Pro Core Submission | Fed Options

Phone Short Form

Include with documentation: Pay Stub, TSP Statement, Social Security Statement, Employee Benefits Statement, DD214 (record of military service).

Step 1 of 12

Phone

This field is for validation purposes and should be left unchanged.

Employee & Spouse Information

Phone Rep Name(Required)

Advisor Name(Required)

SF ID

Phone Rep Email(Required)

Email for Analysis Delivery(Required)

Due Date(Required)

Please provide 3 days for processing and ensure that due date is at least 1 day before customer appointment.

Employee Name(Required)

Employee DOB(Required)

Age

Please enter a number from 0 to 100.

Is the employee married?(Required)

Yes

Spouse Name

Spouse DOB

Spouse Age

Please enter a number from 0 to 100.

Spouse is

Was (is) the spouse a Federal Employee?

Yes

System

Address

Street Address City State ZIP Code

Phone

Retirement System & Employee Type

Retirement System(Required)

CSRS

CSRS OFFSET

FERS / FERS RAE / FERS FRAE

FERS TRANSFER

Employment Type(Required)

REGULAR

LEO (Law Enforcement Officer)/FF (Firefighter)/ CBPO (Customs and Border Protection Officer)

ATC (Air Traffic Control)

FF (Firefighter)

MRT (Military Reserve Technician

CBPO (Customs and Border Protection Officer)

POSTAL

CSRS OFFSET: Date Offset Began

FERS TRANSFER: Date of Transfer

Pension and Eligibility

LSCD (Leave SCD-from paystub /LES)(Required)

Retirement SCD (only if you have it)

6C SCD (Date began as LEO, FF, ATC, CBPO) Mandatory for Special Provision employee (hide not a special pro employee)

Retirement Type

When does employee want to retire? (Select One)(Required)

FULLY Eligible (Immediately NO reduction)

FIRST Eligible (MRA+10 Retirement)

Deferred Retirement

Voluntary (EARLY OUT)

Disability

At Age

Please enter a number from 50 to 75.

Voluntary (EARLY OUT) - Offer Date (only when selected above)

Disability Date (if applicable) (only when selected above)

Deferred Retirement Date

Income and Pension Values

Will the employee’s High-3 be based on their CURRENT salary?

Yes

What is current salary amount?(Required)

If NOT: High-3 Salary Amount #1

If NOT: High-3 Salary Amount #2

If NOT: High-3 Salary Amount #3

Social Security Income and Special Retirement Supplement (SRS)

Amount of SS at 62(Required)

Please enter a number greater than or equal to 0.

What age does the employee estimate begin SS Income?

Please enter a number from 0 to 100.

Amount to receive

Please enter a number greater than or equal to 0.

Part Time Service

Has the employee worked Part-Time while contributing to CSRS or FERS?(Required)

Yes

Part-Time Service: From

Part-Time Service: To

Part-Time Service: Hours worked per week

Non-Deduction Service

Has the employee ever worked in a Non-Deduction Status when contributions were NOT taken from their pay?(Required)

Yes

Non-Deduction Service: From

Non-Deduction Service: To

Was a deposit paid?

Yes

What was the deposit owed?

Please enter a number greater than or equal to 0.

BREAK IN SERVICE / REFUNDED SERVICE

Did the employee ever have a Break in Service of more than 3 days?(Required)

Yes

Break in Service: Dates of service PRIOR to the BREAK (From)

Break in Service: Dates of service PRIOR to the BREAK (To)

Break in Service: Date employee RETURNED to federal service

During break: Did the employee take a Refund of retirement contributions?

Yes

Was a Redeposit made after returning to federal service?

Yes

Amount of Redeposit ($)

Please enter a number greater than or equal to 0.

Military Service Details

Fill in below if Military service = Yes.

Has the employee ever had Military service?(Required)

Yes

If yes, what type of service was it?

Active-Duty

Reserve

Academy

Active-Duty: From

Active-Duty: To

Active-Duty: Deposit paid?

