Home Contact Sitemap
 
Call Toll Free: 1-800-826-5824
Home Retirement Seminars Opm Tsp Social Security
 
  Retirement Seminars
  OPM
  TSP
  Social Security
  Benefit Analysis
  Contact Us
  Site Map/Links
CLICK HERE FOR SEMINARS  
CLICK HERE FOR CALCULATE  
 
 
 
FEDERAL BENEFITS ANALYSIS QUESTIONAIRE
Employee Name : Employee’s Birthday :
Spouses’ Name : Spouse’s Birthday:
Address : City/State : Zip Code :
Work Phone: Evening Phone: Mobile Phone:
Work E Mail : Personal E Mail :
Preferred Contact Method : Is your spouse employed by the Federal Government?
Agency : Location : Seminar Date :
 
Employee Information
Sources : Last Earnings & Leave Statement and latest TSP statement from MyEPPstatement@https://www.nfc.usda.gov/personal/ep
EmployeeType: CSRS FERS OFFSET NON LAW LAW POSTAL OTHER
Employee’s Service Computation Date    (SCD includes military time if already bought back) :
Desired Retirement Date : 1st Available or Current Grade: Current Step:
CSRS Sick Leave:  Hours Saved per Pay Period CSRS Sick Leave:  Total Hours Saved
FERS (only):  Estimated Monthly Social Security Benefit or Best Estimate
Current Salary : Additional pay information I should know :
Do you have military time to buy back : Do you use nicotine? If so describe:
Federal Employees Group Life Insurance Coverage & Personal Insurance
FEGLI : Basic : Option A: Option B: Option C: Spouse Dependents Current Ages

Do You Have Personal Life Insurance

 Face Amount Term Whole lIfe Univeral Life
Do You Plan on Keeping Your Group Life Insurance once retired ?
Thrift Savings Plan & Personal Retirement Plans

Current Balances in each Fund: C :

 F : G : I : S : L :

% of Salary per pay period

% of Contribution
in Each Fund: C:		 F: G : I : S: L:

Do you have any
personal IRA's

 Amt Do you have any other Retirement? Plans Amt
Do you have any other investments that
you plan to use for retirement?  Stocks 		Bonds Got Bonds

Mutual Funds

Managed Accts Spouse's Retirement Plan
Financial Education
I would like to learn more about the
following products and services :		 Long Term Care : Life Insurance :
Roth IRA’s 529 Plans Mutual Funds REITS Managed Accounts Other
Information/Questions/Comments :
 
Please Fax to 1-502-633-1674
 
 
 



 
Securities offered through Resource Horizons Group, L.L.C.
Member FINRA, SIPC
Advisory services offered through Resource Horizons Investment Advisory
1350 Church Street Ext. NE, 3rd Floor
Marietta, GA  30060
770-319-1970
All contents © copyright 2007 Benefit Planning,Inc . All rights reserved. Tel: 1-800-826-5824.