Retirement Advisors of America

Current B-Fund Estimated Value

Note: The B-Fund estimated value updated on 9/3/2010
contains the previous day's close of business value: $80.410

Datasheet

If you are interested in more information about your personal retirement situation, and you have not already received a Final Approach retirement analysis, please fill out the datasheet below. When complete, click the Submit button at the bottom of the page. If you would rather print and mail in a Final Approach Form click here.

Retirement Advisors of America
FINAL APPROACH INPUT DATA & ASSUMPTIONS
American Airlines

Indicates required field

Please refer to the Final Approach Form Instructions for the specific numbers required for this form.
1. * NAME:					SPOUSE:
*ADDRESS:
*CITY:			*ST:		*ZIP:
*PHONE:			*BIRTHDATE:
CELL:			SPOUSE BIRTHDATE:
FAX:			EMPLOYEE NO:
BASE:			*EMAIL ADDRESS:
2. Gross Airline Earnings History: (include 401K contributions & profit sharing)
PREVIOUS YEAR'S EARNINGS:		2009			3.*Avg. number of hrs
2ND PREV YEAR'S EARNINGS:		2008			per month you expect
3RD PREV YEAR'S EARNINGS:		2007			to fly:
4TH PREV YEAR'S EARNINGS:		2006			Actual and/or projected
5TH PREV YEAR'S EARNINGS:		2005			Equipment/Division/Seat
6TH PREV YEAR'S EARNINGS:		2004		5.	*2010
4. OPTIONAL: For an estimate of your PC-3 (PBGC) benefit also include:				6.	*2011
YEARS:	2003	2002			2012
EARNINGS:					2013
					2014
From this year's Retirement Benefit Statement (posted on Jetnet					2015
in March) and your Super Saver Statement:					2016
					2017
7. AIRCAL YEARLY FIXED ANNUITY (if appl):					2018
8. *FINAL AVERAGE SALARY: (page 1)					2019
8. *YEARS OF AA CREDITED SERVICE: (page 1)					2020
AIRCAL plus AA YRS SERVICE: (if appl)					2021
8. *COMPANY UNITS: (page 1, right column)					2022
8. OPTIONAL UNITS: (page 1, right column)					2023
8. *TOTAL UNITS: (page 1, right column)					2024
8. *BASIC ACCUMULATION: (page 1, right column)
8. OPTNL CONTRIBUTIONS ($ AMOUNT): (p1,rt col)					12.Number of Vacation
9. 401K ACCOUNT BALANCE: (end of last year)					defer to after retirement:
10. B FUND OPTIONAL CONTRIBUTION RATE:
11. 401K SUPER SAVER CONTRIBUTION RATE:
11. 401K ANNUAL CATCH-UP AMOUNT OR "MAX":
Withdrawal Longevity Analysis Scenario Information (if uncertain, enter best estimates):
13. Other "qualified" funds (IRA's, pensions,etc.) available for retirement (est. value at age 60):
14. Planned gross monthly withdrawal (including taxes) from all of your "qualified" funds:
15. Alternate gross monthly withdrawal (including taxes) from all of your "qualified" funds:
16. Planned date after retirement of first monthly withdrawal from your "qualified" funds:
17. Other "non-qualified" (taxable) funds available for retirement (estimated value at age 60):
Planned gross monthly withdrawal including taxes) from all of your "non-qualified" funds:
Alternate gross monthly withdrawal (including taxes) from all your "non-qualified" funds:
Planned date after retirement of first monthly withdrawal from your "non-qualified" funds:
18. Option planned for your A Fund (Lump Sum, Life-Only, Survivor Annuity, Period Certain):
If Surv, 50%, 75%, or 100%:			If Period Certain,10, 15, or 20 years.:
19. If you will be or are receiving a Military Retirement, estimated monthly annuity at age 60:
If you elected a Supplemental Survivor Benefit, enter percentage of survivor benefit:
20. Age to begin drawing Social Security benefits:			Retiree:		Spouse:
21. Estimated marginal tax rate in retirement:			Federal:		State:
Comments or Additional Information:
Representative: