Federal TSP Questionnaire

1

Step 1 Questionnaire

2

Step 2 Contact Information

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What is your retirement date? *

Do you know how to calculate your monthly retirement income for the date above? *

Yes

No

Do you understand all of the withdrawal options available to you with TSP? *

Yes

No

Do you think you will be able to maintain your current lifestyle in retirement? *

Yes

No

Do you understand the best time to claim social security? *

Yes

No

Does your spouse understand the benefits he or she can receive upon your death? *

Yes

No

I am enrolled in FEGLI and need to know what coverage I will have at retirement. *

Yes

No

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First Name

Last Name

Address

City

State

Zip Code

Home Phone

Cell Phone

Email

Job Title

Work Address / Location

Work Phone

Work Zip

Best Time to Call

Hire Date

Date of Birth

Marital Status

Single Married Widowed Divorced

Sex

Male

Female

Submit

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