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BakingFool

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  1. I wanted to chime in with my personal experience. I am hitting age 65, and the SSA sent me two of these forms - both related to a company I worked for and left in 1998. One shows the name of the company, and a report from 1999 that I would have a pension of $150 a month. The other shows a successor company's name, at the same administrator address as on the first form, as a 401k plan and a balance reported in 2000 of $9,700. I checked my records, and found that I had rolled over about $4,000 from that company's pension fund in 2000, and rolled over $10,000 from my 401k account at the company to my rollover IRA account in 2004. Thus, in fact, it appears I have nothing left of a pension or 401k at that company or its successor. From the discussion above, this is due to there being no requirement at that time for SSA to be updated that withdrawals occurred. Interestingly, I have been receiving a (small) pension from a company I left in 1988, and the SSA did not send a notice for that company.
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