checklist For Full Time Employees
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A comprehensive checklist for district employees preparing to retire, covering steps related to retirement applications, benefits, and insurance.
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RetirementResignation Form
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A form for employees of Brockton Public Schools to formally notify the organization of their retirement or resignation.
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Certificated Retirement Or Resignation Form
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Form for certificated employees to formally document their retirement or resignation from Simi Valley Unified School District
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RetirementResignation Form
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A comprehensive form for employees to document their retirement or resignation process, including personal information, job details, and required steps.
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Retirements And Retiree Benefits
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Comprehensive guide for Pittsburg State University employees detailing retirement eligibility, benefits, and process for retiring staff and faculty.
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Retirement Separation Checklist
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A comprehensive guide for military personnel preparing for retirement or separation, outlining key steps and resources for career transition.
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Federal And Maryland State Tax Withholding Request
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A form for filing federal and Maryland state tax withholding elections for retirement account holders
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Revenue Royalty Notes
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A white paper exploring revenue royalty notes as an alternative financing method for businesses, offering insights for investors and companies seeking growth capital.
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Payroll Deduction Request Form
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A form allowing Wiley employees to authorize payroll deductions for institutional contributions.
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QDRO Guidelines Defined Benefit Plans
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Guidelines for determining the qualified status of a Qualified Approved Domestic Relations Order (QDRO) for State of Connecticut employees during divorce proceedings
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IRA Transfer Request Form
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A form for transferring Individual Retirement Account (IRA) assets between financial institutions or account types.
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RFA Membership Form
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Membership form for University of North Carolina-Chapel Hill retired faculty to join or renew their association membership.
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Retired Faculty Of The University Of Florida Membership Form
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Annual membership form for retired faculty at the University of Florida, collecting personal and payment information for membership dues.
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NDPERS Retiree Health Insurance Credit (RHIC) Program Claim Form
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A claim form for North Dakota Public Employees Retirement System retirees to claim health insurance premium reimbursements.
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Representative Payee Application
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Application for managing retirement benefits for annuitants who cannot handle their own payments, used by the U.S. Office of Personnel Management.
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Account In The Name Of Revocable Living Trust (RLT) Instructions
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Comprehensive instructions for establishing a trust account with Pentagon Federal Credit Union, detailing required forms and procedures for trust account creation.
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DTC BD Purchase Form
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A bond purchase form for investors seeking to purchase B or B-R bonds from Red Oak Capital Fund V, LLC with investor eligibility requirements.
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Red Oak Capital Intermediate Income Fund, LLC Bonds DTC Purchase Form
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Investment form for purchasing bonds through DTC with investor eligibility certification requirements.
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Room Naming Nomination Form
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A policy and process for nominating individuals or organizations to have college facilities named in recognition of significant contributions.
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The Rotary Foundation Contribution Form
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A comprehensive form for making financial contributions to The Rotary Foundation through various payment methods and donation types.
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PERSI Durable Limited Power Of Attorney
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A legal document allowing a PERSI member to designate an attorney-in-fact to act on their behalf in matters involving PERSI
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Electronic Funds Transfer Direct Deposit Enrollment Application
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Application for enrolling in electronic funds transfer and direct deposit for New York State & Local Retirement System benefits
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Notice Regarding Federal And State Income Tax Withholding Requirements On Retirement Income
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Important document explaining tax withholding options and requirements for retirement income from Los Angeles County Employees Retirement Association.
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RSVP Retired Senior Volunteer Program Volunteer Application Form
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Application form for seniors and retired individuals interested in volunteering in Louisville, Kentucky
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Gift In Kind Contribution Form
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Form for donors to document and contribute non-monetary gifts to the Radford University Foundation
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Rules On Classifying Customers
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Guidelines for classifying securities trading clients into professional, eligible counterparties, or retail clients based on regulatory requirements.
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Request For ChangeCorrection In Subscriber Master Details AndOr Reissue Of I PinT PinPRAN Card
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A form for requesting changes to personal details, nominations, or reissuing identification documents for a retirement account.
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Request For ChangeCorrection In Subscriber Master Details AndOr Reissue Of I PINT PINPRAN Card
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A form for NPS subscribers to request changes to their personal details or reissue of identification documents.
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Senate Action Form No. 1175
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A university senate action form approving a loan policy for an optional retirement plan at the University of Northern Colorado.
