About this document

Target Retirement Date Change Form by jgreys69 is a document available to read on EtoBox.

This form allows a member to change their Target Retirement Date (TRD) for their retirement plan. It requests the member provide their name, contact details, date of birth, and the new TRD. Selecting a new TRD will trigger automatic switching of investments from long-term to short-term funds in the specified number of years before the TRD. The form must be signed and returned to the Pensions Department by a certain date for the transaction to be processed on the next valuation day. Personal information prov

Author

jgreys69

Language

EN