Get Primerica Fna Input Sheet

Filling out the Primerica Financial Needs Analysis (FNA) Input Sheet is a critical step in managing your financial planning. This guide provides clear instructions to help you complete the form accurately and efficiently online.

Follow the steps to complete your Primerica Fna Input Sheet online.

1. Locate and press the ‘Get Form’ button to access the Primerica Fna Input Sheet and open it in your online editor.
2. Begin filling out your personal information. Enter your full name, including middle initial and last name, as well as your spouse’s details if applicable.
3. Complete your address information, ensuring to include your city, province, and postal code. Also provide your home, work, and cell phone numbers along with your email address.
4. In the retirement section, indicate the monthly amount you expect to need during retirement. Specify your desired retirement age and your current age. Also indicate if you plan to rely on government benefits for retirement.
5. List your retirement savings accounts such as RRSP, TFSA, and GIC. Document the total amount saved as well as your monthly contributions for both yourself and your spouse, including any company match.
6. For the emergency fund, note the current amount saved as well as the monthly savings that you plan to contribute.
7. Address the debt section by reporting your consumer debt and the market value of your home. Additionally, specify if you are interested in strategies to pay off your debt sooner.
8. In the life insurance coverage section, provide details about your current coverage amounts, monthly premiums, and the type of life insurance you hold.
9. Document your net monthly income and how much you believe your family would need if you were to pass away prematurely.
10. Add any contributions related to your children's education and legal protections, indicating whether you have a will.
11. Once you have completed all sections, review your entries for accuracy. Save your progress, then download or print the document as needed for your records.

Start filling out your Primerica Fna Input Sheet online today to take control of your financial planning.