INSTRUCTIONS FOR COMPLETING
AND RETURNING THE ONLINE
REQUEST FOR PROPOSAL FORM

 

The online Request for Proposal is in PDF format and can be viewed by Adobe Acrobat Reader 6.0 and above. Each space on the form can be filled on your computer and the form can be either emailed back to The Pension Design Group or faxed to 614-789-9942.

This feature permits you to complete the form and print a copy for your records, but does not allow you to save the completed copy on your PC.

  1. After opening the form in your internet browser, go to the menu in the upper left corner and choose "save a copy". Save it to the desktop or to "My Documents". After saving the form to your PC, find it where you saved it and open the document in Acrobat Reader by double-clicking the icon.
  2. Begin the filling-in process by clicking on the line of "Date" near the top of the first page. After filling in the date you may continue to the rest of the entry spaces by either hitting your "tab" key or clicking on each space line.
  3. After the form is completed in its entirity, print a copy or copies for your records (and to fax, if you are using that option) by clicking the " " icon at the top of the Acrobat Reader window.
  4. To email the complete form to us, click the " " icon in the Acrobat Reader menu. Your email program will open a new email with the completed PDF already attached. In the "To" space put jpruitt@thepensiondesigngroup.com. Write whatever you wish in the body of the email and send.

OPEN REQUEST FOR PROPOSAL

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