Proposal Request:
PlanGen Benefit Services
PlanGen.com
PlanGen.com 768 S. Main St PO Box 418 Bethel, VT 05032
802-234-4049 (v) 802-234-9308 (fax)
Steps:
1) Instructions
2) Your Information
3) Case Information
4) Questionnaire
5) Census
6) Submit
Instructions:
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You will need the following information before you can submit the Request For Proposal:
Your Contact Information:
Name, email, phone..etc.
Comments and instructions
Company/Case Information:
corporate structure (C corp, S corp, LLC..etc.)
corporate address (city, state, zip, phone..email..etc.)
Full-Time Participant/Employee Census Information
Manually enter multiple participants or...
Click here
or visit the census tab once you complete this form) for an MS Excel .XLSX template you can download, fill-out on your computer, then upload with one click on the Census Tab of this form.
Describe Planning Goals...
This form is SSL encrypted during submittal for your security.
Contact Information:
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*Your First Name:
*Your Last Name:
*Your Email:
*Day Phone:
**Additional Recipient Emails For The Proposal:
Comments or Instructions::
* Required
** Separate multiple email addresses with semicolons (example: name1@abc.com;name2@xyz.com)
Case Information:
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Employer Name:
Corporate Entity:
C Corporation
L.L.C. Taxes Filed as Corporation
L.L.C. Taxes Filed as Partnership
L.L.C. Taxes Filed as Sole Proprietor
Other
Partnership
S Corporation
Sole Proprietorship
Unknown
PBGC Coverage:
Unknown
No
Yes
Addr Line 1:
Addr Line 2:
City:
State:
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UM
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VA
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VT
WA
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Zip:
Phone:
Fax:
Email:
Comment:
Questionnaire:
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Complete The Plan Questionnaire...
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Census:
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Import census file...
Confirmation:
You:
submittername
Case:
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Census:
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You may change this information by clicking the desired tab and editing before submitting this RFP.
Upon submittal, you will receive a confirmation e-mail with the details of your request and the contact information of the Advisor handling your request.
Success!
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RFP Questionnaire
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