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THRIFT SAVINGS PLAN
FEGLI
WHAT WE DO
About Us
CONTACT US
ADVISOR LOGIN
Complete the form below to get your personalized
FREE
Federal Benefits Analysis & Retirement Plan
*Complete the form below to get your personalized
FREE
Federal Benefits Analysis & Retirement Plan
Any personally identifiable information gathered by Federal Employee Benefit Planners will be used for internal purposes only. We will not disclose or divulge such data outside of Federal Employee Benefit Planners. Please allow our team 72 hours to create your custom report before a short review appointment with your Federal Employee Benefit Planner.
*
Indicates required field
Name
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First
Last
Date of Birth (MM/DD/YYYY)
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Email (Non-Government)
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Phone Number
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Are you Married?
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No
Yes
Income, Expenses & Benefits
Total Gross Income Per Month
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Total monthly expenses (Including mortgage)
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Type in $ amount. For example: $10,000 monthly
What Federal Employee System are you a part of?
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CSRS
CSRS with offset
FERS
Other
Date you started with the federal government (SCD) (MM/DD/YYYY)
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Did you transfer from CSRS to FERS?
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No
Yes
Date you transferred to FERS (MM/DD/YYYY)
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Do you have any military service?
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No
Yes
If so, start of date of military service (MM/DD/YYYY)
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Date of military service ended (MM/DD/YYYY)
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Have you bought back your military time?
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No
Yes
Thrift Savings Plan
Current balance of Traditional TSP
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Current balance of Roth TSP
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Are you contributing to your TSP?
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No
Yes
Contributions as a percent of pay or dollar per paycheck
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For example: 20% or $5000 per paycheck
What TSP funds are you invested in? (G Fund, C Fund, S Fund, i Fund, L2030, etc.)
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FEGLI Benefit
Are you a postal employee?
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No
Yes
FEGLI coverage
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Postal Employee
Basic Coverage
Option A ($10,000)
Option B
Option C
FEGLI multiplier?
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1x
2x
3x
4x
5x
Reduction at age 65?
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No reduction
50% reduction
75% reduction
Other Assets
If you or your spouse have non-government retirement investments, please identify them below.
Asset Type #1
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Qualified (401K, IRA, 403B, SEP, Lump-sum Pension)
Non-Qualified (Checking, Savings, CD, Brokerage Account)
Tax-Free (Life Insurance, Health Savings Plan)
Owner First Name
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Dollar Amount
*
Asset Type #2
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-
Qualified (401K, IRA, 403B, SEP, Lump-sum Pension)
Non-Qualified (Checking, Savings, CD, Brokerage Account)
Tax-Free (Life Insurance, Health Savings Plan)
Owner First Name
*
Dollar Amount
*
Asset Type #3
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-
Qualified (401K, IRA, 403B, SEP, Lump-sum Pension)
Non-Qualified (Checking, Savings, CD, Brokerage Account)
Owner First Name
*
Dollar Amount
*
Asset Type #4
*
-
Qualified (401K, IRA, 403B, SEP, Lump-sum Pension)
Non-Qualified (Checking, Savings, CD, Brokerage Account)
Tax-Free (Life Insurance, Health Savings Plan)
Owner First Name
*
Dollar Amount
*
Asset Type #5
*
-
Qualified (401K, IRA, 403B, SEP, Lump-sum Pension)
Non-Qualified (Checking, Savings, CD, Brokerage Account)
Tax-Free (Life Insurance, Health Savings Plan)
Owner First Name
*
Dollar Amount
*
Retirement Goals
Retirement Age Goal
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Age you plan to retire
Estimated Retirement Date (MM/DD/YYYY)
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PAYING FOR LONG-TERM CARE EXPENSES IS A CONCERN FOR ME
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No
Yes
Not Sure
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