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Free Exam: GY BSC Closed Loop for WE 0611

Number of Questions in Test: 5

Note: Answers are not shown below but will be copied with this test.

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Question 1

We need to always open a case if you will need to do call backs.

Type: True/False
Points: 1

Question 2

A pension estimate or pension calculation is the determination of a dollar amount a
payee can expect to receive from their qualified defined benefit pension plan, based on a defined set of variables associated with that payee such as: ( Choose all that applies:)

Type: Multiple response
Points: 3
Randomize answers: No
Grade style: Partial - points removed for incorrect answers

Question 3

If the planned retirement date being advised by the caller is within 90 days
of the estimated retirement date on the Pension Estimate Calculation Form, request that
a Retirement Kit be mailed to the caller .

Type: True/False
Points: 1

Question 4

_________lists the optional methods in which the benefit can be paid.

Type: Multiple choice
Points: 1
Randomize answers: No

Question 5

_____ is a temporary benefit payable for a specific period of time as noted
on the calculation or if the payee commences Social Security prior to that date. The

Type: Multiple choice
Points: 1
Randomize answers: No

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