- Financial Planning Questionnaire – Fact Finder (PDF)
- Important Life Documents (PDF)
- Investor Profile Questionnaire (PDF)
- Life Insurance Quote Request
- Retirement Preparation Checklist (PDF)
- Tax Facts At A Glance (Version 2022) (PDF)
Resources to help with your Medicare choices
Get detailed information about enrollment, options and plans. Signing up for Medicare is one of the first major decisions you face as you reach retirement. It’s important to understand the enrollment process, the different parts of Medicare and which health care services are covered. We can help you prepare with a personalized Health Care Cost Assessment, which estimates your annual Medicare and out-of-pocket health care costs in retirement. With those results and the resources below, you can feel more confident making Medicare decisions that fit within the scope of your overall retirement plan.
Medicare | 1-800-633-4227 | medicare.gov
Get help with Medicare coverage issues and to compare Medicare options and plans. Also: www.medicareinteractive.org, a free, independent online reference tool. Find help with Medicare eligibility and enrollment, Part B premium, Part D. Extra Help or Medicare Savings Programs.
Internal Revenue Service (IRS) | 1-800-829-1040 | irs.gov
Social Security Administration (SSA) | 1-800-772-1213 | ssa.gov
Benefit programs | 1-800-334-4114 | benefitscheckup.org
BenefitsCheckUp® is a free service of the National Council on Aging that connects older adults with benefits they may qualify for in over 2,500 federal, state and private benefit programs.
State health insurance assistance program | 1-877-839-2675 | shiptacenter.org
Trained counselors in every state offer free, personal help with all Medicare and Medicaid issues. To find the toll-free phone number for your SHIP office, visit the website or call 1-877-839-2675.
Eldercare locator | 1-800-677-1116 | eldercare.gov
This public service of the U.S. Administration on Aging connects you to services for older adults and their families.