Personal Profile

Complete this Personal Profile to start your Free Benefit Analysis. We would also like a copy of your most recent:

   1. Leave and Earnings Statement
   2. Thrift Savings Plan Statement and Loan Statement (
   3. Social Security Statement (

Client Information

Family Information

Marital Status *


Annual Income
 ClientSpouse/Life Partner
Salary (Base and Locality)
Rental Income
Child Support
Leave and Earnings Data (pay stub)
 Dollar Amount
Retirement Deduction
Federal Tax
FEGLI - Regular
Health - Pretax
TSP Contribution
Allotment Deduction
State Tax
FEGLI - Optional
 Dollar Amount
Dental & Vison
TSP Catch Up
Union Dues
Medicare Tax
TSP Loan

Creditable Service



Retirement System *
Employment Type *
Retirement Type *
If you are a FERS employee, what survivor benefit would you like?

Federal Employee Group Life Insurance (FEGLI)

Do you have basic FEGLI coverage?
If yes, what reduction option do you want at age 65?
Option A?
Option B?
If yes, how many multiples?
Reduce after 65?
Option C?
If yes, how many multiples?
Reduce after 65?
If you have Option C, will any of your children be dependent on you after age 22?
Do you have other life insurance?

Thrift Savings Plan (TSP)

Do you participate in the Thrift Savings Plan? *
Current Savings in your TSP
 C FundF FundG FundI FundS FundL Fund
Dollar Amount ($)
What percent are you investing into each of the funds in your TSP?
 C FundF FundG FundI FundS FundL Fund
Percentage (%)
Do you have any TSP loans?

Other Assets

Primary Residence
Do you own your primary residence?
Does this payment include taxes and insurance?
Other Assets
 Value ($)LocationCurrent Interest/Return Rate
CD's / Money Market
Rental Properties
Stock/Bonds/Mutual Funds
Retirement Accounts

Social Security

 YouSpouse/Life Partner
Social Security Benefit At Age 62
Social Security Beneft at Full Retirement Age

Other Information

When you retire from the Government, what do you see yourself doing and what are some of your goals?
 YouSpouse/Life Partner
Retirement Picture


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member
FINRA/SIPC. Livingston Federal is not an affiliate company of LPL Financial. Livingston is not a federal agency
and is not affiliated with any federal agency.

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