TSP Fund Allocation Optimizer Intake Form
TSP Fund Allocation Optimizer Intake Form
Please complete the form below so we can begin the process of creating your report.
FEA Advisor Name
*
First Name
*
Last Name
*
City
*
State
*
Phone
Phone
*
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Email
*
Current Age
*
Age you intend to retire
*
Risk Tolerance Level-Choose One
*
Risk Tolerance Level-Choose One
High Risk
Medium Risk
Low Risk
Zero Risk
Current Total TSP Amount
*
TSP % Amount by Fund-Must Equal 100%
C Fund
*
S Fund
*
I Fund
*
G Fund
*
L Fund
*
F Fund
*