Birdseye Financial Services (360) 722-7889
Home
About
Welcome to Birdseye
Who We Are
Risk & Portfolio Assessment
Request Free Consultation
Strategies
Key Components
Sequence of Returns
Rule of 100
Tax Strategies
>
RMD Calculator
ROTH IRA
Qualified Charitable Donation
Business Tax Credit
Inflation Impact
Educational Webinars
>
Taxes in Retirement
3 Economic Strategies
Five Key Areas of Retirement
Video Library
Planning
Retirement Analysis
>
Retirement Meeting
RA Analysis
Social Security
>
Social Security Webinar
Pension Maximization
Risk Analysis and Investments
LifePro Asset Management
Federal Benefits
>
Federal Benefit Kit
Business Tax Credit
>
Research & Development Tax Credit
Employee Retention Tax Credit
Resources
Insurance
Annuities
Medicare
>
Medicare Questionnaire
Medicare Meeting
Medicare Networks
Long-Term Care
Life Insurance
Final Expense
Health Insurance
Dental Insurance
Vision Insurance
Tools
Financial News Blog
Documentaries
Market Index Links
Required Minimum Dist (RMD Calculator)
Calculators
Professional Referrals
Bankrate Interest Rates
Zillow Home Value
Contact
Free Consultation
Schedule Appointment
Online Meeting
>
Online Meeting Details
Secure Upload
Retirement Analysis
Retirement Portal
Rate our Service
Referral A Friend
ONLINE SUBMISSION
Thank you for taking the time to complete our ONLINE version of our Social Security Questionnaire. We will create for you your personalized report.
Please provide us with these details...
*
Indicates required field
Your Profile
Your Name
*
First
Last
Date of Birth
*
Your Spouse
Spouse Name (If applies)
*
First
Last
Spouse Date of Birth
*
Phone Number
*
Email
*
Marital Status
*
Married
Widowed
Divorced
Single
Age of Life Expectancy
*
Gender
*
Male
Female
Have you started Social Security Benefits?
*
Yes
No
If Yes, at what Age?
*
Filing Date
*
Benefit amount you currently receive?
*
Statement Date
*
What are your Full Retirement Benefit Amount (FRA)?
*
What age do you plan to stop working?
*
PENSION INFORMATION
What is the name of your pension / employer?
*
What is the monthly pension amount?
*
When does the pension start?
*
What is the cost of living adjustment?
*
Age of Life Expectancy
*
Gender
*
Male
Female
Have you started Social Security Benefits?
*
Yes
No
If Yes, at what Age?
*
Filing Date
*
Benefit amount you currently receive?
*
Statement Date
*
What are your Full Retirement Benefit Amount (FRA)?
*
What age do you plan to stop working?
*
PENSION INFORMATION
What is the name of your pension / employer?
*
What is the monthly pension amount?
*
When does the pension start?
*
What is the cost of living adjustment?
*
Additional Comments / Questions
*
Submit
DOWNLOAD VERSION
Home
About
Welcome to Birdseye
Who We Are
Risk & Portfolio Assessment
Request Free Consultation
Strategies
Key Components
Sequence of Returns
Rule of 100
Tax Strategies
>
RMD Calculator
ROTH IRA
Qualified Charitable Donation
Business Tax Credit
Inflation Impact
Educational Webinars
>
Taxes in Retirement
3 Economic Strategies
Five Key Areas of Retirement
Video Library
Planning
Retirement Analysis
>
Retirement Meeting
RA Analysis
Social Security
>
Social Security Webinar
Pension Maximization
Risk Analysis and Investments
LifePro Asset Management
Federal Benefits
>
Federal Benefit Kit
Business Tax Credit
>
Research & Development Tax Credit
Employee Retention Tax Credit
Resources
Insurance
Annuities
Medicare
>
Medicare Questionnaire
Medicare Meeting
Medicare Networks
Long-Term Care
Life Insurance
Final Expense
Health Insurance
Dental Insurance
Vision Insurance
Tools
Financial News Blog
Documentaries
Market Index Links
Required Minimum Dist (RMD Calculator)
Calculators
Professional Referrals
Bankrate Interest Rates
Zillow Home Value
Contact
Free Consultation
Schedule Appointment
Online Meeting
>
Online Meeting Details
Secure Upload
Retirement Analysis
Retirement Portal
Rate our Service
Referral A Friend