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Retirement Planning Associates

Teacher's Retirement Benefits

Please fill in the following form for an analysis of your retirement benefits under State Teacher's Retirement System.

MEMBER:
Mr. Mrs. Ms. Miss Dr.
First Name: Initial: Last Name:
Date of Birth:
School District:
School:
Position:
Unused sick leave (days): Planned Retirement age: Years of Service:
Salary:
(Average of 3 highest years)
Address:
City/Town: State/Province:
Zip/Postal Code: Country:
Home Phone: Business Phone: Ext:


BENEFICIARY:
Mr. Mrs. Ms. Miss Dr.
First Name: Initial: Last Name:
Date of Birth:
School District:
School:
Position:
Unused sick leave (days): Planned Retirement age: Years of Service:
Salary:
(Average of 3 highest years)
Address:
City/Town: State/Province:
Zip/Postal Code: Country:
Home Phone: Business Phone: Ext:


Comments or suggestions:

Wait, I wish to my selection(s).

After you have completed this form, and we will mail you the requested information.

 
Home Contact Info Contents About RPA Client Successes Why Financial Planning? Investments Individual Financial Planning Corporate Financial Planning
  Home      Contact     Contents     About RPA     Client Success     Financial Planning     Investments     Individual     Corporate  

Retirement Planning Associates is led by James Ellis, a registered representative of,
and securities offered through, JKR & Co., Member NASD, SIPC.