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: ___________________________________________________________

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.

*Upon discharge, register DD214 with local county recorder office.

TYPE OF DOCUMENT WHERE LOCATED

DD Form 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

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.

Branch Casualty Assistance Office: _________________________

Closest 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

Branch ID Section: ________________________

ID Card Facility at the nearest military facility to your house: ___________________

Branch Casualty Assistance Office: _______________________

Casualty Assistance Office at the nearest military facility: _____________________

Branch Retiree Activities Office: __________________________

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 (If insufficient spaces on other pages)

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THANK YOU FOR SERVING AND PROTECTING OUR COUNTRY