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Please upload the documents below prior to our call

Recent LES/paystub

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Recent TSP statement

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Your Social Security Benefits at age 62 and 67 years can be found at www.ssa.gov.
Please do not submit account numbers or your social security number.

Estimate of your Social Security Benefits at 62 and 67 years old

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF