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Page 1 - Personal Information

Name*

First Last

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Company

Email*

Home Phone

Cell Phone*

Best Time to Call*

Martial Status*

Gender*

Date of Birth*

Address*

Street Address City State / Province / Region ZIP / Postal Code

Page 2 - Employment Information

What department of the US Government do you work for?

What is your job title?

What was your date of hire?*

Do you have any specific questions about your retirement?

Page 3– Retirement Readiness Quiz

When you think about calculating and maximizing your pension, TSP, and Social Security, you:

Calculate? Maximize? I didn't know there would be math!

I haven't even thought about it; my retirement is hopefully planning itself, right?

Of course, I know exactly what I am doing. See for yourself.

Page 4 – Retirement Readiness Quiz

What steps have you taken to ensure that your spouse will be taken care of if something happens to you?

I have some cash buried in the backyard, and I drew a detailed map!

I have life insurance, pretty sure my beneficiary is still my ex, though.

I have taken every step I am aware of, but I would like to hear more.

Page 5 – Retirement Readiness Quiz

If someone told you FEGLI wasn't cost-effective after 50, would you say:

FEGLI? Is that some type of pasta?

I'm paying for it and a Netflix account I never use, not sure I need either of them.

I noticed it's more expensive now, but I haven't looked at it in a while.

Page 6 – Retirement Readiness Quiz

When someone you work with retires early, you:

See if I can get their parking space.

Give them a round of applause; they should have retired years ago.

Check the "Days Until I Retire" countdown that I have saved on my phone.

Page 7 – Retirement Readiness Quiz

There is a lot of paperwork to be completed to retire on time! How confident are you that you can get it finished on your own?

I'm not even confident I can complete this quiz on my own.

I'm somewhat confident, but I'm procrastinating, so I guess I will figure it out when I get there.

I am very confident, but I will want someone to help me fill out my "blue book."

Page 8 – Retirement Readiness Quiz

Do you know when you can retire — and how much you’ll make monthly?

Yes

Page 9 – Retirement Readiness Quiz

Are you confident your TSP can support the lifestyle you want in retirement?

Yes

Page 10 – Retirement Readiness Quiz

Are you taking full advantage of all the FERS benefits available to you?

Yes

Page 11 – Retirement Readiness Quiz

Are you eligible to keep your health insurance in retirement?

Yes

Page 12 – Retirement Readiness Quiz

Do you know how your Pension, TSP, and Social Security work together?

Yes

Page 13 – Retirement Readiness Quiz

Have you reviewed your FEGLI coverage and future costs?

Yes

Page 14 – Retirement Readiness Quiz

Do you need help retiring within the next 6 months?

Yes

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