TLC Pension Consulting

TLC Pension Consulting
	35 Pinelawn Road, Suite 103E Melville, New York 11747 Phone: 631-425-0591 Cell: 631-721-8109 Fax: 631-425-0737 Email: ed@tlcpension.com

Downloads

The following documents are available for download. To view them you will need Adobe Acrobat Reader. Click on the logo below to download:

	Pension Questionnaire
	457 Questionnaire
	Census/Fact Finder Information
	Beneficiary Designation
	Benefit Election, Spousal Consent, Distribution and Withholding Election
	Participant Payroll Authorization
	Pension/Profit Sharing/401(k), Annuity Surrender Request For Plans, With Travelers Tax Reporting
	Pension/Profit Sharing/401(k), Annuity Surrender Request For Plans, Without Travelers Tax Reporting
	Takeover Plan Checklist
	Loan Package
	Tax Sheltered Annuity Surrender Request, EF-99PFS
	Travelers Annuity Surrender Request (IRA and Non-Qualified Annuity only), EF-70PFS
	Travelers Annuity Surrender Request (IRA/SEP and Non-Qualified Annuity only - Investor Services), EF-70SB
	Travelers Annuity Surrender Request (IRA/SEP and Non-Qualified Annuity only), EF-70
	Travelers Annuity Surrender Request (457 Governmental/Deferred Compensation Plans With Travelers Tax Reporting), EF-71
	Travelers Annuity Surrender Request (457 Governmental/Deferred Compensation Plans Without Travelers Tax Reporting), EF-72
	Tax Sheltered Annuity Surrender Request, EF-99
	SAFE HARBOR EXPLANATION FOR GOVERNMENTAL 457 PLANS, SH-6
	SAFE HARBOR EXPLANATION FOR PLANS QUALIFIED UNDER SECTION 401(a), SECTION 403(a) ANNUITY PLANS, OR SECTION 403(b) TAX SHELTERED ANNUITIES,SH-8
	Pension/Profit Sharing/401(k)Annuity Surrender Request For Plans With Travelers Tax Reporting, L-18150
	Pension/Profit Sharing/401(k) Annuity Surrender Request For Plans Without Travelers Tax Reporting, L-18151
	Confidential Fact Finder
	Proposal Census Data