In need of a 5-6 min. INFORMATIVE SPEECH written about PANIC ATTACKS AND ANXIETY with 3 to 5 powerpoint slides.

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How to Roll Your Money into Your Employer Sponsored Retirement Plan with Walgreen Profit-Sharing Retirement Plan In this packet, you will find information and a form necessary to roll over your Individual Retirement Account (IRA) or employer sponsored retirement plan to your current employer sponsored retirement plan with Walgreen Profit-Sharing Retirement Plan. It’s easy! All you have to do is follow the Rollover Checklist. The checklist items are required to complete your rollover. Rollover Checklist Complete and sign the Incoming Rollover form included in this packet. A copy of the original distribution check stub must be attached if you are sending in the check and this form together. If you are rolling over from an IRA, please provide a copy of the most recent account statement. If you are rolling over from an employer sponsored retirement plan, please provide a copy of the most recent account statement showing the Internal Revenue Code ("Code") plan type, plan name, and if applicable, Roth first contribution date and Roth contribution amounts. Questions? Please call our Rollover Services Team at 1-866-360-1192, Opt 3. We are available to assist you 9 a.m. to 8 p.m. Eastern time, Monday through Friday. WLGRNS FRLCNT 10/17/17 09/13/17 ][ ][ )( )( 150103-01 CHG NUPART NO_GRPG 49644/JTYL NO_GRPG 49644/ NTHBRR DOC ID: 308693136 MANUAL/SR 3401321 Page 1 of 12 Page 1 of 12 ][ ][ )( )( Incoming Rollover Election How to Roll Your Money into Your Employer Sponsored Retirement Plan with Walgreen Profit-Sharing Retirement Plan In this packet, you will find information and aPlan form necessary to roll over your Individual Retirement Account (IRA) 150103-01 or employer Walgreen Profit-Sharing Retirement sponsored retirement plan to your current employer sponsored retirement plan with Walgreen Profit-Sharing Retirement If you have already received a rollover check, send this form and the check together to the address shown in the Payment Plan. Instructions section. Please see the Step-by-Step Instructions for Rollover Contributions for important details about the It’s easy!toAllcomplete you haveyour to do is followrollover the Rollover checklist items are required to complete your rollover. process incoming beforeChecklist. submittingThe your form and check. If your previous provider has not already issued a rollover check, and you would like assistance with contacting your Rollover Checklist previous provider or to learn more about your account consolidation options, please call 1-866-360-1192, Option 3. A dedicated specialist you initiate yourform incoming rollover the phone. Complete and signcan thehelp Incoming Rollover included in thisover packet. A copy of the original distribution check stub must be attached if you are sending in the check and this form together. Participant Information If you are rolling over from an IRA, please provide a copy of the most recent account statement. If you are rolling over from an employer sponsored retirement plan, please provide a copy of the most recent account statement showing the Internal Revenue Code ("Code") plan type, plan name, contribution date and Roth contribution Last Name First Name MI and if applicable, Roth first Social Security Number amounts. Questions? Address - Number & Street E-Mail Address Please call our Rollover Services Team at 1-866-360-1192, Opt 3. We are available to assist you 9 a.m. to 8 p.m. Eastern time, Monday through Friday. City State Zip Code Mo Day Year ( ) Daytime Phone Date of Birth Rollover Information - A copy of the original distribution check stub must be attached if you are sending in the check and this form together. All required documentation must be received in good order and we must review and confirm that the rollover contribution can be accepted into your Plan, before your rollover contribution will be invested in the Plan. If the rollover contribution cannot be accepted into the Plan, it will be returned to the issuer. See attached Step-by-Step Instructions for Rollover Contributions. If you have any questions about your Plan’s rollover contribution options, please call 1-866-360-1192, Option 3. I am choosing a Direct Rollover from a: Qualified 401(a) plan (Profit Sharing or Money Purchase) Qualified 401(k) plan Non-Roth Pre-tax: $ (all contributions and earnings, excluding Roth contributions and earnings) After-tax: $ Roth (employee contributions and earnings) 403(b) plan Non-Roth Pre-tax: $ (all contributions and earnings, excluding Roth contributions and earnings) After-tax: $ Roth (employee contributions and earnings) Governmental 457(b) plan Traditional IRA (Only pre-tax amounts may be rolled over) Instructions and Authorization from the Owner/Account-holder to Current Trustee or Custodian As owner of the account referenced below, I hereby authorize you, (Company Name) to liquidate: 100% (Approximate transfer amount $ ) OR Part ($ ) of my account and transfer the proceeds to my new employer sponsored plan: Immediately At Maturity (if applicable) WLGRNS FRLCNT 10/17/17 09/13/17 ][ ][ )( )( 150103-01 CHG NUPART NO_GRPG 49644/JTYL NO_GRPG 49644/ NTHBRR DOC ID: 308693136 MANUAL/SR 3401321 Page 2 of 12 Page 21 of 12 ][ ][ )( )( Incoming Rollover Election How to Roll Your Money into Your Employer Sponsored Retirement Plan with Walgreen Profit-Sharing Retirement Plan Last Name First Name MI Social Security Number In this packet, you will find information and a form necessary to roll over your Individual Retirement Account (IRA) or employer sponsored retirement plan to your current employer sponsored retirement plan with Walgreen Profit-Sharing Retirement I am choosing an In-direct 60-Day Rollover from a (if an exception(s) applies, please indicate reason(s) for late Plan. contribution below the plan type): It’s easy! All you have to do is follow the Rollover Checklist. The checklist items are required to complete your rollover. Plan Type Qualified 401(a) plan (Profit Sharing or Money Purchase) Rollover Checklist Qualified 401(k) plan Complete and sign the Incoming Rollover form included in this packet. Non-Roth A copy of the original distribution check stub must be attached if you are sending in the check and this form together. Pre-tax: $ (all contributions and earnings, excluding Roth contributions and earnings) If you are rolling over from an IRA, please provide a copy of the most recent account statement. If you are rolling over from anAfter-tax: employer$ sponsored retirement plan, please provide a copy of the most recent account statement showing the Internal Revenue Code ("Code") plan plan name, and if applicable, Roth first contribution date and Roth contribution Roth (employee contributions andtype, earnings) amounts. 