Survivor's Checklist

Survivor's Checklist

UPDATED FOR 2023: 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.

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

BASIC members, upgrade to get your FREE copy.