MOAA has created this workbook to assist you in gathering all of your family's crucial information - from investments to legal documents, insurance policies, and more. You can complete a downloadable guide to save as a digital record on your computer or as a hard-copy file to place with your other important documents. For our PREMIUM and LIFE Members, benefits and financial counseling with MOAA staff experts will complement the process of completing this workbook.
Click to download your copy (PDF format).