VETERAN SPOUSAL OR BENEFICIARY
SURVIVAL DOCUMENTS
VETERAN SPOUSAL OR BENEFICIARY
SURVIVAL DOCUMENTS
Tips for your spouse or beneficiary should you pass away
MOST IMPORTANT - SHOW YOUR SPOUSE/BENEFICIARY WHERE YOUR DOCUMENTS ARE LOCATED
MOST IMPORTANT - SHOW YOUR SPOUSE/BENEFICIARY WHERE YOUR DOCUMENTS ARE LOCATED
Topics to address in your final instructions
• Getting a death certificate
• Burial or cremation plans and location
• Pre-need eligibility letter from the Department of Veterans Affairs (VA)
• How to report a soldiers death 800-321-1080
• How to schedule a benefits brief with the VA before the funeral if needed (800) 827-1000 (Benefits Hotline) or (800) 698-2411 (main information line)
• Military funeral honors
• Burial flag (VA)
• Headstone/grave marker or veteran’s medallion for a private headstone (VA)
• Application for burial expenses from the VA
• Help with final expenses from Army Emergency Relief
• Filing claim for VGLI or VALife, or private life insurance
• Applying for Dependency & Indemnity Compensation from the VA
• Applying for DOD Survivor Benefit Plan annuity
• Applying for the arrears of retired pay
• Transferring Thrift Savings Plan
• Social Security survivors benefits (see page 4)
• Updating DEERS and ID Cards
• State-specific veteran benefits
• TRICARE plan updates
• Federal Employees Dental and Vision Insurance Plan (877) 372-3337
• Getting a death certificate
• Burial or cremation plans and location
• Pre-need eligibility letter from the Department of Veterans Affairs (VA)
• How to report a soldiers death 800-321-1080
• How to schedule a benefits brief with the VA before the funeral if needed (800) 827-1000 (Benefits Hotline) or (800) 698-2411 (main information line)
• Military funeral honors
• Burial flag (VA)
• Headstone/grave marker or veteran’s medallion for a private headstone (VA)
• Application for burial expenses from the VA
• Help with final expenses from Army Emergency Relief
• Filing claim for VGLI or VALife, or private life insurance
• Applying for Dependency & Indemnity Compensation from the VA
• Applying for DOD Survivor Benefit Plan annuity
• Applying for the arrears of retired pay
• Transferring Thrift Savings Plan
• Social Security survivors benefits (see page 4)
• Updating DEERS and ID Cards
• State-specific veteran benefits
• TRICARE plan updates
• Federal Employees Dental and Vision Insurance Plan (877) 372-3337
:
Items to put in your spousal/beneficiary survival folder
1. DD214 - Give copy to funeral home and cemetery for benefits
2. Spousal Survivors Compensation VA Pension or Benefits VA Form 21P-534E
3. Burial Benefits VA Form 21P-530
4. Life/Health, Medical, Dental Insurance Policies
5. Trust/Will Documents, Power of Attorney
6. Pre-Paid Funeral Plans
7. Burial information - Cemetery name & location
8. Financial Papers - Bank accounts, IRAs, CDs, Portfolio accounts, Broker or Advisor name & phone number
9. Marriage License
10. Birth certificate
11. Divorce papers
12. Name change documents
13. Social Security Numbers (you & spouse)
14. Anything else you deem important
Items to put in your spousal/beneficiary survival folder
1. DD214 - Give copy to funeral home and cemetery for benefits
2. Spousal Survivors Compensation VA Pension or Benefits VA Form 21P-534E
3. Burial Benefits VA Form 21P-530
4. Life/Health, Medical, Dental Insurance Policies
5. Trust/Will Documents, Power of Attorney
6. Pre-Paid Funeral Plans
7. Burial information - Cemetery name & location
8. Financial Papers - Bank accounts, IRAs, CDs, Portfolio accounts, Broker or Advisor name & phone number
9. Marriage License
10. Birth certificate
11. Divorce papers
12. Name change documents
13. Social Security Numbers (you & spouse)
14. Anything else you deem important