| RESOURCES |
| Code of Federal Regulations http://www.access.gpo.gov |
| United States Code http:..www.law.cornell.edu/uscode |
| Office of Personnel Management http://www.opm.gov/ |
| Other Labor Related sites http://www.afge.org |
| BENEFIT ADVISORS I would like to take this opportunity to introduce you to Kimberly MacKenzie from Benefit Advisors. Many of you may have already spoken to them regarding the Delta Dental benefit or the AFGE negotiated benefit programs available to all members. They can show you how to save money on such things as: buying an automobile, getting the best rate on mortgage loans, home equity loans, prescription drugs for all of your family members, even great discounts on theme parks around the country, and much more. In addition to these AFGE benefits; Benefit Advisors can help you plan for your retirement with a complete analysis of your CSRS, FERS and TSP benefits as well as project future costs of your FEGLI. Many members have already taken advantage of these services. For those of you within five years of retirement this service will be of great value as you plan for your future. For those of you further away from retirement the time to start planning is now. If you wish a to have personal confidential analysis done, simply fill out the following form and fax your request to 262.786.7200 or mail it to Benefit Advisors at 700 Pilgrim Parkway Suite 102, Elm Grove, WI 53122. You may also email your request to benefitadvisors@ken-mackenzie.com If you need assistance with filling out the form, feel free to call 800.236.1154 and ask for Kimberly. |
| Federal Benefit Analysis Name: ____________________________________ Date of Birth: _____________________________ Smoker Y/N Spouse’s Name: _____________________________ Date of Birth: _____________________________ Smoker Y/N Government Location___________________________ Children Under 18 ________________ Ages ________________ Address: _______________________________ City: _______________________ State: _______ Zip: _____________ Home Phone: ________________ Work: _______________ Ext. ___________ Best Time To Call: _______________ E-mail Address: CSRS or FERS Firefighter Law Enforcement Air Traffic Controller Service Computation Date To Include Military Time: _________________ Current Annual Salary: $ ______________________ Desired Retirement Date: ____________________ Federal Employees Group Life Insurance Coverage Basic: Yes / No Option A: Yes / No Option B: Yes / No If yes, How Much? 1 / 2 / 3 / 4 / 5 Times Salary Option C: Yes / No If yes, How Much? 1 / 2 / 3 / 4 / 5 Times Salary Thrift Savings Plan Current Savings in: C Fund: $_________________ F Fund: $________________ G Fund: $________________ S Fund: $ ________________ I Fund: $_________________ Percent of Salary Invested Each Year: _______________% Percent Invested in Each Fund: C Fund:______% F Fund:______% G Fund:______% S Fund:______% I Fund:______% = 100% Private Life Insurance: Term – 10YR 15YR 20YR Whole Life Universal Life Death Benefit: _____________________ Monthly Premium: _______________________ *Kimberly MacKenzie* Phone 262.786.8700 E-Mail: benefitadvisors@ken-mackenzie.com PLEASE FAX REQUEST TO 262.786.7200 |