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Survivor Planning and Benefit Issues

PREPARING A SPOUSE FOR SURVIVORSHIP

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Is your spouse prepared if you predecease him or her? Does he or she know what notifications need to be made, and to who? What about understanding the benefit programs that may apply to a survivor? At the PDF document below you will find the slides from the MOAA webinar “Preparing A Spouse For Survivorship”.  Topics from the webinar are listed below.

  • Calculating your Survivor Benefit Plan (SBP) amount.
  • Determining whether your survivor will be eligible for Dependency and Indemnity Compensation (DIC) from the VA.
  • Understanding income as a survivor (source and tax status change).
  • Navigating insurance options.
  • Understanding ID card requirements.
  • Preparing personal accounts and paperwork.
  • Managing online accounts and applications.

 

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