Forms & Documents for Meetings

Please complete the appropriate paperwork before your meeting and bring the completed forms with you. For your convenience, the required documents are listed below.

The forms are PDFs, so you may:

• Complete them electronically: Download and complete the forms, then print them to bring with you to your meeting. If you are unable to print them, please save the completed forms and email them back to us, and we will print them for your meeting.

• Print and completed by hand: Print the forms, complete them by hand, and bring the completed forms with you to your meeting.

Please make sure you bring all required paperwork to your meeting so we can make the most of your time with us.

• Discovery Session / Initial Meeting:

  Please complete the Financial Planning Information & Budget Sheet, along with the documents listed on the appropriate What to Bring list (State or Non-State).

• Retirement Finalization Meeting:

  Please complete and bring the Retirement Finalization Information with you.

Having these documents completed and ready for your meeting will help us make the most of your time with us.

Financial Planning Information & Budget Sheet

Non-State Employee What to Bring List

State Employee What to Bring List

Finalize Retirement Meeting What to Bring List

Beneficiary Information

Beneficiary Information Sheet

Please use this form to provide the beneficiary information needed for your accounts and financial planning. This information will help us prepare the appropriate paperwork and avoid delays in completing your account updates. This is in a PDF format as well.