Yes

Active-Duty: Amount owed

Please enter a number greater than or equal to 0.

Reserve: From

Reserve: To

Reserve: Deposit paid?

Yes

Reserve: Amount owed

Please enter a number greater than or equal to 0.

Reserve: From

Reserve: To

Reserve: Deposit paid?

Yes

Reserve: Amount owed

Please enter a number greater than or equal to 0.

Academy: From

Academy: To

Reserve Academy

Yes

Academy: Amount owed

Please enter a number greater than or equal to 0.

If the employee Retired from Military service, which type was it?

Active-Duty

Reserves

Is the employee collecting VA pay?

Yes

Amount of VA pay $ / month

THRIFT SAVINGS PLAN (TSP)

WHILE WORKING

Does the employee contribute to Traditional TSP?

Yes

Percentage Paid to Traditional TSP

Please enter a number from 0 to 100.

$ /PP

Please enter a number greater than or equal to 0.

Does the employee contribute to Roth TSP?

Yes

Percentage Paid to Roth TSP

Please enter a number from 0 to 100.

$ /PP

Please enter a number greater than or equal to 0.

Assets

Fund Choices

Current Balance ($)

Future Allocation (%)

G Fund Balance

Please enter a number greater than or equal to 0.

G Fund Allocation

Please enter a number from 0 to 100.

F Fund Balance

Please enter a number greater than or equal to 0.

F Fund Allocation

Please enter a number from 0 to 100.

C Fund Balance

Please enter a number greater than or equal to 0.

C Fund Allocation

Please enter a number from 0 to 100.

S Fund Balance

Please enter a number greater than or equal to 0.

S Fund Allocation

Please enter a number from 0 to 100.

I Fund Balance

Please enter a number greater than or equal to 0.

I Fund Allocation

Please enter a number from 0 to 100.

L INCOME

L Income Fund Balance

Please enter a number greater than or equal to 0.

L Income Fund Allocation

Please enter a number from 0 to 100.

L 2025

L 2025 Fund Balance

Please enter a number greater than or equal to 0.

L 2025 Fund Allocation

Please enter a number from 0 to 100.

L 2030

L 2030 Fund Balance

Please enter a number greater than or equal to 0.

L 2030 Fund Allocation

Please enter a number from 0 to 100.

L 2035

L 2035 Fund Balance

Please enter a number greater than or equal to 0.

L 2035 Fund Allocation

Please enter a number from 0 to 100.

L 2040

L 2040 Fund Balance

Please enter a number greater than or equal to 0.

L 2040 Fund Allocation

Please enter a number from 0 to 100.

L 2045

L 2045 Fund Balance

Please enter a number greater than or equal to 0.

L 2045 Fund Allocation

Please enter a number from 0 to 100.

L 2050

L 2050 Fund Balance

Please enter a number greater than or equal to 0.

L 2050 Fund Allocation

Please enter a number from 0 to 100.

L 2055

L 2055 Fund Balance

Please enter a number greater than or equal to 0.

L 2055 Fund Allocation

Please enter a number from 0 to 100.

L 2060

L 2060 Fund Balance

Please enter a number greater than or equal to 0.

L 2060 Fund Allocation

Please enter a number from 0 to 100.

L 2065

L 2065 Fund Balance

Please enter a number greater than or equal to 0.

L 2065 Fund Allocation

Please enter a number from 0 to 100.

Total

Current Balance Total ($)

Total current balance dollar amount

Future Allocation Total (%)

Total future allocation percentage

Please upload any supporting files

Drop files here or

Max. file size: 50 MB.

Phone Short Form

Employee & Spouse Information

Retirement System & Employee Type

Pension and Eligibility

Retirement Type

Income and Pension Values

Social Security Income and Special Retirement Supplement (SRS)

Part Time Service

Non-Deduction Service

BREAK IN SERVICE / REFUNDED SERVICE

Military Service Details

THRIFT SAVINGS PLAN (TSP)

Assets

Fund Choices

Current Balance ($)

Future Allocation (%)

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