Larry Caldwell developed three documents to assist families in organizing their financial records to assist in working with OPM following the death of a family member.
These are:
Getting Started When a Federal Retiree Dies
Getting Started When the Spouse of a Federal Retiree Dies
Getting Started When the Spouse of a Deceased Federal Retiree Dies
We are also including a document titled “What My Family Needs to Know”. It takes some time to gather the information to complete and it’s not the most fun to do but will give some peace of mind when it is done. The information in this document must be modified to meet the individual’s situation. The link below is to a pdf document that you can print and fill out manually. If you would like a Word version of the document, send an email to one of the current officers shown on the hope page.
We hope all retirees will complete these forms and file them in a safe place. Hopefully, they will assist families to organize their financial records and to help start working with OPM following the death of a family member. It will be a nice gift for your family during a difficult time.