403(b) plan Non-Roth Questions? Pre-tax: $ contributions and earnings, contributions Please call our Rollover Services(all Team at 1-866-360-1192, Optexcluding 3. We areRoth available to assistand youearnings) 9 a.m. to 8 p.m. Eastern time, Monday through Friday. After-tax: $ Roth (employee contributions and earnings) Governmental 457(b) plan Traditional IRA (Only pre-tax amounts may be rolled over) Instructions and Authorization from the Owner/Account-holder to Current Trustee or Custodian As owner of the account referenced below, I hereby authorize you, (Company Name) to liquidate: 100% (Approximate transfer amount $ ) OR Part ($ ) of my account and transfer the proceeds to my new employer sponsored plan: Immediately At Maturity (if applicable) Reasons for Late Contribution I intended to make the rollover within 60 days after receiving the distribution but was unable to do so for the following reason(s). Check all that apply: An error was committed by the financial institution making the distribution or receiving the contribution. The distribution was in the form of a check and the check was misplaced and never cashed. The distribution was deposited into and remained in an account that I mistakenly thought was a retirement plan or IRA. My principal residence was severely damaged. One of my family members died. I or one of my family members was seriously ill. I was incarcerated. Restrictions were imposed by a foreign country. A postal error occurred. The distribution was made on account of an IRS levy and the proceeds of the levy have been returned to me. The party making the distribution delayed providing information that the receiving plan or IRA required to complete the rollover despite my reasonable efforts to obtain the information. Previous Provider Information: Company Name Account Number Mailing Address ( ) Phone Number City/State/Zip Code WLGRNS FRLCNT 10/17/17 09/13/17 ][ ][ )( )( 150103-01 CHG NUPART NO_GRPG 49644/JTYL NO_GRPG 49644/ NTHBRR DOC ID: 308693136 MANUAL/SR 3401321 Page 3 of 12 Page 31 of 12 ][ ][ )( )( Incoming Rollover Election How to Roll Your Money into Your Employer Sponsored Retirement Plan with Walgreen Profit-Sharing Retirement Plan Last Name First Name MI Social Security Number In this packet, you will find information and a form necessary to roll over your Individual Retirement Account (IRA) or employer sponsored retirement plan to your current employer sponsored retirement plan with Walgreen Profit-Sharing Retirement Plan. Required Documentation If are All rolling anisIRA, please provide a copy of the most recentitems account you are rolling over from a It’syou easy! youover havefrom to do follow the Rollover Checklist. The checklist are statement. required toIfcomplete your rollover. previous employers plan, please provide a copy of the most recent account statement showing the Internal Revenue Code ("Code") type, plan name, and if applicable, Roth first contribution date and Roth contribution amounts. Rolloverplan Checklist If you do not have this information on the statement, please have your Previous Plan Administrator complete the Completefields and sign the Incoming Rollover form included in this packet.employer as Plan Administrator. applicable below. Also provide the signature of the previous A copy of the original distribution check stub must be attached if you are sending in the check and this form together. The name of the distributing plan is If you are referred rolling over IRA, The please provide a copy of recent account statement. If you are rolling (hereinafter to asfrom the an "Plan"). Plan Administrator of the the most Plan certifies to the best of their knowledge that: over from an employer sponsored retirement plan, please provide a copy of the most recent account statement showing the (1) The Plan is Code designated or intended be tax qualified the Code the requirements of acontribution Internal Revenue ("Code") plan type,toplan name, and if under applicable, Rothand firstmeets contribution date and Roth amounts.Qualified 401(a) or 401(k) plan 403(b) plan Questions? for governmental plansat 1-866-360-1192, Opt 3. We are available to assist you 9 a.m. to 8 p.m. Eastern Please call457(b) our Rollover Services Team time,(2) Monday through are Friday. The amounts eligible for rollover as described in Code section 402(c). (3) Employer/employee before-tax contribution and earnings: $ (4) After-tax contributions: After-tax cost basis: $ After-tax earnings: $ 12/31/86 after-tax cost basis $ Note: Unless otherwise indicated, all amounts received will be considered employee before-tax contributions and earnings. (5) For Rollovers from designated Roth accounts: Roth first contribution date: Roth contributions (no earnings): Roth earnings: (6) For In-plan Roth Transfers/Rollovers: Roth recapture amount: Roth recapture date(s): Roth contributions (no earnings): Roth earnings: (7) Signature of previous employer: I am authorized to sign as Plan Administrator of the previous employer. Signature of "Plan Administrator" Printed Name of "Plan Administrator" Title Company Name Date Phone Number Email Address Amount of Direct Rollover: $ WLGRNS FRLCNT 10/17/17 09/13/17 ][ ][ )( )( (Enter approximate amount if exact amount is not known.) 150103-01 CHG NUPART NO_GRPG 49644/JTYL NO_GRPG 49644/ NTHBRR DOC ID: 308693136 MANUAL/SR 3401321 Page 4 of 12 Page 41 of 12 ][ ][ )( )( Incoming Rollover Election Incoming Rollover Election How to Roll Your Money into Your Employer Sponsored Retirement Plan with Walgreen Profit-Sharing First Name MI Social Security Number Retirement PlanLast Name Last Name First Name MI Social Security Number In this packet, you will find information and a form necessary to roll over your Individual Retirement Account (IRA) or employer sponsored retirement to your current employer retirement with Walgreen Profit-Sharing Retirement Investment Option plan Information - Please refer to sponsored your Plan materials forplan investment option designations. Plan. Investment Option Information - Please refer to your Plan materials for investment option designations. I understand that funds may impose redemption fees on certain transfers, redemptions or exchanges if assets are held less It’s easy! All you have do followprospectus the Rolloveror Checklist. Thetransfers, checklist