Survivor's Checklist

Survivor's Checklist

When a family member dies, the last things on your mind are taxes and notifying pension-plan administrators. But it's essential to tie up the affairs of your loved one. MOAA has created this checklist you can keep on hand to refer to when dealing with a death in the family. For our PREMIUM and LIFE Members, benefits and financial counseling with MOAA staff experts can assist you through this process. Sign up for LIFE Membership today and your spouse will maintain a LIFE Membership with access to all benefits upon your passing.

PREMIUM and LIFE MOAA Member Price: FREE (download or have a copy mailed). Note: Limits apply to number of physical copies.

Note to members: If it's your first time logging into MOAA.org under our new member database, you will need to click the "forgot your password" link on the login page and follow the prompts to reset your password. Learn more about the changeover at this link. Login issues? Email msc@moaa.org or call (800) 234-6622.

Not a member? Join as PREMIUM or LIFE member today.

BASIC members, upgrade to get your FREE copy.