Employee Census Input

To request a customized illustration, complete the following information.  Be sure to also complete the Retirement Objectives Questionnaire so that we can customize your illustration to meet your needs. If you would prefer a  hardcopy of the census form, we have provided one at the bottom of this page for you to download and print.

 Of course, you can always have more personalized service by calling our internal pension experts at 727/445-9770.

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EE Employee Name Date of Birth Date of Hire Annual Hours Worked Annual Salary Is Employee an Owner Is Employee an Officer Is Employee a Key Employee
1 Yes No Yes No Yes No
2 Yes No Yes No Yes No
3 Yes No Yes No Yes No
4 Yes No Yes No Yes No
5 Yes No Yes No Yes No
6 Yes No Yes No Yes No
7 Yes No Yes No Yes No
8 Yes No Yes No Yes No
9 Yes No Yes No Yes No
10 Yes No Yes No Yes No
11 Yes No Yes No Yes No
12 Yes No Yes No Yes No
13 Yes No Yes No Yes No
14 Yes No Yes No Yes No
15 Yes No Yes No Yes No
16 Yes No Yes No Yes No
17 Yes No Yes No Yes No
18 Yes No Yes No Yes No
19 Yes No Yes No Yes No
20 Yes No Yes No Yes No

    

For more information on any of our programs, please call 727/445-9770 or follow the link below to send an email.

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