items are complete yourare rollover. I understand than the period thatstated fundsto in may theis impose fund's redemption fees other on certain disclosure documents. redemptions I willrequired refer or exchanges to to the fund's if assets prospectus held and/or less than the period disclosure documents stated for in the more fund's information. prospectus or other disclosure documents. I will refer to the fund's prospectus and/or disclosure Checklist documents for more information. Rollover Select either existing ongoing allocations (A) or your own investment options (B). Select either and existing allocations (A)form or your own investment options (B). sign ongoing the Incoming Rollover included in this packet. (A)Complete Existing Ongoing Allocations (A)AExisting Ongoing Allocations copytoofallocate the original distribution check as stub be attached you are sending in the check and this form together. I wish this rollover the same mymust existing ongoing ifallocations. you are rolling over from anthe IRA, please provide a copy of the most recent account statement. If you are rolling over IIfwish to allocate this rollover same as my existing ongoing allocations. (B)from Select Your Ownsponsored Investment Optionsplan, please provide a copy of the most recent account statement showing the an employer retirement (B)Internal Select Revenue Your Own Investment Code ("Code") Options plan type, plan name, and if applicable, Roth first contribution date and Roth contribution INVESTMENT OPTION INVESTMENT OPTION amounts. INVESTMENT OPTION INVESTMENT OPTION NAME TICKER CODE % NAME TICKER CODE % Questions? NAMERetirement Income Fund.................TICKER CODE _____ % NAME CODE _____ % Target N/A WLGTRI S&P 500 Index Fund............................ TICKER N/A WLGSP5 Fund................. N/A WLGTRI _____ S&P 500Small Index Fund............................ WLGSP5 _____ Target Retirement Income 2010 Fund................... WLGT10 Russell Cap Completeness Index Fnd.. N/A WLGRSC Please call our Rollover Services Team at 1-866-360-1192, Opt 3. We are available to assist you 9 a.m. to 8 p.m. Eastern 2010 Fund................... N/A WLGT10 _____ Bond Russell Small Cap Completeness Index Fnd.. N/A WLGRSC Target Retirement 2015 WLGT15 Index Fund................................. WLGBDI _____ time, Monday through Friday. Target Target Target Target Target Target Target Target Target Retirement Retirement Retirement Retirement Retirement Retirement Retirement Retirement Retirement 2015 2020 2020 2025 2025 2030 2030 2035 2035 2040 2040 2045 2045 2050 2050 2055 2055 Fund................... Fund................... Fund................... Fund................... Fund................... Fund................... Fund................... Fund................... Fund................... N/A N/A N/A N/A N/A N/A N/A N/A N/A WLGT15 WLGT20 WLGT20 WLGT25 WLGT25 WLGT30 WLGT30 WLGT35 WLGT35 WLGT40 WLGT40 WLGT45 WLGT45 WLGT50 WLGT50 WLGT55 WLGT55 _____ _____ _____ _____ _____ _____ _____ _____ _____ Bond Index Fund................................. International Stock Index Fund................. N/A International Index Fund................. N/A Stable Value Stock Fund............................... Stable Value Fund............................... ..................................... N/A Bond Fund... Bond Large Fund................. Company Stock Fund.................... ....................... N/A Large Company International Stock Stock Fund........................ Fund.................... N/A International Stock Small/Mid-Size Company Fund........................ Stock Fund......... N/A Small/Mid-Size WBA Stock Fund................................. Company Stock Fund......... N/A WBA WBA Real Asset Stock Fund................................. Fund................................. WBA N/A Real Asset Fund................................. MUST INDICATE WHOLE PERCENTAGES N/A WLGBDI WLGISI WLGISI WLGSVF WLGBND WLGSVF WLGBND WLGLCS WLGLCS WLGITS WLGSMS WLGITS WLGSMS WBASTK WBASTK WLGRLA WLGRLA MUST INDICATE WHOLE PERCENTAGES WLGRNS FRLCNT 09/13/17 WLGRNS FRLCNT 10/17/17 09/13/17 ][ )( ][ ][ )( )( 150103-01 150103-01 CHG NUPART CHG NUPART _____ _____ _____ _____ _____ _____ _____ _____ _____ =100% =100% NO_GRPG 49644/ NTHBRR DOC49644/ ID:49644/JTYL 308693136 NO_GRPG NO_GRPG NTHBRR 5 of 12 DOC ID:Page 308693136 MANUAL/SR 3401321 Page 5 of 12 Page 51 of 12 ][ )( ][ ][ )( )( Incoming Rollover Election How to Roll Your Money into Your Employer Sponsored Retirement Plan with Walgreen Profit-Sharing Retirement Plan Last Name First Name MI Social Security Number In this packet, you will find information and a form necessary to roll over your Individual Retirement Account (IRA) or employer sponsored retirement plan to your current employer sponsored retirement plan with Walgreen Profit-Sharing Retirement Plan. Required Signature - My signature indicates that I have read, understand the effect of my election and agree to all pages of this Incoming Rollover form, including the Participant Acknowledgements. I affirm that to all complete information provided is true It’s easy! All you have Election to do is follow the Rollover Checklist. The checklist items are required your rollover. and correct. If a rollover is requested, I certify that: 1) I was entitled to a rollover distribution as a participant; 2) the distribution was not a: series of periodic payments, required minimum distribution, hardship distribution, excess contribution(s) or Roth Rollover IRA assets;Checklist 3) if an In-direct 60-day rollover, the rollover contribution is being made to the Plan within 60 days from the date I received distribution; andRollover 4) that the entire amount is being rolled over from an "eligible retirement plan" within Complete andmy sign the Incoming form included in this packet. the meaning of Code Section 402. A copy of the original distribution check stub must be attached if you are sending in the check and this form together. I am encouraged to discuss rolling money from one account to another with my financial advisor/planner and to consider If potential you are rolling over from an IRA, provide a copyoptions. of the most recent account statement. If you are rolling over any fees and/or limitations of please available investment from an employer sponsored retirement plan, please provide a copy of the most recent account statement showing the I understand that anCode election to rollover thisplan Planname, from another plan or IRA may in significant tax consequences to Internal Revenue ("Code") plan to type, and if applicable, Roth