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2012 COLA Update
Federal retirees in the CSRS retirement system will receive a COLA increase
of 3.6 percent in their annuities in 2012, while FERS retirees
will receive a 2.6 percent increase. Complete COLA
information is available on this site.
Retiree JOB Opportunities
Many job opportunities are available for federal retirees − and those planning to
retire soon − to earn additional income in retirement. Our
Jobs Board has updated listings targeted
to federal retirees. Many companies seek out retired federal employees due
to their government experience and contacts. You can also explore high
paying
opportunities for those that hold current Security Clearances.
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Quicken WillMaker Plus software allows you to enter your
personal data and generate detailed
Survivor's Reports, Caretaker Reports, Wills, living wills and
powers of attorney forms. Quicken Deluxe also provides an emergency
records organizer for compiling this information.
Read on for complete information.
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You can compile important survivor's information by capturing the following
data on a spreadsheet or simply list the information in a Word
document for your heirs to use to handle your estate. List as much information
as possible, value, contact numbers, addresses, account numbers, contacts, etc.
Survivor's List
- Adult's Emergency Contact Information
- Name, address, and phone number
- Relationship of family, friends and business
acquaintances
- List the circumstance in which to contact.
- Adult's Important Information (Also list location of documents such
as the DD-214 Military Discharge form)
- Family members birth dates
- SSN
- Drivers license numbers
- Religious affiliation
- General notes
- Military records
- Employment
- Marriage data, etc.
- Personal & Legal Documents
- Location of wills
- Trusts
- Dates completed
- attorney and accountant
- Executors
- Birth certificate information and location
- Account Information
- All bank accounts
- Credit Union accounts
- Income (All sources)
- Annuities, dividends, interest earned, part time jobs, business, etc.
- Investments & Retirement
- Brokerage accounts including Treasury Direct online accounts
- 401K and IRAs
- SEP/Keogh
- Stocks
- Bonds
- Treasuries
- Home/Auto/Property
- Private residence
- Vacation or second homes
- Autos and recreational vehicles
- Home
alarm codes and information
- Pets
- Safe deposit box and home safe information, etc.
- Insurance Information (List account numbers, addresses, amount of
coverage, agent's name and address, etc.)
- Life
- Health including long term care policies
- Auto
- Home care
- Umbrella policies
- Mortgages & Loans (Balances owed, loan company information and
account numbers)
- Mortgage
- Home equity
- Auto
- Credit card
- Passwords and user IDs
- Online account access information (Make a master list and include
with your reprot)
- Codes for garage doors
- Security system
- Codes to arm and disarm system
- Contact numbers
- System information
- Other essential information that your executor will need to settle your
estate.
I used
The Executors Guide to help me compile my estate plan. It is an
essential resource and guide for those you assign to settle your estate.
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