Pension Lump Sum vs. Annuity Decision Worksheet — Form Fields
This finance template includes 11 fields. Help employees document factors for the pension lump sum or monthly annuity election decision. Free to customize and use on ZenBuild.
Employee Full Name (text, required)
Email (email, required)
Employer and Plan Name (text, required)
Expected Retirement Date (text, required)
Monthly Annuity Offer ($) (number, required)
Lump Sum Offer ($) (number, required)
Current Age (number, required)
Spouse Age (if applicable) (number, optional)
Health Status (dropdown selection, required) — options: Excellent, Good, Average, Below Average
Other Retirement Income Sources (dropdown selection, required) — options: Social Security Only, Significant Savings, Other Pension, No Other Sources