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TAX WITHHOLDING
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Form for determining federal and California state income tax withholding for retirement allowance recipients.
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Sacco Membership Withdrawal Letter Sample
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A document describing the process and requirements for withdrawing membership from a SACCO (Savings and Credit Cooperative Organization)
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STATE OF VERMONT STATE EMPLOYEE DEFERRED COMPENSATION PLAN EMPLOYEE REQUEST FOR PAYROLL DEDUCTION
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A form for Vermont state employees to request payroll deductions for a deferred compensation retirement investment plan under Section 457(b).
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Sales Order Form
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Order form for purchasing securities through Global Asset Management in Nigeria, with details for investor information and transaction specifics.
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Sales Order Form
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Form for authorizing the sale of stocks through Financial Trust Company Nigeria Limited at prevailing market prices.
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Santander Investment Hub Terms And Conditions
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Legal document outlining terms and conditions for Santander Investment Hub accounts, including changes effective February 2021.
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Summaries At A Glance SAVIN Governance Committee Meeting
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Minutes documenting the SAVIN Governance Committee meeting discussing administrative matters and meeting minutes review.
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Survivor Benefit Application Form
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An application form for survivors to claim pension benefits for a deceased account holder
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Contribution Form
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A form for individuals and organizations to make financial contributions to Southside Behavioral Health Systems, a non-profit organization.
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DONOR CONTRIBUTION FORM
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A form for employees to make charitable donations through payroll deductions or one-time contributions to designated agencies.
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State Charitable Campaign Donor Contribution Form
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A form for employees to make charitable donations through payroll deduction or one-time gifts to selected charities.
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Payroll Deduction Form For NC State Employees
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A form allowing NC State employees to authorize voluntary payroll deductions for university fund contributions.
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Contribution Form
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A donation form for individuals to contribute financial support to Scripps Research organization via check, money order, or credit card.
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South Carolina Retail Political Action Committee Contribution Form
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A form for making political contributions to the South Carolina Retail Political Action Committee, supporting political candidates at state and federal levels.
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Application Canada Education Savings Grant (CESG) And Canada Learning Bond (CLB)
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Official form for applying to Canada Education Savings Grant and Canada Learning Bond for registered education savings plans.
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FS Publication 0103
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A document explaining trusts, trust types, and Treasury Direct account procedures for trust transactions.
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Receipt Of Retirement Information Acknowledgement
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Form for acknowledging receipt of retirement information and election package for state miscellaneous and industrial members
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Auction Procurement Form
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Form for collecting donation item details and donor information for a charitable auction fundraiser.
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Selecting A Financial Advisor
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A comprehensive fact sheet providing guidance on finding, evaluating, and selecting a professional financial advisor for personal financial needs.
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ACTIVE MEMBER BENEFICIARY NOMINATION FORM
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A legal document for nominating principal and contingent beneficiaries for retirement benefits with the Pennsylvania State Employees' Retirement System.
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Permanent Mailing Address Form
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Employment and retirement system membership form for school employees in Ohio, collecting personal and job classification information.
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RefundRollover Request Form
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Form for state employees to request withdrawal of accumulated pension deductions, which terminates retirement system membership.
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Request For Service Credit Cost Information Service Prior To Membership
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A form for requesting service credit cost information for employment prior to CalPERS membership
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CalPERS Service Retirement Election Application
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Official form for California Public Employees' Retirement System members to elect service retirement and select annuity options.
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TRS 1, TRS 2 And TRS 3 Service Retirement
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Informational bulletin explaining retirement eligibility and calculation for Teacher Retirement System members in TRS 1, TRS 2, and TRS 3.
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SERVICE WAIVER FORM
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A form for employees to document previous employment and retirement plan eligibility when waiving a waiting period for retirement plan enrollment.
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Seton Villa Residency Application Form
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Application form for seniors seeking residency at Seton Villa Retirement Centre in Burnaby, BC, with eligibility requirements for applicants 65 years or older.
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SEVERSTAL WHEELING, INC. RETIREMENT COMMITTEE Et Al V. WPN CORPORATION Et Al
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Legal opinion and order from United States District Court in a retirement plan dispute between Severstal Wheeling and WPN Corporation
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POWER OF ATTORNEY INSTRUCTIONS
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Detailed guide for San Francisco Employees' Retirement System members on completing a power of attorney for retirement affairs.