firstresult contribution date and Roth contribution me. I am responsible for any income tax or penalties for the election I made in this form. I acknowledge that Service Provider amounts. has not provided any tax or investment advice. I acknowledge that if I need financial or tax advice related to this rollover election, it is my responsibility to consult with my personal financial and/or tax advisor. Questions? IPlease understand that Service Provider is required to comply with regulations and requirements the to Office of Eastern Foreign call our Rollover Services Team at 1-866-360-1192, Optthe 3. We are available to assist you 9ofa.m. 8 p.m. Assets Control, Department of the Treasury ("OFAC"). As a result, Service Provider cannot conduct business with persons time, Monday through Friday. in a blocked country or any person designated by OFAC as a specially designated national or blocked person. For more information, please access the OFAC Web site at: http://www.treasury.gov/about/organizational-structure/offices/Pages/Office-of-Foreign-Assets-Control.aspx. Participant Signature Date A handwritten signature is required on this form. An electronic signature will not be accepted and will result in a significant delay. Participant forward or fax as shown above in the Payment Instructions section Core securities, when offered, are offered through GWFS Equities, Inc. and/or other broker dealers. GWFS Equities, Inc., Member FINRA/SIPC, is a wholly owned subsidiary of Great-West Life & Annuity Insurance Company. Empower Retirement refers to the products and services offered in the retirement markets by Great-West Life & Annuity Insurance Company, Corporate Headquarters: Greenwood Village, CO; Great-West Life & Annuity Insurance Company of New York, Home Office: NY, NY; and their subsidiaries and affiliates. The trademarks, logos, service marks, and design elements used are owned by their respective owners and are used by permission. Participant Acknowledgements General Information - I understand that only certain types of distributions are eligible for rollover treatment and that it is solely my responsibility to ensure such eligibility. By signing below, I affirm that the funds I am rolling over are in fact eligible for such treatment. I authorize these funds to be allocated into my employer's Plan and to be invested according to the information specified in the Investment Option Information section. I understand that I am permitted to direct the investment of my accounts in the Plan. I acknowledge that I have received and reviewed the information about my investment choices and have had an opportunity to freely choose how my accounts are invested. I understand and agree that my employer and other plan fiduciaries will not be liable for the results of my investment directions. All funds rolled in the Walgreen Profit-Sharing Retirement Plan are subject to the terms of the Walgreen Profit-Sharing Retirement Plan. If the investment option information is missing or incomplete, I authorize Service Provider to allocate the rollover assets ("assets") the same as my most recent investment election on file (if I have an account established) or to the default investment option selected by my Plan (if I do not have an account established). If no default investment option is selected by my Plan, the funds will be returned to the payor. If additional assets from the same source are received more than 180 calendar days after Service Provider receives the initial assets, I authorize Service Provider to allocate all monies received the same as my most recent investment election on file with Service Provider. I understand I must call 1-866-360-1192, Option 3 or access the Web site in order to make changes or transfer monies from the default investment option. If my initial rollover assets are received more than 1 year after Service Provider receives and approves this Incoming Rollover Election form, I understand Service Provider will require the submission of a new form for approval. Assets will not be invested until after approval is granted. Forms and documentation received after market close will be reviewed for approval the following WLGRNS FRLCNT 10/17/17 09/13/17 ][ ][ )( )( 150103-01 CHG NUPART NO_GRPG 49644/JTYL NO_GRPG 49644/ NTHBRR DOC ID: 308693136 MANUAL/SR 3401321 Page 6 of 12 Page 61 of 12 ][ ][ )( )( Incoming Rollover Election How to Roll Your Money into Your Employer Sponsored Retirement Plan with Walgreen Profit-Sharing Retirement Plan Last Name First Name MI Social Security Number In this packet, you will find information and a form necessary to roll over your Individual Retirement Account (IRA) or employer sponsored retirement plan to your employer sponsored retirement plan with Walgreen Retirement business day. I understand that thiscurrent completed form must be received by Service Provider at theProfit-Sharing address indicated in the Plan. Required Signature section of this form. It’s easy! All you have to do- isI follow the Rollover Checklist. checklist items are required to complete rollover.may Withdrawal Restrictions understand that the Internal The Revenue Code and/or my employer’s Planyour Document impose restrictions on rollovers and/or distributions. I understand that I must contact the Plan Administrator, if applicable, to Rollover determine Checklist when and/or under what circumstances I am eligible to receive distributions or make rollovers. Investment Options - I Incoming understand that byform signing and insubmitting this form for processing, I am requesting to have Complete and sign the Rollover included this packet. investment options established under the Plan as specified on this form. I understand and agree that this account is subject copy of the original stub must attached if you in and the check and this form together. to A the terms of the Plan distribution Document. check I understand andbe acknowledge thatare all sending payments account values, when based on you are rolling over from an IRA, please provide copy of theand most recent account statement. If you are shares rolling over theIf experience of the investment options, may not beaguaranteed may fluctuate, and, upon redemption, may anmore employer sponsored plan,I acknowledge please providethat a copy of the most recent accountincluding statement showing the befrom worth or less than theirretirement original cost. investment option information, prospectuses, Internal Revenue Code plan type, plan name, and if applicable, first contribution datethe and Roth disclosure documents and("Code") Fund Profile