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PDF Fillable/saveable: PF-124E (size 1.4 Mb)
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Last Update: January 2021
Form No.: PF-124E
Title: Actuary’s Certification, DB SEPP to SEPP transfers under s. 80 or 81
Purpose of Form:
To facilitate the application process for an asset transfer under s. 80 or 81. This is an actuarial certification that was included as part of the asset transfer guidance issued in January 2021.
Instructions on How to Use the Form: Instructions are included in the form.