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Shareholders Agreement For Madhya Pradesh Urban Infrastructure Fund
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A legal document outlining the shareholders' agreement between Madhya Pradesh Urban Infrastructure Fund, a consultant, and a private limited company.
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Transfer Request Form
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A comprehensive form for transferring shares or units in real estate investment trusts, including ownership change details and tax information.
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Printable Contribution Form
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A donation form for contributing to the Sharing Network Foundation, with options for credit card and tribute donations.
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Investment Guidelines
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Comprehensive guidelines for investment streams and application process for the Shaw Rocket Fund.
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Faculty And Staff Annual Giving Form
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A form for Shepherd University faculty and staff to make annual charitable contributions through various payment methods, including payroll deduction.
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St. Joseph Center Contribution Form
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A tax-deductible donation form for contributing to St. Joseph Center's various support programs and initiatives.
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SuperEasy KiwiSaver Superannuation Scheme Benefit Application Form
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A form for members of the SuperEasy KiwiSaver Superannuation Scheme to request withdrawal of their savings under various permitted conditions.
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Citizenship By Investment Programme Application For Saint Lucian Citizenship Dependent
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Official application form for obtaining Saint Lucian citizenship through investment program for dependents.
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Service Level Agreement
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Legal agreement outlining service terms between Courtney Capital Management and client for financial instrument intermediary services.
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Key Facts Sheet
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A document providing critical information for prospective franchisees about a franchise opportunity and its legal considerations.
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ING Corporate Card Program SmartData Reporting File Delivery Application Change Form
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Form for managing corporate card program services, including SmartData reporting and file delivery administrator settings.
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Payroll Deduction Gift Form
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A form for employees to authorize charitable payroll deductions and gift designations to Saint Mary's College
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Payroll Deduction Form
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A form allowing employees to authorize recurring payroll deductions for donations to Smith College.
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Sheet Metal Workers Local 10 Pension Fund Summary Plan Description
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Comprehensive document detailing pension plan benefits, eligibility, and provisions for Sheet Metal Workers' Local 10 union members.
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SoonerSave Participant Quick Enrollment Form
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Enrollment form for Oklahoma State Employee's Deferred Compensation Plan allowing employees to set up retirement contributions.
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SoonerSave Participant Quick Enrollment Form
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Enrollment form for Oklahoma State Employee's Deferred Compensation Plan allowing participants to set up payroll contributions to retirement accounts.
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Contribution Confirmation Form
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A form for individuals or businesses to make financial contributions to Shelters of Saratoga non-profit organization.
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Bricklayers Union No. 1 Of Kentucky Pension Trust Fund Pension Plan Summary Plan Description
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A comprehensive summary of the pension plan provisions for members of Bricklayers Union No. 1 of Kentucky, including benefits, application procedures, and recent changes.
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CalPERS Special Power Of Attorney
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A comprehensive guide explaining how to designate an attorney-in-fact for managing CalPERS retirement and survivor benefit decisions.
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PERS OSS 138 Designation Of Attorney In Fact (Agent)
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A legal document allowing appointment of an attorney-in-fact to make retirement-related decisions for the principal within CalPERS systems.
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A Guide To Your Benefits From The Seafarers Pension Plan
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Comprehensive guide detailing pension benefits, eligibility, calculation, and application process for Seafarers Pension Plan participants.
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Supplemental Retirement Account (SRA) Employee Payroll Deduction Form
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Form for employees to establish payroll deductions for retirement accounts under 457(b) and 403(b) sections at Michigan Technological University.
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Declaration Of Payroll Deduction
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Form allowing employees to authorize payroll deductions for retirement accounts, contributions, and miscellaneous purposes at Lincoln Memorial University.
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Workplace Savings Plan Contribution Form
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Form for directing paycheck deductions to a selected retirement plan with various contribution type options.
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Change Of Address Form
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A form for updating personal contact information for investment account holders with State Street Global Advisors.
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MEMBERSHIP CONTRIBUTION FORM
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Form for United Nations staff members to authorize payroll deductions or make lump-sum contributions to the UN Staff Union.
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Standard RetirementResignation Form
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A form for employees to formally request retirement or resignation from their position with the school district.
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STANDARD WARRANTY CLAIM FORM
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A form for submitting warranty claims for tire defects or issues to Tireco.
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State Income Tax Withholding Request
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A form for selecting state income tax withholding preferences for retirement payments across several Midwestern states.
