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Dear Federal Employee,
Thank you for choosing Employee Benefit Advisors to assist you with your federal retirement planning. You have my personal assurance we will strive to provide the highest quality service to meet your retirement needs.
To complete our analysis it may require that we compile information from multiple sources; we request your patience and assistance in obtaining all of the necessary documentation we will need to prepare a comprehensive analysis for you.
Our top priority is to deliver an accurate and detailed review of your federal benefits while at the same time safeguarding your personal information. We take your privacy very seriously and maintain all information in a strictly confidential manner.
We look forward to providing your personalized Federal Employee Benefit Analysis and wish you a happy and prosperous retirement.
Sincerely,
Ronald K. Weeks
Managing Director
STEP ONE: Gather Your Documents
You will need the following -
Completed “Federal Employee Benefit Analysis Questionnaire”
This form is required for all persons requesting a Federal Employee Benefit Analysis.
Copy of your most recent “Earnings & Leave Statement”
Copy of your most recent Social Security “Estimate & Earnings Statement”
This statement is required for all personnel that are under FERS, Offset, Transfer or who have recieved enough credits to be subject to the “Windfall Elimination Provision” (WEP) or who think they will earn enough credits before or after retirement from federal service which would make them subject to WEP. If you do not have a copy of this statement you may request one from the Social Security Administration. You will need to process the “Personal Earnings and Benefit Estimate Statement” (PEBES) request Form - SSA-7004 which you can obtain here or call 1-877-688-5505.
Mail completed form to:
Social Security Administration
Wilkes Barre Data Operations Center
PO Box 7004
Wilkes Barre, PA 18767-7004
Copy of your most recent “Personal Action Form” - (i.e., SF-50, AO-250. etc.)
Copy of current TSP Balances
Federal Service Deposit or Redeposit
If you have not already made a deposit or redeposit and you wish to make a deposit you will need to submit SF 2803 for CSRS employees and SF 3108 for FERS employees.
Military Service Deposit
If you have not already made a deposit for previous military service you will need to submit RI 20-97 along with a copy of your DD 214.
**Special Note: If you have not already made a deposit or redeposit for federal service or military service we recommend you speak with one of our analysts to assist you with the best course of action.
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Call us toll free at 1-877-688-5505 for assistance. We will be more than happy to help you gather your documents and complete the Questionnaire! |
STEP TWO: Complete our Confidential Federal Employee Benefit Analysis Questionnaire
You can either -
(1) Complete the Questionnaire as a secure online form. CLICK HERE
(2) Or open and print the PDF form and fax the completed form to us. CLICK HERE
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Call us toll free at 1-877-688-5505 for assistance. We will be more than happy to help you gather your documents and complete the Questionnaire! |
STEP THREE: Make Your Payment
After you have submitted the completed Questionnaire to us, please make your payment.
The cost for our Analysis is only $49.95. If you live in the Atlanta, Georgia metro area and would like a personal one-on-one consultation with your analysis the cost is $99.95.
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Atlanta Area Only |
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Other Areas |
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If you live in the Atlanta area and want a one-on-one consultation with your Analysis, the cost is $99.95.
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If you only want a customized Federal Employee Benefit Analysis, the cost is $49.95.
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Call us toll free at 1-877-688-5505 for assistance. We will be more than happy to help you gather your documents and complete the Questionnaire! |
*Individual retirement consultations currently available in Atlanta, Chicago, Dallas, and Washington, D.C. |
