Here are some of the most common forms needed to make changes to your federal benefits. Completion of these forms needs to be done by the employee and verified by the appropriate human resources official. Forms must be current.  Previous versions of the forms will not be accepted. Please visit to confirm the latest versions of these forms. For assistance in verifying the most current version and completion of the correct form, click here.

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Retirement Package Counseling and Completion

Retirement income planning can be one of the hardest choices to make. Once you make that very personal decision filling out the correct forms, including the proper documentation can be just as difficult. Our firm can assist you in what forms are needed, how to properly fill them out, and assist in making the decisions necessary to complete your packet. Click here to have someone contact you regarding your retirement package.

Receive Your Federal Benefit Workbook

Please fill out the form to the right with your information to receive your personalized federal benefit workbook.  This workbook will help you understand when you are eligible to retire, compute your monthly pension, show you how Social Security works and explain the options available to you with FEGLI and TSP.

By providing your information, a licensed insurance representative may contact you.