sheets, have been made availableRoth to me and I understand risks ofcontribution investing. I amounts. and agree that Service Provider will not be liable for the results of my investment directions. understand Account Corrections - I understand that it is my obligation to review all confirmations and quarterly statements for Questions? discrepancies or errors. Please call ourLoan Rollover Services at 1-866-360-1192, 3. We available to rollover. assist you 9 a.m. toyou 8 p.m. Outstanding Balance - AnTeam outstanding loan balance Opt cannot be are included in the However, mayEastern pay off time, Monday through Friday.before this rollover is submitted. After the loan is paid off, you may submit this rollover request. the outstanding loan balance If you do not pay off the outstanding loan balance, you may rollover only the cash value (not including the loan) from the Plan that has the outstanding loan. Certification for Late Rollover Contribution - Pursuant to Internal Revenue Service Revenue Procedure 2016-47, I certify that my contribution which I have described on this form missed the 60-day rollover deadline for the reason(s) listed under Reasons for Late Contribution Section. I am making this contribution as soon as practicable after the reason or reasons I indicated no longer prevent me from making the contribution. I understand that this certification concerns only the 60-day requirement for a rollover and that, to complete the rollover, I must comply with all other tax law requirements for a valid rollover and with your rollover procedures. Pursuant to Revenue Procedure 2016-47, unless you have actual knowledge to the contrary, you may rely on this certification to show that I have satisfied the conditions for a waiver of the 60-day rollover requirement for the amount identified on this form. You may not rely on this certification in determining whether the contribution satisfies other requirements for a valid rollover. I declare that the representations made with respect to my certification for late rollover contribution on this form are true and that the IRS has not previously denied a request for a waiver of the 60-day rollover requirement with respect to a rollover of all or part of the distribution to which this contribution relates. I understand that in the event I am audited and the IRS does not grant a waiver for this contribution, I may be subject to income and excise taxes, interest, and penalties. If the contribution is made to an IRA, I understand you will be required to report the contribution to the IRS. I also understand that I should retain a copy of this signed certification with my tax records. WLGRNS FRLCNT 10/17/17 09/13/17 ][ ][ )( )( 150103-01 CHG NUPART NO_GRPG 49644/JTYL NO_GRPG 49644/ NTHBRR DOC ID: 308693136 MANUAL/SR 3401321 Page 7 of 12 Page 71 of 12 ][ ][ )( )( Incoming Rollover Election How to Roll Your Money into Your Employer Sponsored Retirement Plan with Walgreen Profit-Sharing First Name MI Social Security Number Retirement PlanLast Name In this packet, you will find information and a form necessary to roll over your Individual Retirement Account (IRA) or employer sponsored retirement plan to your current employer sponsored retirement plan with Walgreen Profit-Sharing Retirement Payment Instructions Plan. If you have already contacted your previous provider to initiate your rollover distribution, or have already received a rollover It’s easy! Allthe youpayment have to and do ismailing follow instructions the Rolloverbelow. Checklist. The areonly, required complete below. your rollover. check, use If you arechecklist mailing items this form see to instructions Make check payable to: Regular mail address for the Rollover Great-WestChecklist Trust Company, LLC check and form (if mailed together): Great-West Complete and sign the Incoming Rollover form included in this packet. Trust Company, LLC Include the following information on the check: PO Box 561215 Participant Name, Social Security Number, A copy of the original distribution check stub must be attached if youCO are80256-1215 sending in the check and this form together. Denver, Plan Number, Plan Name If you are rolling over from an IRA, please provide a copy of the most recent account statement. If you are rolling over Wire instructions: Overnight for the from an employer sponsored retirement plan, please provide a copy ofmail the address most recent account statement showing the Account of: Great-West Trust Company, LLCname, FBOand check and form mailed together): Internal Revenue Code ("Code") plan type, plan if applicable, Roth(if first contribution date and Roth contribution Walgreen Profit Sharing Plan US Bank amounts. 10035 East 40th Avenue Suite 100 Bank: US Bank Attn Lockbox # 561215 DN-CO-OCLB Account no: 103690395621 Questions? Denver, CO 80238 Routing transit no: 102000021 Please call Financial our Rollover Services Team at 1-866-360-1192, Opt 3. WeEmpower are available to assist you 9 a.m. to 8 p.m. Eastern Contact: Retirement Attention: Control time, MondayParticipant through Friday. Phone: 1-877-924-7763 Reference: Name, Social Security Number, Plan Number, Plan Name Mailing/Fax Instructions if sending this form only If you have not received a rollover check or initiated your rollover distribution with your previous provider, send this form only to us. Please fax this form to 1-888-241-8614 or mail to the address above. After your request has been received and processed, we will contact you to initiate your distribution from the other provider. You can also call a dedicated specialist at 1-866-360-1192, Option 3, if you have any questions about the status of your incoming rollover request. WLGRNS FRLCNT 10/17/17 09/13/17 ][ ][ )( )( 150103-01 CHG NUPART NO_GRPG 49644/JTYL NO_GRPG 49644/ NTHBRR DOC ID: 308693136 MANUAL/SR 3401321 Page 8 of 12 Page 81 of 12 ][ ][ )( )( Acceptance of Assets - to the Sending Custodian/Trustee completed by Empower Retirement How to Roll Your Money To into be Your Employer Sponsored Retirement Plan with Walgreen Profit-Sharing Retirement Plan Participant's Name: In this packet, you will find information and a form necessary to roll over your Individual Retirement Account (IRA) or employer Receiving Plan Name:plan Walgreen Profit-Sharing Retirement Plan retirement plan with Walgreen Profit-Sharing Retirement sponsored retirement to your current employer sponsored Plan. Receiving Plan Number: 150103-01 It’s All you have to do Social is follow the Rollover Checklist. The checklist items are required to complete your rollover. Lasteasy! 