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From Chuck Weber, your Veteran Service Officer... |
Veteran-Retiree Survivor Checklist
This checklist is designed to provide veterans and retirees and
their loved ones with some help in preparing for the future. The
following information is not all-inclusive and should be used with
other estate planning tools to lessen trauma to your loved ones.
Add or delete items as appropriate to your situation.
1. Create a military file.
__ Retirement orders
__ DD 214
__ Separation papers
__ Medical records
2. Create a military retired/veteran pay file.
__ Claim number of any pending VA claims
__ Annual VA disability/pension compensation statement
__ Address of the VA office being used
__ List of current deductions from benefits
__ Name, relationship, and address of beneficiary of unpaid retired
pay/veteran pay at
the
time of death
__ Address and phone number for DFAS:
8899 East 56th St. Indianapolis, IN 46249
Tel: (888) 332-7411
3. Create an annuities file, to include:
__ Information about the Survivor Benefit Plan (SBP) Additional
information regarding
SBP
annuity claims can be obtained from the DFAS-Cleveland Center office
at
800-321-1080.)
__ Reserve Component Survivor Benefit Plan (RCSBP)
__ Retired Serviceman's Family Protection Plan (RSFPP)
__ Civil Service annuity
4. Create a personal document file.
__ Birth Certificate
__ Marriage Records
__ Divorce decree
__ Adoptions and naturalization papers
5. Create an income tax file.
__ Copies of state and federal income tax returns
6. Create a property tax file.
__ Copies of tax bills
__ Deeds and any other related information.
7. Create an insurance policy file.
__ Life Insurance
__ Property, accident, liability insurance
__ Hospitalization/Medical Insurance
8. Maintain a listing of banking and credit information, in a secure
location.
__ Bank account numbers
__ Location of all deposit boxes
__ Savings bond information
__ Stocks, bonds and any securities owned
__ Credit/debit card account numbers and mailing addresses
9. Maintain a membership listing of all associations and
organizations.
__ Organization names and phone numbers
__ Membership fee information
__ Many of these have insurance programs
10. Maintain a list of all friends, business associates, and
attorneys
__ Include names, addresses and phone numbers
11. Hold discussions with your next of kin
about your wishes for burial and funeral services. At a
minimum the discussion should include cemetery location and type of
burial (ground, cremation or burial at sea). This knowledge
may assist your next of kin in carrying out all of your desires.
12. You could also pre-arrange your funeral services
via your local funeral home. Many states will allow you to pre-pay
for services. Use a
qualified Funeral Director.
13. Investigate the decisions that you and your family have agreed
upon.
Many states have specific laws and guidelines regulating cremation
and burials at sea. Some states require a letter of authority signed
by the deceased in order to authorize a cremation. Know the laws in
your specific area and how they may affect your decisions.
Information regarding Burials at Sea can be obtained by phoning Navy
Mortuary Affairs at (866) 787-0081.
14. Once your decisions have been made
and you are comfortable with them, have a will drawn up outlining
specifics.
15. Ensure that your will and all other sensitive documents are
maintained
in a secure location known by your loved ones.
Organizations to be notified in the event of a retiree death:
============================================================
1. Defense Finance and Accounting Service, London, KY (if
appl.) Tel: (888)
332-7411
2. Social Security Administration (for death benefits)
Tel: (800)
772-1213
3. Department of Veterans Affairs (if applicable) Tel:
(800) 827-1000
4. Office of Personnel Management (OPM) (US civil service)
Tel: (724) 794-8690
5. Any fraternal group that you have membership with: e.g., TAL,
DAV, AMVETS, FRA,
NCOA, VFW, TREA
6. Any previous employers that provide pension or benefits.
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©1997 - by USS RICH Association, Inc. - All Rights Reserved