Minnesota Survey

E-Mail:

First Name:

Middle Name:

Last Name:

Phone #:

Address:

City:

State:

Zip:

Other Changes:
(New District, Retirement, Beneficiary
or Name Change, Etc.)". :

		YES	NO
1.	I want to discuss an increase in my contribution and/or district match* contribution.
2.	I would like to review my life insurance needs, discuss other financial programs such as college savings plans, mutual funds, IRA/Roth IRAs, long-term care insurance, or re-financing my home.
3.	I would like a portfolio review to see if my savings and state pension are on track to fulfill my needs.
4.	I 'm retiring within 5 or years and would like a complete review!
5.	I am changing districts and/or leaving my current employer.