Key Survivor Programs and Planning Actions

Key Survivor Programs and Planning Actions
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Online Event

Is your spouse prepared if you predecease him or her? Does he or she know what notifications need to be made? Join MOAA’s financial and benefits experts, Lt. Col. Shane Ostrom, USAF (Ret), CFP®, and Capt. Paul AFC®, USN (Ret), for a tutorial on what your family can do now to prepare for the passing of a military retiree. 


Topics covered will include:   

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

 

Can’t make it? No problem. Register now for the webinar and we’ll send you a link to the recording. 

Guest Speakers