In preparing to meet with Jacobs and Lofgren, you should pull together a Request for Proposal (Form 3202) and Retirement Plan Fact Finder (Form 3767). Click all of the items below that are valid reasons for wanting these two forms.

1. A completed Request for Proposal form is required when requesting a proposal from Retirement Plan Services.
2. The Retirement Plan Fact Finder may provide information that will help the financial professional better understand the client's needs.
3. Both the Request for Proposal and Retirement Plan Fact Finder provide Retirement Plan Services with information needed to determine if Ohio National can accommodate the requested plan design.

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