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.
PREMIUM and LIFE MOAA Member Price: FREE download
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.