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Step 2 of Your Federal Gap Analysis Process

Secure Document Submission Portal for Your Federal Gap Analysis

To deliver an accurate, personalized analysis of your FERS/CSRS pension, TSP income stream, and Social Security timeline, our federal retirement specialists require your current benefit statements.

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Why We Need These Documents

Your Gap Analysis is an exact financial roadmap for federal retirement. Rather than using standard averages, we evaluate your actual figures to reveal:

  • 1
    Your Exact Pension Calculation: High-3 average salary from your LES minus tax & benefit withholdings.
  • 2
    TSP Sustainability Rate: Real fund balances and loan balances to prevent running out of capital.
  • 3
    Social Security & FERS Supplement: Precision timing on when to claim to maximize lifetime earnings.

Required Documents Checklist3 Required Files

Latest TSP Statement

Required

Shows your Thrift Savings Plan balances, fund allocations, contribution rates, and loan statuses necessary to calculate your projected retirement income.

Where to find: Download directly from TSP.gov under 'Statements & Documents'

Leave & Earnings Statement (LES)

Required

Verifies your high-3 salary, federal service computation date (SCD), retirement system (FERS/CSRS), and current benefit deductions.

Where to find: Available via MyPay, Employee Express, or LiteBlue for Postal workers

Social Security Statement

Required

Ensures accurate projection of your Social Security benefits at age 62, FRA, and age 70, including FERS Supplement calculations.

Where to find: Download PDF directly from your ssa.gov account dashboard

Optional Supplemental Uploads:

Most Recent SF-50

Notification of Personnel Action — verifies exact tenure, grade/step history, and FEGLI coverage options.

FERS/CSRS Annuity Estimate

Any prior agency estimate to cross-reference military buybacks, sick leave conversions, and survivor benefit choices.

Independent Life or Health Policies

Enables comparison between FEGLI / FEHB and private supplemental plans to maximize retirement cash flow.

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Federal Gap Analysis Upload Form

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What Happens After You Upload?

Our federal benefit specialists follow a structured, 3-step process to transform your raw statements into a clear, actionable Gap Analysis.

1

Document Audit & Verification

Your assigned specialist verifies figures from your TSP statement, high-3 earnings on your LES, and Social Security projections for accuracy.

2

Gap Analysis Computation

We run multi-scenario calculations comparing your FERS/CSRS pension, TSP withdrawal strategies, and tax liabilities against your target retirement budget.

3

Strategy Review Session

Within 24 to 48 hours, you'll receive your completed Gap Analysis report and review your personalized recommendations step-by-step with a specialist.

Frequently Asked Questions

Everything you need to know about the document submission process and Fed Secure Gap Analysis.

A Federal Gap Analysis calculates your exact income gap between your federal retirement benefits (FERS/CSRS annuity, TSP drawdown, Social Security/FERS Supplement) and your target post-retirement income. Without exact figures from your current TSP statement, LES, and Social Security record, projections would rely on estimates that could leave you vulnerable in retirement.