 | Why do 78% of officers participate in the Survivor Benefit Plan (SBP)? Find out the benefits and options available to you and your family regarding this cornerstone of a sound estate plan. This 48-page book helps you define your specific needs, costs and benefits with at-a-glance charts, FAQs, and worksheets so you can make smart money decisions with a long-term impact. |
| Item #1-602 | Active MOAA Member Price: FREE
Non-Member and Guest Price: $14.95
MOAA Members only: FREE download available |
TABLE OF CONTENTS
Chapter 1: Introduction to SBP
Chapter 2: To SBP or Not to SBP?
- Factors to Consider
- Do the Math
- Myths & Realities About SBP
Chapter 3: ABCs of SBP
- Enrolling in SBP
- Coverage Options
- Spousal Concurrence
- Third-Party Payments for Incapacitated Survivors
Chapter 4 - Benefits of SBP
Chapter 5 - Changing Your SBP Coverage
- Keeping Pace with Life's Changes
Chapter 6 - SBP Offsets
- Other Government Programs and SBP
- Worksheet 1: SBP-DIC Offset: Coverage for an Active Duty Death
- SBP and Taxes
- Worksheet 2: SBP-DIC Offset: Scenario 2
- Worksheet 3: SBP-DIC Offset: Scenario 3
- Social Security Offset
- Worksheet 4: Two-Tier Offset Method
Appendix A: Glossary
Appendix B: Legislative History of SBP
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Membership in MOAA is open to commissioned officers or warrant officers - active duty, retired, Guard, Reserve and former - in the U.S. Navy, U.S. Army, U.S. Air Force, U.S. Marine Corps, U.S. Coast Guard, U.S. Public Health Service and NOAA. Please allow 2 - 3 weeks for delivery.