Insight by NITP, Inc.

Understanding Survivor Benefit Elections at Retirement

Insight by NITP, Inc.

July 8, 2019 – Host Bob Leins, CPA® welcomes Tammy Flanagan, Senior Benefits Director at NITP.

  • How important are designation of beneficiary forms and how many are there for your Federal benefits?
  • Are there benefits payable if an employee dies prior to retiring from Federal service?
  • What is payable to surviving children of Federal employees and retirees?
  • Is a surviving spouse and children eligible for Federal health benefits?
  • Does a former spouse have entitlement to widow’s benefits from Social Security?
  • Are you married, single, widowed or divorced?  How does your marital status impact your retirement elections for survivor benefits?
  • What if you are married to another Federal employee or retiree?  Does it make sense to provide each other with a survivor benefit?
  • If you marry after retirement, is there an option to elect a survivor benefit?

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com

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