4 digits of Participant's Security Number: Prior Provider Policy/Account Number: Rollover Checklist To Whom it May Concern Complete and sign the Incoming Rollover form included in this packet. Great-West Life & Annuity Insurance Company and its affiliates Empower Retirement provide recordkeeping and asset A copyservices of the original distribution check stub must beplan attached if you on arethe sending in the check and this form together. custody to the employer sponsored retirement referenced attached Incoming Rollover Form. The plan’s records reflect a beneficial account for the participant requesting a rollover of assets from your institution into the over plan If you are rolling over from an IRA, please provide a copy of the most recent account statement. If you are rolling account. from an employer sponsored retirement plan, please provide a copy of the most recent account statement showing the Revenue Code ("Code") plan type,the plan name, and if applicable, firsttocontribution and Roth contribution At Internal the direction of the employer sponsoring plan, Empower RetirementRoth agrees accept the date transferred funds from the amounts. sending institution and allocate them to the participant’s beneficial account under the plan in accordance with the applicable provisions of the Internal Revenue Code. Questions? Please call our Rollover Services Team at 1-866-360-1192, Opt 3. We are available to assist you 9 a.m. to 8 p.m. Eastern time, Monday through Friday. Authorized Signature Date Empower Retirement A handwritten signature is required on this form. An electronic signature will not be accepted and will result in a significant delay. Empower Retirement Internal Event ID: On behalf of the plan and the participant, we ask that you please complete this requested transaction, as soon as possible. Please make check payable to: Great-West Trust Company, LLC FBO: Regular mail address for the check and form (if mailed together): Great-West Trust Company, LLC PO Box 561215 Denver, CO 80256-1215 Overnight mail address for the check and form (if mailed together): US Bank 10035 East 40th Avenue Suite 100 Attn Lockbox # 561215 DN-CO-OCLB Denver, CO 80238 Contact: Empower Retirement Phone: 1-877-924-7763 When completing the request, please include the following: • Participant’s Social Security Number • An itemized record of the distribution, outlining any and all surrender penalties • Breakdown by money source (i.e. Employee and Employer contributions) We appreciate your prompt attention regarding this matter. If you have any questions or require additional information, please feel free to contact our Client Service Department at 1-866-360-1192, Option 3. WLGRNS FRLCNT 10/17/17 09/13/17 ][ ][ )( )( 150103-01 CHG NUPART NO_GRPG 49644/JTYL NO_GRPG 49644/ NTHBRR DOC ID: 308693136 MANUAL/SR 3401321 Page 9 of 12 Page 91 of 12 ][ ][ )( )( Step-by-Step Instructions for Rollover Contributions How to Roll Your Money into Your Sponsored Retirement with Walgreen Profit-Sharing Walgreen Profit-Sharing Retirement PlanEmployer offers you the opportunity to "roll over"Plan the distribution you receive from your Retirement Plan previous employer's plan or IRA. The following information and instructions are designed to help you through this process. If any questions, please contact dedicated specialist 1-866-360-1192, 3. Account (IRA) or employer Inyou this have packet, you will find information and aaform necessary to rollat over your Individual Option Retirement sponsored retirement plan to your current employer sponsored retirement plan with Walgreen Determine Whether Your Contribution Is a Direct Rollover or an In-direct 60-Day Rollover. Profit-Sharing Retirement Plan. • Direct Rollover: Your previous plan or annuity makes the distribution check payable directly to Great-West Trust It’s easy! All youLLC. have to do is follow the Rollover Checklist. The checklist items are required to complete your rollover. Company, • In-direct 60-Day Rollover: Your previous plan or annuity makes the distribution check payable to you. Rollover Checklist If You Are Electing a Direct Rollover Complete and sign the Incoming Rollover form included in this packet. • Complete the Participant Information section of the Incoming Rollover Election form. A copy of the original distribution check stub must be attached if you are sending in the check and this form together. • Complete the Rollover Information section choosing Direct Rollover and the applicable Internal Revenue Code ("Code") If you rolling over from an IRA, please provide a copy of the most recent account statement. If you are rolling over planare type on the form. from an employer sponsored retirement plan, please provide a copy of the most recent account statement showing the • If you are rolling after-tax please the amount the after-tax cost Internal Revenue Codeover ("Code") plan contributions, type, plan name, and ifindicate applicable, Roth firstofcontribution date andbasis Roth(contribution contribution amount not including earnings). amounts. • Complete the Previous Provider Information section. Questions? • Complete the Required Documentation section. Please attach a copy of most recent account statement to the Incoming Please call ourElection Rollover Services 1-866-360-1192, Opt 3. does We are to assist a.m.and to 8Plan p.m.Name Eastern Rollover form. If yourTeam most at recent account statement notavailable indicate the Codeyou plan9type of time,your Monday through Friday. plan, you must ALSO have your previous employer sign the Incoming Rollover Election form. previous employer's For an IRA, please verify the account statement indicates the account is an IRA. • For a Direct Rollover from an IRA please note: The maximum amount eligible for rollover is the total amount of your taxable IRA contributions plus earnings. Non-taxable IRA contributions may not be rolled over. If your rollover amount was held in a conduit IRA and you were born before January 1, 1936, you may be eligible for capital gains treatment. In this instance, you may want to track these rollover amounts in order to be eligible for favorable tax treatment. If the amounts were from a SIMPLE IRA, you would have had to participate in the SIMPLE IRA for a minimum of two years. • If you have already received a rollover check, send this form, the check and the check stub together to the appropriate address shown in the Payment Instructions section. • If you do not have a rollover check, and have not initiated a distribution from the other provider, 1. Send this form with appropriate documentation described on this form. 