Special Needs Funding Worksheet
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Special Needs Funding (Lines 1–16)
Dual Rate of Return comparison from line 6 onward. Factor tables referenced externally. Live gap/monthly/lump math where inputs allow.
1. Goal Needing Special Funding
2. Number of Years to Invest
3. Total Funds Needed for Goal
4. Future Value of $1000 (Table One)
5. Future Value of Goal (Line 3/$1000) × Line 4
Rate of Return #1
Rate of Return #2
6. Assumed Rate of Return %
7. Accumulation To Date Toward Goal
8. Future Value of a $1000 (Table Two)
9. Future Value of Accumulation to Date (Line 7/$1000) × Line 8
10. Special Needs Funding Gap (Line 5 − Line 9)
11. Factor: Funding Needed in $1,000 Increments (Table Three)
12. Monthly Investment Required to Fund Goal (Line 10/$1000 × Line 11)
13. Current Monthly Investment Toward Funding Goal
14. Additional Monthly Investment Needed (Line 12 − Line 13)
15. Factor: Present Value of a Lump Sum in $1000 Increments (Table Four)
16. Lump Sum Needed Today to Fund Special Needs Goal (Line 10/$1000 × Line 15)
PROTECTING YOUR INFORMATION
- This form may ask for sensitive information, such as Social Security numbers, account numbers, income, and health or family details.
- DO NOT email your completed form or financial documents. Email is not secure. Send this form with the Submit button below, send documents only through the secure Upload button (Financial International’s SharePoint), or deliver them in person.
- This online form sends your answers over an encrypted (HTTPS) connection directly to Financial International.
- Only open this form from www.financialinternational.com. Financial International will never email or text you a link asking you to enter your SSN or bank details. If you get one, do not respond; call us at (213) 487-0587.
- If you print it, keep the completed form in a safe place and shred spare copies.
- Your information is kept confidential and used only to provide the services you asked us for.
Fillable HTML worksheet with live math where applicable. Click Submit to send to the FI FORMS Teams channel (SQL when webhook is configured).