Get Retirement Planning Questionnaire

Completing the Retirement Planning Questionnaire online is an important step in your retirement planning process. This guide will walk you through each section of the form, ensuring you provide the necessary information to create a comprehensive retirement plan.

Follow the steps to successfully complete your questionnaire.

1. Press the ‘Get Form’ button to access the questionnaire and open it in your preferred online editor.
2. Enter today's date in the specified format (mm/dd/yyyy). Then, fill in the initials and full name of the primary person, as indicated on the cover page.
3. For the contact information section, provide details for both individuals, including full names, dates of birth, ages, retirement ages, email addresses, phone numbers, and physical addresses.
4. In the employment section, include job title, employer, employment period, and contact info for both individuals.
5. Assess your risk profile by selecting your investment attitude and experience, based on the provided options.
6. Indicate if you have any estate planning documents by checking the appropriate boxes.
7. Complete the insurance information by reviewing your policies and entering the necessary details for both individuals.
8. Provide information on pension, earned income, and social security, including anticipated benefits and other relevant financial figures.
9. Estimate your annual living expenses and enter the figures for both now and during retirement, factoring in inflation rates.
10. List any special income or expenses, including descriptions, annual amounts, and increase rates. Indicate priority levels for these expenses.
11. Complete the assets section by listing capital assets along with their current values and annual additions.
12. Fill in information regarding other debts and assets, including mortgage values and any loans outstanding.
13. Estimate the expected rates of return for various asset classes before and during retirement, including tax implications.
14. Finally, review your answers and ensure all sections are fully completed, before saving any changes, downloading, or printing the completed form for your records.

Start filling out your Retirement Planning Questionnaire online today!