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Retirement Account Organizer

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The Retirement Account Organizer is a spreadsheet designed to help an individual capture all retirement account information in a single location. The information is organized by retirement account type, such as 401(k) accounts, pension accounts, 403(b) accounts, IRAs, and annuities. The user can enter and save pertinent information to accurately reflect changes made to the beneficiaries, current value, or desired value for each account. Individuals should use this form to help plan for retirement by setting desired values at retirement for each account.

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									RETIREMENT ACCOUNT ORGANIZER
                                   LAST UPDATED ON: [ENTER MM/DD/YYYY]
401(k) Account(s)
                   Plan/Account                  Current     Current Contribution %    Desired Value at
    Account #                      Beneficiary
                   Administrator                  Value         You         Employer     Retirement
                  Fidelity




Pension Benefits
                   Plan/Account                  Current     Current Contribution %    Desired Value at
    Account #                      Beneficiary
                   Administrator                  Value         You         Employer     Retirement
                  Fidelity




403(b) Account (s)
                   Plan/Account                  Current     Current Contribution %    Desired Value at
    Account #                      Beneficiary
                   Administrator                  Value         You         Employer     Retirement




IRA Account (s)
                   Plan/Account                  Current     Current Contribution %    Desired Value at
    Account #                      Beneficiary
                   Administrator                  Value         You         Employer     Retirement




Annuities
                   Plan/Account                  Current     Current Contribution %    Desired Value at
    Account #                      Beneficiary
                   Administrator                  Value         You         Employer     Retirement




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