Scarborough Alliance Corporation
July 29, 2010 FEATURED ARTICLEMY ACCOUNTRETIREMENT ILLUSTRATIONSDA
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Illustration Information Worksheet

This worksheet contains questions you will need to answer in order for Scarborough to create a personalized retirement illustration for you.

Don't worry if you don't have all the answers, you can call Scarborough at 800-223-7608, and a Retirement Planning Specialist will walk you through the questions and help you obtain the answers you need.


Name:
Address:
City:
State:
Zip:
Phone:
Email:
Date of Birth:
Age at Retirement:
When do you plan to retire?:
Company you are retiring from:
Are you currently in any Scarborough Plans?  Yes     No
How much is your lump sum pension? $
How much do you have in company savings? (for example, your 401(k)) $
Do you have an IRA or other retirement assets that we should consider for this illustration? $
What type of investor are you?
(if you do not know your type, use the Investor Profile Calculator.)
How much monthly retirement income do you want to receive from your account? $
Upon retirement, how soon would you need to start taking distributions?
  
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