2. In order to complete the rollover, the previous provider must be contacted and instructed to distribute the assets. If you would like assistance with contacting the other carrier, please contact a dedicated specialist at 1-866-360-1192, Option 3. • Send your completed Incoming Rollover Election form with required documentation attached to: Regular mail address for the check and form (if mailed together): Great-West Trust Company, LLC PO Box 561215 Denver, CO 80256-1215 Overnight mail address for the check and form (if mailed together): US Bank 10035 East 40th Avenue Suite 100 Attn Lockbox # 561215 DN-CO-OCLB Denver, CO 80238 Contact: Empower Retirement Phone: 1-877-924-7763 Or fax to 1-888-241-8614 • Service Provider will review your request and required documentation to determine if your rollover can be accepted into the Plan. If information is missing, we will contact you for more information. • After your request has been received and processed, we will contact you to initiate your distribution from the other carrier. If You Are Electing an In-direct 60-Day Rollover • Complete the Participant Information section of the Incoming Rollover Election form. • Complete the Rollover Information section choosing an In-direct 60-Day Rollover and the applicable Code. Please send a copy of the check stub, showing the amount of the distribution and withholding, from the previous provider. WLGRNS FRLCNT 10/17/17 09/13/17 ][ ][ )( )( 150103-01 CHG NUPART NO_GRPG 49644/JTYL NO_GRPG 49644/ NTHBRR DOC ID: 308693136 MANUAL/SR 3401321 Page Page10 1 of 12 ][ ][ )( )( Page 10 of 12 • If you are rolling over after-tax contributions, please indicate the amount of the after-tax cost basis (contribution amount not including earnings). • Complete the Previous Information section. How to Roll Your MoneyProvider into Your Employer Sponsored Retirement Plan with Walgreen Profit-Sharing Retirement Plan • Complete the Required Documentation section. Attach a copy of most recent account statement to the Incoming form. If your most statement does notIndividual indicate the Code plan type and Plan Name of In thisRollover packet, Election you will find information andrecent a formaccount necessary to roll over your Retirement Account (IRA) or employer your previous employer's plan, current you must ALSO have your previous employer sign Walgreen the Incoming Rollover Election form. sponsored retirement plan to your employer sponsored retirement plan with Profit-Sharing Retirement Plan.For an IRA, please verify the account statement indicates the account is an IRA. To avoid any income consequences, you must rollThe overchecklist your entire gross distribution (includingyour anyrollover. income tax It’s• easy! All you have to dotax is follow the Rollover Checklist. items are required to complete withholding). If you roll over less than your gross distribution, the amount not rolled over will be subject to income tax and may be subject to excise tax. Rollover Checklist • Send the Incoming Rollover Election form to: Complete and sign the Incoming Rollover form included in this packet. Regular mail address for the A copy of and the original check stub must be attached if you are sending in the check and this form together. check form (ifdistribution mailed together): Great-West Trust LLC please provide a copy of the most recent account statement. If you are rolling over If you are rolling overCompany, from an IRA, POanBox 561215sponsored retirement plan, please provide a copy of the most recent account statement showing the from employer Denver, CO 80256-1215 Internal Revenue Code ("Code") plan type, plan name, and if applicable, Roth first contribution date and Roth contribution amounts. Overnight mail address for the check and form (if mailed together): Questions? US Bank 10035 EastRollover 40th Avenue Suite 100 at 1-866-360-1192, Opt 3. We are available to assist you 9 a.m. to 8 p.m. Eastern Please call our Services Team Lockbox # 561215 time, Attn Monday through Friday.DN-CO-OCLB Denver, CO 80238 Contact: Empower Retirement Phone: 1-877-924-7763 Or fax to 1-888-241-8614 • If you have already received a rollover check, send this form, the check and the check stub together to the appropriate address shown in the Payment Instructions section. • Service Provider will review your request and required documentation to determine if your rollover can be accepted into the Plan. If information is missing, we will contact you for more information. Endorse the rollover check to: Great-West Trust Company, LLC, OR If your rollover check has already been cashed, please consider sending in a cashier's check or certified check made payable to Great-West Trust Company, LLC. Some Important Rollover Facts • If any documentation is missing, your request will not be processed until you have submitted the required documentation for review. • In the event that a rollover contribution is made that cannot be accepted, the rollover contribution will be made payable and returned to the issuer. Please contact a dedicated specialist at 1-866-360-1192, Option 3, if you have any questions about your incoming rollover options for this Plan. • Examples of Contributions Which Cannot Be Rolled Over: • Any "required minimum distribution" (i.e., amount being paid to you because you are age 70 1/2 or older). • Distributions that are a series of periodic payments (made at least annually) and paid to you over your life expectancy (or the life expectancy of you and your beneficiary) or for a period of at least 10 years. • Hardship Distributions • Unforeseeable Emergency Distributions • Excess Contributions • Roth IRA Assets • Please Note: If you are making a "Regular 60-Day Rollover" under Federal Regulations, you have 60 (sixty) days from the date of your distribution to make a rollover contribution. It is your responsibility to ensure that Service Provider receives all required documentation AND your rollover contribution prior to the expiration of the 60-day period. After 60 days, Service Provider can only accept a rollover on behalf of the Plan if you certify a reason for late contribution. You will be responsible for any income tax or tax penalties for failure to meet the 60-day rule for rollover contributions when information is not provided and the rollover contribution is not made within the 60-day period. If you provide a reason for late contribution, you will be responsible for maintaining the documentation. WLGRNS FRLCNT 10/17/17 09/13/17 ][ ][ )( )( 150103-01 CHG NUPART NO_GRPG 49644/JTYL NO_GRPG 49644/ NTHBRR DOC ID: 308693136 MANUAL/SR 3401321 