Preparations for End-of-Life

Gather ahead of time:

  1. The will, trust, and social security number
  2. Computer Passwords (access to computer; emails, etc.)
  3. Safe Deposit Box Key(s) (bank and/or at home)
  4. Investments and Financial Contacts
  5. Automatic Payments for Banks / Credit Cards, etc.
  6. A list of people, phone numbers, and emails of those to be contacted after the death occurs
  7. Choice of a Mortuary
  8. A guardian for the pet(s)
  9. Information for the obituary

See PDF Form below which you can right-click to print, fill out and file.

If a Military Retiree:

1. Create a Military File that includes:
    • DD Form 214
    • Retirement orders
    • History of assignments

2. Create a Military Retired Pay File that includes:
    • Retiree Account Statement
    • DD Form 2656

3. Create a Civil Service Retired Pay File that includes:
    • CSA ID number
    • Form 2801 (CSRS) or 3107 (FERS)
    • Statement prepared by OPM

4. Create a Medical Records File that includes:
    • Active Duty medical records
    • Post Retirement medical records

5. Create a VA File that includes:
    • All claims concerning disability
    • VA insurance policy number
    • Beneficiary name6.  Create an Annuities File that includes all beneficiary information.

6. Create an Annuities File that includes all beneficiary information.

 

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