SDG&E / Sempra Energy Retirement Planning Review Questionnaire

    Personal Information

    (*) denotes a required field


    Retirement Information

    Click here for instructions on projecting your pension values.

    Amount of Distribution

    GrandfatheredCash Balance


    Employee Information

    Outside Capital and Income

    Other Income (please specify $/yr where applicable)


    * CFG Wealth Management and its services are in no way endorsed or sponsored by SDG&E/Sempra Energy or any of its affiliated entities or subsidiaries.

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