Page Page11 1 of 12 ][ ][ )( )( Page 11 of 12 • An election to rollover to this Plan from another plan or IRA may result in significant tax consequences to you. You are responsible for any income tax or penalties for the election made in this form. • Review related into to your qualified plan distribution with Retirement your financial Plan advisor or tax advisor. Profit-Sharing How to Rolldecisions Your Money Your Employer Sponsored with Walgreen Retirement Plan Read this information carefully. In this packet, you will find information and a form necessary to roll over your Individual Retirement Account (IRA) or employer sponsored retirement plan to your current employer sponsored retirement plan with Walgreen Profit-Sharing Retirement Plan. It’s easy! All you have to do is follow the Rollover Checklist. The checklist items are required to complete your rollover. Rollover Checklist Complete and sign the Incoming Rollover form included in this packet. A copy of the original distribution check stub must be attached if you are sending in the check and this form together. If you are rolling over from an IRA, please provide a copy of the most recent account statement. If you are rolling over from an employer sponsored retirement plan, please provide a copy of the most recent account statement showing the Internal Revenue Code ("Code") plan type, plan name, and if applicable, Roth first contribution date and Roth contribution amounts. Questions? Please call our Rollover Services Team at 1-866-360-1192, Opt 3. We are available to assist you 9 a.m. to 8 p.m. Eastern time, Monday through Friday. WLGRNS FRLCNT 10/17/17 09/13/17 ][ ][ )( )( 150103-01 CHG NUPART NO_GRPG 49644/JTYL NO_GRPG 49644/ NTHBRR DOC ID: 308693136 MANUAL/SR 3401321 Page Page12 1 of 12 ][ ][ )( )( Page 12 of 12 Using Visual Aids With Your Speech Tips for the best presentations Reasons to Use Visual Aids Improves audience understanding and memory Serves as notes Provides clearer organization Facilitates more eye contact and motion by the speaker Contributes to speaker credibility Source: University of Pittsburgh Presentation Technology Too often speakers allow technology to dominate, while losing their message. • Prezi • Death by PowerPoint • More PowerPoint tips • Tips for visual aids (video) Visual Aids Checklist To make the best use of visual aids, I will: ✓Prepare visual aids well in advance ✓Keep visual aids simple ✓Make sure visuals are large enough ✓Use limited text ✓Use fonts effectively ✓Use color effectively ✓Use images strategically ✓Explain visual aids clearly ✓Talk to my audience, not my visual aid ✓Practice with my visual aids Links to Prepare You • https://www.youtube.com/watch?v=99JcXlzVxug • https://youtu.be/jOWdZmurQoU Creating a Speech Using an Outline Format Before you Begin: Identify your purpose. (Is it to persuade? Inform? Explain?) The purpose statement expresses the goal of the speech and formulating it lets you know precisely what you want the speech to accomplish. __________________________________________________________________ Developing the Body: The body presents main points intended to fulfill the purpose and support the thesis. Identify three main points: 1. ______________________________________________________ 2. ______________________________________________________ 3. ______________________________________________________ Supporting points  The evidence and material used to justify the main points  Lead the audience to accept the speech’s purpose(s)  Should be at least two supporting points for every main point UNCG University Speaking Center, (336)256-1346, speakingcenter.uncg.edu 2 of 2  Should cite where the evidence was found in order to establish credibility and should give credit where credit is due (Another, title, and date are typically sufficient) Developing the Introduction: The introduction is important because it prepares the audience, gets their attention, makes the topic relevant to them, and previews what’s to come. Attention Getter: Part of the introduction specifically designed to grab the audience’s attention Examples: 1. 2. 3. 4. 5. Quotations Stories (real of hypothetical) Rhetorical questions Startling statements Humor Choose an attention getter: __________________________________________________________________ __________________________________________________________________ The thesis statement expresses the theme or central idea of the speech. It concisely lays out what the speech is about. Overall, the introduction should include: 1. Attention Getter 2. Motivation UNCG University Speaking Center, (336)256-1346, speakingcenter.uncg.edu 3 of 2 3. Credibility 4. Preview of Main Points 5. Thesis Statement Developing the Conclusion: The purpose of a conclusion is to:     Signal the conclusion Summarize the main points and goals of the speech Tie back to the attention getter in the introduction Leave the audience with something to reflect upon Transitions:  Words, phrases, or sentences that tie together the main points of the speech  Allow the speaker to move smoothly from one idea to the next o Examples:  First, second, third  In addition to (restate the previous main point one or two)  Phrases that include next, we now turn to, finally, let’s consider, similarly… UNCG University Speaking Center, (336)256-1346, speakingcenter.uncg.edu
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Explanation & Answer

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Anxiety is a feeling of worry, uneasiness, and fear
Panic attack is a severe form of anxiety leading to sweating, dizziness, and shaking.
Most people have experienced anxiety or panic attack at one point in their lives.







People experiencing frequent anxiety and panic attack should have a support system
in place.
A medical or psychological expert should also be consulted for diagnosis.
Medication prescription can help manage the condition.
If not diagnosed and managed early, anxiety can cause depression and sleeping
problem.



BC, a. (2015). SELF. anxiety BC, 9. Retrieved from
https://www.anxietybc.com/sites/default/files/adult_hmpanic.pdf

Attached.

Running head: INFORMATIVE SPEECH

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Informative Speech
Name
Tutor
Institution
Course
Date

INFORMATIVE SPEECH

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The first step to dealing with anxiety and panic attacks is understanding what these
attacks are, how they happen, why they happen, and how to deal with them. Anxiety and
panic attacks are a n...


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