Census Request
Complete this form (in addition to the Proposal Request Form) only if you are requesting a Profit Sharing or Defined Benefit Plan Proposal and would like a customized illustration for your client.
Requestor Information:
Name
Company
Address
City
State
Zip
Phone
Fax
E-mail
Company Name
Employee Name
1
2
3
4
Date of
Birth
Date of
Hire
Annual
Pay
Hours
Worked
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
18
19
20
1. Indicate family members of preferred employees with an S for Spouse, C for Child, M for mother, F for Father.
2. Indicate owners or officers of the company with a check mark.
3. Indicate the preferred employees with a check mark.
4. Indicate percentage of ownership in the business.
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