Sample client vocational affidavit

• Author: Scott M. Riemer/Jennifer L. Hess
• Pages: 232-235

Form 7 ERISA Disability Claims and Litigation A-214

FORM 7 SAMPLE CLIENT VOCATIONAL AFFIDAVIT

 

duties of my occupation as an equities trader at XYZ.

Job duties

2. My job as a trader for XYZ is an extremely demanding occupation,

requiring both physical and mental stamina. The days are long and the

environment is incredibly stressful, requiring an intense level of concen-

tration on a continual basis.

   

end until 6:00 pm, at the earliest, and much later if there was a work, client

or recruiting event scheduled which is the norm at XYZ. High energy and

mental sharpness are required to perform the duties of a trader adequately.

  

as damage to its reputation. The following is an hour-by-hour summary

of a typical day at my job:

6:30 a.m. – 6:45 a.m.—arrive at trading desk

 

markets.

• Review performance of overseas markets from several sources to

look for major events and trends taking place over night.

   

force to prepare for day.

• Prepare notes and comments for morning trader ’s meeting.

7:15 a.m.—Morning trader’s meeting

• Strategize for the upcoming trading day.

• Discuss major economic, political and market trends.

 -

cations for current trading day.

   -



8:00 a.m.—Back to desk to prepare for trading day

• Review open positions.

 

their implications.