Savers (individuals age 55 – 74 with personal savings allocated to bank CD’s losing purchasing power or allocated to risk of principal stock market and mutual fund investments that lose principal periodically).

Click on the Pay button below to join the Savers membership online.

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Click on the links below to download the PDF documents. Print them out and fill in the information.

Savers Planning Program Loss Test

Savers Membership Order Form

Savers Planning Program Asset Location Data Collection Form