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In order to help build your successful retirement, we need to understand your Federal career path. Completing this form will allow us to get a clear and concise picture of your career and where you stand today.

If you have quick and easy access to any of the following, it will help us paint a more  accurate picture of your Federal retirement.

  • Annual benefits statement obtained from your agency
  • Recent retirement estimate from your agency
  • Recent SF50 or paystub
  • TSP statement
  • Recent social security statement

Please request a secure encrypted email link from us to protect your personal information.

My Federal Benefits Analysis Form Download