Reiree Checklist - TREA94

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Reiree Checklist

Preparedness

MILITARY RETIREE CHECKLIST
INTRODUCTION:  A simple, easy to use checklist to annotate your military career information, family data, insurance policies, financial data, and other information.  When completed, members of your family will have what they needed to help settle your estate upon your death and also meet your personal desires.  A copy of this checklist should be placed together with your Will and other important documents in a safe deposit box for safekeeping.  We also recommend that you provide each member of your family a copy; but that will be a personal choice.
 
1. PERSONAL DATA.
 
 Name:  ___________________________________________________________ SSN: ________________
 Retired Rank/Grade:  ___________________________  Date of Retirement: _______________________
 Branch of Service:  _________________ Last Duty Station:   ____________________________________
 Date of Birth:  _________________ Place of Birth:  ____________________________________________
 
2.  FAMILY DATA.  
 
 Spouse's Name: _______________________________________________   SSN: ___________________
 Maiden Name:   _________________________________________________________________________
 Date of Birth:  _____________  Place of Birth:  _______________________________________________
 Date of Marriage:  _____________ Place of Marriage:  ________________________________________
 Child Name/Date of Birth/SSN:   ___________________________________________________________
 Child Name/Date of Birth/SSN:  ____________________________________________________________
 Child Name/Date of Birth/SSN:   ___________________________________________________________
 Child Name/Date of Birth/SSN:   __________________________________________________________
 Child Name/Date of Birth/SSN: ___________________________________________________________
 Father's Name/Address: _________________________________________________________________
 Mother's Maiden Name/Address: _________________________________________________________
 Former Spouse's Name/SSN/Date and Place of Divorced/Address & Phone Number: _______________     
 ______________________________________________________________________________________
 
3.  SURVIVOR BENEFIT PLAN AND INSURANCE POLICIES.  
 
SURVIVOR COVERAGE INFORMATION
Survivor benefit plan annuity $ __________                  SBP Base Amount $ ______________________
Supplemental SBP (if any) $ ___________                    Effective: _______________________________
RSFPP annuity $____________________
 
 
LIFE AND LONG TERM CARE INSURANCE POLICIES (Company, policy#, Coverage, Beneficiary, Agent name and Phone Numbers)
_________________________________________________________________
_________________________________________________________________
_________________________________________________________________
4.  FINANCIAL ACCOUNTS.   
 
INVESTMENT (Type, Company Name, Amount, Agent Name and Phone Number)
_________________________________________________________________________________________
_________________________________________________________________________________________
_________________________________________________________________________________________
BANK ACCOUNTS (Bank Name, Type of Account, Account Number, Phone Number)
 ________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
CREDITORS (Name, Address, Phone Number, Credit Card type, Balance Due)
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
MORTGAGE (Mortgage Company Name and Phone Number, Account #, Homeowner Insurance Company Name, Policy # and Phone Number)
________________________________________________________________________________________
________________________________________________________________________________________
 
5.  NAMES AND LOCATIONS OF IMPORTANT DOCUMENTS.  
 
    TYPE OF DOCUMENT                                                   WHERE LOCATED
 
DD Form(s) 214 (Discharge Record)                                   _______________________________________
Retirement Orders                                                                _______________________________________
Medical and Dental Records                                                _______________________________________
Most Current Retired Pay Statement                                  _______________________________________
VA Disability Paperwork                                                       _______________________________________
Marriage Certificate(s)                                                         _______________________________________
Divorce Decree(s)                                                                 _______________________________________
Birth Certificates                                                                   _______________________________________
Adoption Papers                                                                     _______________________________________
Death Certificates (previous marriages)                              _______________________________________
Safe Deposit Box                                                                   _______________________________________
Living Will                                                                              _______________________________________
Last Will and Testaments                                                     _______________________________________
Vehicle Titles and Registrations                                           _______________________________________
Passports                                                                                _______________________________________
Insurance Policies                                                                  _______________________________________
Investment Papers                                                                 _______________________________________
Tax Returns                                                                           _______________________________________
Real Estate Deeds                                                                 _______________________________________
______________________                                                    _______________________________________                             
 
6.  PERSONAL DESIRES.
 
Who should be notified of your death?  (Name, Relationship, Address and Phone Number)                 ________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
Do you want to be buried or cremated? ______________________________________________________
Name of cemetery where you want to be buried:                                                            _________________     
Do you want to be buried in your uniform?  YES  NO
Do you want a memorial service?  YES   NO     If yes, where?____________________________________
Have you purchased a burial plot?  YES   NO    If yes, where? ___________________________________
Do you have a preference of funeral home?  YES  NO   If yes, which one? ________________________________________________________________________________________
Do you want a military honor guard?  YES  NO
 
BURIAL BENEFITS FOR RETIREES FROM THE NATIONAL CEMETERY ADMINISTRATION:  Burial benefits available include a gravesite in any of over 120 national cemeteries with available space, opening and closing of the grave, perpetual care, a Government headstone or marker, a grave liner for casketed remains, a burial flag, and a Presidential Memorial Certificate, at no cost to the family. Cremated remains are buried or inurned in national cemeteries in the same manner and with the same honors as casketed remains.
 
7.  NOTIFICATION REQUIREMENT.  Notify the retiree's service branch (USAF, Army, Marines Corps, Navy or Coast Guard) Casualty Assistance Office, Defense Finance and accounting Service (DFAS), and other government agencies (i.e., VA, Social Security, etc) of the death of a retiree.  Provide the following information when calling:
Retiree’s full name, grade, Social Security number, date of retirement
Date and place (city and state) of death
Cause (layman’s terms) of death
Name, relationship, phone number, and address of next of kin.
Date and place of funeral, if known.
Air Force Casualty Assistance Office:   877-353-6807
Scott AFB Casualty Assistance Office:  618-256-6650/6508
Closest Air Force Base (Name and telephone Number): _____________________
Army Casualty Assistance Office: 800-626-3317
Navy Casualty Assistance Office: __________________
Marine Corps Casualty Assistance Office:  800-269-5170
Coast Guard Casualty Assistance Office: 800-772-8724
DFAS Cleveland Office (Retired Pay): 800-269-5170
Veterans Administration (if receiving Disability Compensation): 800-827-1000
 
8.  IMPORTANT TELEPHONE NUMBERS.
 
Retired Pay (Cleveland DFAS):  800-321-1080
DEERS Office:  800-538-9552
Scott AFB ID Section:  618-256-8897
ID Card Facility at the nearest military facility to your house: ___________________
Scott AFB Casualty Assistance Office:  618-256-6650/6508
Casualty Assistance Office at the nearest military facility: _____________________
Scott AFB Retiree Activities Office: 618-256-5092
Retiree Activities Office at the nearest military facility: _______________________
Veterans Group Life Insurance (VGLI): 800-419-1473
Social Security Administration: 800-772-1213
Medicare: 800-633-4227
Military Personnel Records Center:  314-538-4218
State Veterans Affair Office:  _______________________
American Red Cross Office: _________________________
_________________________________________________
________________________________________________
 
9.  ADDITIONAL INFORMATION.
·         Retirement Pay will stop upon the death of a retiree.   
·         Spouse and other family members authorized an ID Card will have to get a new one.
·         Turn in the Retiree ID Card to the nearest military facility.
·         Scheduled an appointment with the nearest Casualty Assistance Office for a briefing.
·         Schedule an appointment with the VA and your state Veterans Affair office for briefing on your benefits and  entitlements.
 
_______________________________                  __________________________
RETIREE’S SIGNATURE                                                DATE SIGNED
 
 CONTINUATION SHEET (If insufficient spaces on previous pages)
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