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. Spouses of LIFE Members will maintain a LIFE Membership after the member's passing.
Click to download your copy (PDF format).