Cambridge Financial Partners NATCA ATC planning questionnaire

Welcome to the Cambridge Financial Partners NATCA ATC planning questionnaire. Please take a few minutes and fill this out and send it back. We will be in touch with your individualized retirement estimates and strategy with the goal of potentially keeping you on the “Road to 100” – at 100% of your take-home pay throughout your retirement.

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Your Name *

Email *

Phone Number *

Your Date of Birth *

Use the format MM-DD-YYYY — for example, 08-25-1985.

Your Facility Identifier (LAX, ZTL, M98, etc.) *

Your Date of Retirement *

Use the format MM-DD-YYYY — for example, 08-25-1985.

Your SCD (Service Comp Date) *

Use the format MM-DD-YYYY — for example, 08-25-1985.

Your Estimated Retirement Annuity Supplement (RAS - GROSS)

Your Estimated FERS Pension Amount (GROSS)

PLEASE NOTE: If you don't know your FERS and Supplement amounts, just give us your estimated High-3 salary and we will calculate them for you.

Your Age 67 Social Security Estimate (in USD) *

PLEASE NOTE: This is NOT your age 62 estimate, it is your FRA (Full Retirement Age - 67) estimate. If you don’t know what that amount is, go to www.ssa.gov , log in and you can find it there.

If you have Military Time

If you have Military Time *

• Yes
• No

Branch

Last Rank

Dates of Active Duty:

Date In *

Use the format MM-DD-YYYY — for example, 08-25-1985.

Date Out *

Use the format MM-DD-YYYY — for example, 08-25-1985.

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Would you like to include your Spouse in this plan?

Would you like to include your Spouse in this plan?

• Yes
• No

Spouse’s DOB *

Use the format MM-DD-YYYY — for example, 08-25-1985.

Spouse’s Name

Will Your Spouse’s Income Continue Throughout Retirement?YesNo

Spouse’s Current Monthly GROSS Income

If It Stops, When Will It Stop?

If Yes, For How Long?

Spouse's Age 67 Social Security Estimate (in USD) *

PLEASE NOTE: this is NOT your age 62 estimate, it is your FRA (Full Retirement Age - 67) estimate. If you don’t know what that amount is, go to www.ssa.gov , log in and you can find it there.

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Retirement Income

Assets

How Much TOTAL MONTHLY HOUSEHOLD NET Income Do You Want Throughout Your Retirement? *

What Is Your Current BALLPARK TSP Balance? *

Do you or your Spouse have any other investment accounts? (CDs, IRAs, Roth IRAs, JTWROS, etc.) *

If Yes, What Types of Accounts and What Are the BALLPARK Balances?

Additional Information

If you have a “Federal Navigator” Retirement Estimate, that is ideal, so please send that to: andrew.hudson@cambridgefp.com

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