Do you know when you will be eligible to retire? *

Yes

No

N/A

Do you understand how to read all of the codes on your pay stub or LES? *

Yes

No

N/A

Do you know how to calculate your expected monthly retirement income? *

Yes

No

N/A

Do you know how to maximize your Social Security income? *

Yes

No

N/A

Do you know the 2021 maximum annual contribution to the TSP? *

Yes

No

N/A

Do you know the monthly cost of the Survivor’s Annuity? *

Yes

No

N/A

Do you know what percent of your retirement annuity you or your spouse will receive? *

Yes

No

N/A

Are you aware of how the TSP Modernization Act has affected your TSP? *

Yes

No

N/A

Do you know what the annual cost of FEGLI will be at retirement? *

Yes

No

N/A

Are you interested in learning how to obtain a tax free income in retirement? *

Yes

No

N/A

Do you have plans to participate in the Federal Long Term Care Insurance Program? *

Yes

No

N/A

Are you interested in learning more about your Federal Benefits and receiving a complimentary personalized Federal Retirement Analysis? *

Yes

No

What benefit topic is of most concern to you?

Retirement Planning

FEGLI

Survivor Benefits

Thrift Savings Plan (TSP)

Spouse & Child Insurance Options

All of the Above

Name: *

First Name

Last Name

Phone: *

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Service Computation Date:

MM

DD

YYYY