Your clients have a plethora of government forms to consider in their retirement planning. ProFeds provides an easy place for you to download them and make them available to your clients.
Taking proactive measures on items like beneficiary designations, TSP options, and survivor benefit elections will ensure that your client implements your guidance swiftly — and make you look like a real pro.
Office of Personnel Management Forms
Most federal employee related documents are located here. These documents cover everything from insurance choices to retirement elections
Thrift Savings Plan Forms
Access the latest Thrift Savings Plan (TSP) forms
Social Security Forms
While there are a number of documents on Social Security, we’ve pulled the most common documents for your easy access
Samples of Documents You’ll Request From Your Clients
- Sample pay stub (LES)
- Sample Thrift Savings statement
- Sample Social Security statement