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RefundRollover Request Form
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Form for state employees to request withdrawal of accumulated pension deductions and terminate retirement system membership.
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STANDARD WARRANTY CLAIM FORM
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A form for submitting warranty claims and product returns for tire defects or issues.
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Stock Contribution Form
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A form for donors to contribute stock to the Turner Syndrome Foundation as a charitable gift.
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Stranded Assets Repositioning Investments Concept Proposal Form
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A proposal form for submitting potential investment opportunities for repositioning stranded assets to the New Jersey Economic Development Authority.
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Strike Purchase Information From The CAAT Pension Plan
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Information for CAAT Pension Plan members about purchasing pensionable service lost during a strike, with a special purchase window starting in June 2018.
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Sub Advisory Agreement Between Insert Advisory Firm Name And Interactive Brokers Asset Management
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A legal agreement between an advisory firm and Interactive Brokers Asset Management for sub-advisory portfolio management services.
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Confidential Private Placement Memorandum Of Membership Interests In TEI Quarterly Debt Fund LLC
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Confidential memorandum detailing the private placement offering of membership units in an investment fund with specific investor qualifications and subscription instructions.
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ACRO SECURITIES HF. SUMMARY OF MARKET TRADING RISKS
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A comprehensive overview of potential risks associated with financial instrument trading for ACRO Securities customers.
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Summary Of The Pension Plan For Lay Employees
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Comprehensive summary of the pension benefits provided by the Archdiocese of Galveston-Houston for lay employees, explaining eligibility, retirement options, and benefit calculations.
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YMCA Retirement Fund Summary Plan Description Booklet
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A comprehensive summary of the retirement and savings plans offered by the YMCA Retirement Fund for its members and employees.
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SUNY Charitable Giving Campaign Deduction Form
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A form allowing employees to make charitable contributions to SUNY campuses through payroll deductions
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Deduction Authorization Form For EnrollmentChangeCancellation In FIDELITY INVESTMENTS 403(B) Supplem
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A form for University System of Maryland employees to authorize, change, or cancel retirement plan deductions through Fidelity Investments 403(b) Supplemental Retirement Plan.
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HSA Contribution Form
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A form for making contributions to a Health Savings Account with details about contribution type and account information.
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Sustain Campaign Contribution Form
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Fundraising form for collecting campaign donations with multiple contribution levels and donor recognition options.
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Statewide Volunteer Firefighter (SVF) Plan
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Detailed explanation of a defined benefit plan for volunteer firefighters with benefit levels and vesting requirements.
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Sundaram Mutual Fund RedemptionSwitch Request Form
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A form for redeeming or switching mutual fund units with various investment options and plans.
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Funds Transfer Pre Authorized Debit (PAD) Agreement
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A document for setting up pre-authorized debit payments for investment contributions to SaskWorks Venture Fund.
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TAD FUNDING APPLICATION
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A comprehensive application form for developers seeking funding through a Tax Allocation District program, collecting detailed project and participant information.
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Member Agreement For Taproot Investment Cooperative (TIC)
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A membership agreement outlining the terms, rights, and responsibilities of joining the Taproot Investment Cooperative as a member-investor.
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Tax Credit For Contribution Program
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Guidelines for a tax credit program offering 50% credit on eligible contributions to specific state funds by taxpayers.
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REQUEST FOR INCOME TAX WITHHOLDING
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TCDRS Durable Power Of Attorney
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A legal document explaining the requirements and usage of a durable power of attorney for the Texas County & District Retirement System
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Report Of The Multi Year Expert Meeting On Investment For Development
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Report of a UN conference discussing international investment agreements and their development implications, held in Geneva in February 2009.
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Teacher Day Count Verification Of School Days Worked
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A form for verifying school days worked by teachers for the Employees' Retirement System of Rhode Island to establish service credit.
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TEACHER RETIREMENT EARLY NOTIFICATION INCENTIVE HR 9
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District policy offering a $1,500 stipend for teachers who submit retirement or resignation by February 1st for the current school year.
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Termination Of Employment Benefits Fact Sheet
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Comprehensive guide for University of California employees detailing benefits procedures and deadlines upon job separation or retirement.
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Tax Credit Donor Participant Guide
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Guide for eligible Pennsylvania donors to participate in a tax credit program supporting Quaker education through contribution and membership process.
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Authorization For Direct Deposit
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Official form for setting up direct deposit of retirement benefits for North Dakota Teachers' Fund for Retirement annuitants.
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TFFR Retirement Guide
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Comprehensive guide for North Dakota teachers to understand and apply for retirement benefits from the Teachers' Fund for Retirement (TFFR).
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Contribution Form Building Service 32BJ Supplemental Retirement Savings Plan
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Form for participants to start, change, or stop pre-tax contributions to a supplemental retirement savings plan.
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TIAA Retirement Plan Contribution Form
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A form for employees to specify retirement plan contributions and allocate funding for their retirement annuity contract at Kenyon College.
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Report Of The Ninety Third Session Of The TIR Executive Board (TIRExB)
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Official report of the 93rd session of the TIR Executive Board held in Geneva on 10 October 2022, documenting attendance and key discussions.
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Advisory Account Management Agreement
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TRANSFER TRANSFEROR
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WARRANTY CLAIM FORM
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A comprehensive form for submitting warranty claims for wheels and tires, including detailed vehicle and contact information.
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Direct Deposit Agreement
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A form for setting up electronic transfer of monthly benefit payments to a personal bank account for TRA members or beneficiaries.
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Traditional IRA Contribution And Investment Selection Form
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Form for making contributions, rollovers, and investment selections for a Traditional Individual Retirement Account (IRA)
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Traditional IRA Contribution And Investment Selection Form
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A detailed form for making contributions to a Traditional Individual Retirement Account (IRA), including contribution type and investment selection.
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TRADITIONAL IRA TRANSFER REQUEST
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A form for transferring funds between Traditional IRA accounts or inheriting IRA funds from a decedent.
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Stock Transfer Request Form
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Instructions for transferring stock to a new account, another holder, or requesting a legal name change, with specific documentation requirements.
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Rosendin Foundation Charitable Contribution Form
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Employee form for making charitable donations through payroll deduction to the Rosendin Foundation.
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THE ROTARY FOUNDATION CONTRIBUTION FORM
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A comprehensive form for making financial contributions to The Rotary Foundation supporting various global humanitarian causes.
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403(B)(7) Custodial Account Application
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Application form for opening or modifying a 403(b) retirement custodial account with T. Rowe Price for employees.
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Pre Retirement Package
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A comprehensive guide for employees preparing for retirement, providing consultation details and key preparation steps.
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Direct RolloverTransfer To ICMA RC Form Checklist
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A comprehensive form guide for transferring retirement plan assets to an ICMA-RC account with detailed instructions for completion.
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Request For Comments On Transatlantic Trade And Investment Partnership
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Letter from BSA | The Software Alliance providing views on trade negotiations between the United States and European Union.
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The University Of Alabama Retirees Association Membership Form
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Membership form for University of Alabama retirees and their spouses to join the University of Alabama Retirees Association (TUARA)
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TWIN VEE POWERCATS, INC. SUBSCRIPTION AGREEMENT AND SUITABILITY QUESTIONNAIRE
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UC Medicare PPOHigh Option Supplement Enrollment Form
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Enrollment form for UC retirees and family members to assign and coordinate Medicare prescription drug plan coverage.
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UCRP Special Durable Power Of Attorney
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A legal document that allows a UCRP member to designate a representative to manage retirement and health benefit matters.
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Employee Payroll Deduction Form
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Form for University of the District of Columbia employees to authorize charitable payroll deductions to support university fundraising initiatives.
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457 Unforeseeable Emergency Distribution Form
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A form for participants to request emergency distribution from a retirement plan due to severe financial hardship.
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Donor Contribution Form
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A form for making charitable donations to the University of Idaho Foundation through various payment methods.
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A GUIDE TO YOUR BENEFITS FROM THE UNITED INDUSTRIAL WORKERS PENSION PLAN
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A comprehensive guide explaining pension benefits for workers covered by United Industrial Workers multi-employer collective bargaining agreements.
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Uniservices Shareholders Agreement Easy Start Up 2019
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Legal document outlining governance and business arrangements between shareholders of a company, including UniServices and individual shareholders.
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Retirement Timeline And Benefits Guide
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Comprehensive guide outlining step-by-step procedures and timelines for UNM faculty preparing for retirement, including ERB and Medicare requirements.
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Proof Of Claim And Release Under Armour Securities Litigation
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Legal claim form for investors who purchased Under Armour stock between September 16, 2015 and November 1, 2019 to participate in securities litigation settlement.
