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

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Downloads

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

bullet Pension Questionnaire
bullet DB Benefit Calc Request Form
bullet Census/Fact Finder Information
bullet Beneficiary Designation
bullet Annual Administration Data Request-Generic
bulletIRS Lump Sum Notice 402(f)

 

 

 

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