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Compare Job-Change Retirement Plan Options
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DSST
DSSTPF.278 Compare Job-Change Retirement Plan Options
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A worker is told that a new plan accepts rollovers but requires proof that the old distribution is eligible. Which documentation is most relevant?
A
Plan distribution paperwork, rollover check details, and certifications requested by the receiving plan.
B
A personal note promising future investment returns.
C
A credit card statement showing current spending.
D
A copy of the worker's final performance review.
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