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HCP Political Action Committee (PAC) Contribution Form
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Political contribution form for home care industry professionals to support the HCP Political Action Committee in New York State
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APPLICATION FOR PURCHASE US DOLLAR PREMIUM BOND
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An application form for non-resident individuals to purchase 3-year US Dollar Premium Bonds with specific documentation requirements.
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Retirement Inquiry Form
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Form for determining retirement eligibility and healthcare benefits for University System of Georgia employees.
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Caltech United Way Campaign 2024 One Time Contribution Form
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A form for making one-time charitable donations to United Way and other designated non-profit organizations through the Caltech United Way Campaign.
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Local 134 Vacation Savings Fund Contribution Form
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Document for tracking contractor and employee vacation fund contributions with personal and financial details.
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VALO CALIFORNIA FLIP FUND, LLC Subscription Agreement
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Instructions for completing a subscription agreement and suitability questionnaire for investment in a California real estate investment fund.
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Value In Kind Contribution Form
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A form to document donations of products or services to Special Olympics Georgia, including donor details and contribution specifics.
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403(B) Contribution Form Salary Reduction Agreement
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A form for participants to authorize salary reduction contributions to a 403(b) retirement plan, including options for before-tax and Roth contributions.
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SRSP 401(K) Contribution Form
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Form for employees to elect 401(k) contributions to the Supplemental Retirement Savings Plan (SRSP)
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Vanguard Termination Request
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A form for participants of Columbia University retirement plans to request distribution or rollover of retirement account assets.
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Buy Direction Letter
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Vasavi Raksha Pension Scheme 2011
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Application form for the Vasavi Raksha Pension Scheme, collecting personal and health information from applicants.
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DIVORCE BENEFIT APPLICATION
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A form for processing retirement fund benefits in the context of a divorce settlement, used by Alexander Forbes Financial Services.
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Vision Enrollment
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Form for ACERA retirees to enroll in or modify vision insurance coverage options.
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Voluntary Payroll Deduction Form
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A form allowing University of Hartford employees to voluntarily authorize recurring payroll deductions for charitable contributions.
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Voluntary Retirement Incentive Program Waiver, Release, And Resignation
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V Roth After Tax (Rev. 72018) INVESTMENT AGREEMENT FOR THE KANSAS BOARD OF REGENTS (KBOR) VOLUNTARY
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A form for employees of Pittsburg State University to make Roth contributions to the voluntary retirement plan, specifying contribution amount and authorization.
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Investment Agreement For The Kansas Board Of Regents (KBOR) Voluntary Retirement Plan
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Mandatory form for employees of Pittsburg State University to make pre-tax contributions to the voluntary retirement plan under IRC Section 403(b).
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W 4N Instructions
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Official guidance for completing the Nebraska state income tax withholding form for public employees retirement system annuity payments and distributions.
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FEDERAL TAX WITHHOLDING FORM
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Guidance for federal tax withholding on pension payments, explaining legal requirements and individual options for tax withholding.
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Withholding Certificate For Pension Benefit Payments
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A form for selecting federal and state tax withholding options for pension benefit payments.
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TIAA Contribution Form 2024
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Super And Pension Application Form
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Application form for opening a superannuation and pension account with ClearView WealthFoundations
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WEDO Contribution Form
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A donation form for contributing financial support to the Women's Environment & Development Organization (WEDO)
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Deferred Compensation Plan NYCE IRA Withdrawal Cancellation Form
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A form used to cancel distributions or rollovers from 457, 401(k), or NYCE IRA accounts with time-sensitive submission requirements.
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Roth Individual Retirement Custodial Account
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A document for establishing a self-directed Roth Individual Retirement Account with instructions and legal requirements.
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Traditional IRA Organizer Self Directed
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MY BENEFIT PL AN BOOKLET
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A benefit plan booklet for retired firefighters and their surviving spouses from the City of Windsor, providing group benefits through Green Shield Canada.
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Employee Payroll Deduction Donation Form
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A form allowing employees to authorize recurring charitable donations to Women Rock, Inc. through payroll deductions to support breast cancer awareness and patient services.
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WRRS Prior Non Membership Service Purchase Form
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Form for purchasing prior non-membership service credits in the Worcester Regional Retirement System
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Employee Payroll Contribution Form
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Form for employees to set up or modify recurring payroll contributions to institutional funds and programs.
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