Fill this form out for a gift from Local 827 when you retire.
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The SSA-131 form is for members who take an EISP and are Social Security eligible. Send form to payroll to complete, they will mail back to you. EISP money does not count toward Social Security earnings.
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Scarborough Questions to ask your Financial Advisor
The attached worksheet will help you ask the right questions to make sure you are getting the most for your investments from your Financial Advisor.
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Scarborough Retirement Income and Investment Questionnaire
A helpful questionnaire on determining risk tolerance for your retirement.