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Worksheets

Planning Worksheets

AFBA is here for you with worksheets to help you with your planning needs. Download these worksheets from our Financial Planning Guide which is available free to AFBA members.

 

Downloadable Worksheets

Personal Data Worksheet

View PDF

List of Important People Worksheet

View PDF

Family Balance Sheet

View PDF

Budget Worksheet

View PDF

Financial Goals Worksheet

View PDF

Military Information and Pay Worksheet

View PDF

Military Retirement Pay Worksheet

View PDF

Insurance Worksheet

View PDF

Investment Worksheet

View PDF

Income Tax Worksheet

View PDF

Location of Important Documents Worksheet

View PDF

Open a Banking Account

Open a checking account with as little as $50.

Customer Service

For more information regarding any AFBA product click here or call 1-800-776-2322.

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Customer Service

If you need any more information regarding any AFBA product, please contact customer service or an AFBA Field Representative.

 

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