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Independent firm. Not affiliated with OPM, USPS, or any government agency.

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Elite Federal Partners

Free Checklist

What to Bring to Your Federal Retirement Review

Print this list, gather what you can, and have it with you during your review. You do not need every item.

Why each document matters

Your pay and service

Your savings

Social Security

Health and life insurance

Family and beneficiaries

Your plans and questions

Educational information only. This checklist is general. Your agency, your plan, and your history may call for other documents, and Mary will tell you if she needs anything else.

One hour. Your whole retirement picture. Free.

Request my free retirement review

Free. No cost, no pressure, never billed.