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Name
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Bruce D Knight
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Email
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Brucek4@yahoo.com
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Federal Agency Employed With:
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USPS
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Primary Contact Number
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(585) 225-7601
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Zip Code
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14526
Map It
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Select Your Free Services
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Federal Retirement Analysis
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Select The Free Services You Are Interested In:
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- Retirement Packet Completion
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Message
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I am interested in rolling over my TSP into a IRA that I hold with The Stifel Financial Corp. I would request to set up a group telecommunication with a representative from TSP, my financial rep and myself with you sending a date, time and appropriate phone contact to conduct this meeting. Please send the necessary paperwork that I need to complete to make this transaction happen. On my statements, it states there is no designated beneficiary. I would like to make Patricia R Knight, my spouse, my beneficiary. Please include the correct beneficiary documents so I can complete all required forms. Thank you. BK
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