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Retiree Casualty Assistance Checklist (continued)

(For later use by next of kin) As of date: ________________

Survivor Coverage Information

Survivor Benefit Plan 55% annuity $ 35% annuity $ SBP Base Amount $

Supplemental SBP (if any) $ Effective

RSFPP Annuity $

Note: See “Retiree Account Statement” for explanation of Social Security Offset/2-tier formula.

Part III – Social Security (when applicable)

Social Security Claim Nr. Month filed

Type of Benefit(s) Beginning month of entitlement

Amount monthly $ Bank and account number (direct deposit)

Part IV – Miscellaneous (things to know and plan for upon death of a retiree)

Disposition instructions for the body (Burial, Cremation, Memorial Service, etc.)

Info required for Death Certificate (Date/Place of Birth, Father’s Name, Mother’s Maiden Name, etc.)

Info required for Obituary Notice (Names, Relation & Locations of relatives, etc.)

Survivors will need a new ID card (military, medical, commissary, base exchange, etc.)

Necessary changes in your DEERS data will have to be made

It may take several months to clear estates (you may need at least 8 copies of death certificate)

Contents of safety deposit box should be known (make sure the box number, its location and location of key are known)

Direct deposit of Social Security benefits & military retirement payments (entitlements) must be immediately changed

Named beneficiaries on insurance policies become very important (keep current)

There may be some entitlement to burial benefits (headstone, payment, etc.). Check with the VA.

Check VA for Presidential Memorial Certificate

An American flag can be obtained (check VA and Post Office)

The survivor should update appropriate Will.

Extra credit cards should be destroyed or cancelled

Appropriate changes should be made to all joint ownerships NOTE: Make every effort to

Contact insurance companies as necessary retain original documents. Provide

Be prepared to turn in Retirees ID Card (where and when required) certified copies whenever possible.

Fill-in and keep handy the following office phone numbers (Update periodically)

Office/Organization Phone Number

Casualty Assistance

Retiree Activities Add

Hospital (Military) applicable

Legal Office (Military) phone

VA Hotline numbers

Social Security of the

ID Card/DEERS Renewal support

Family Support Center bases.

Finance (Retired Pay)

Survivor Benefit Plan (SBP)

Note: Spouse/Next of Kin should have a copy of this document or know where to locate it.

Courtesy of SMS H. K. “Hal” O’Leary, USAF (Ret) and updated by LCDR T. J. Tassin USN (Ret)

(may be reproduced by any military activity dealing with Casualty Assistance)