Below is a brief form to assist in compiling the information for your Federal Benefits Analysis. We recommend you locate and have the following documents on hand before completing the form.
- Recent pay stub
- TSP statement
- Social Security Statement (applies to FERS, FERS transfers and CSRS offset). A Social Security estimate may be obtained at the following link U.S. Social Security Administration.
FORM INPUT INSTRUCTIONS:
The form typically takes approximately 20 minutes to complete. By completing all the fields in this form we will be able to provide the most accurate analysis of your federal retirement benefits. Please note, any field containing an " * " is required. For security purposes, no information will be maintained on the website.
Please use the NEXT button at the bottom of each page to move to the next section. Use the PREVIOUS button to return to a previous page, to review your input, or make a change. Do not use the browser back or forward buttons. Once the SUBMIT button is pressed, all information will be transmitted to the offices of Retirement Benefits Institute for analysis.
If you have any questions regarding this form, please contact Lindsey Waites at 844-621-7340 or email at firstname.lastname@example.org.