Retirement Benefits Specialist
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At Retire Federal, we understand the challenge of navigating through the overwhelming task of claiming a deceased family member's federal benefits. You can trust we will guide you through all of the necessary steps, helping to take some of that burden off of you and making it easier to understand.
Retire Federal offers personal fee-for-service consulting for surviving spouses and other family members of deceased civilian federal retirees and employees.
We work with family members to help claim the benefits that your loved ones left behind from their federal careers. You can receive a one-on-one consultation (depending on your location and preference, your consultation may be online or by phone). Each session is an opportunity for you to gain a better sense of what you need to understand about your entitlement to survivor benefits from the federal retirement systems, federal health and life insurance, the Thrift Savings Plan and Social Security. We will provide the forms and explain what you need to do to make a claim to the appropriate agency. If you don't know where to turn for help at this difficult time, Retire Federal has the experience, knowledge and expertise to guide you through the unfortunate "business of death."
What to Expect ---------
Survivor benefits counseling should be informative, compassionate and helpful to you, the surviving spouse or family member, as you navigate the various benefits that your loved one left behind. That is what you will receive when you schedule a one-on-one retirement benefits session with one of Retire Federal's subject matter experts. There's an old saying, "You don't know what you don't know" that applies to the time you will spend with a seasoned federal benefits expert. The end result will leave you better informed and more confident in your decisions and in knowing how to obtain benefits that are due. We will help with the paperwork for the federal benefits to ensure you’ve done everything possible to have benefits paid in a timely manner.
By requesting a consultation or second opinion, you understand and agree to the following: *The consultation, advisory opinion and/or recommendations are limited and provisional; *The consultation is not able to provide exact annuity amounts; the Office of Personnel Management and other governing agencies have sole authority and responsibility for adjudicating CSRS and FERS survivor claims and other federal benefit amounts.
Areas of Expertise ---------
CSRS and FERS survivor benefits
Social Security widow and children benefits
Federal Employee’s Health Benefits Program
Federal Employee’s Group Life Insurance Program
Federal Employee’s Dental and Vision Insurance Program
Thrift Savings Plan
Pros and Cons for decisions that must be made before benefits are paid
Requested Documents ---------
Please provide the following documents prior to consultation (as applicable to situation):
CSRS or FERS annual Notice of Annuity Adjustment (sent in December to retirees)
Copies of beneficiary designations for CSRS, FERS, TSP, FEGLI, Unpaid Compensation (as applicable)
Copy of a recent leave and earnings statement (employee only)
Recent Retirement Estimate (employee only)
Social Security Benefit Statement
Thrift Savings Plan Participant Statement
Copies of Death Certificate to include with benefit claims
Communications from the Office of Personnel Management, employing agency, Social Security Administration, Thrift Savings Plan, etc. relevant to your questions and concerns
WHAT TO EXPECT
AREAS OF EXPERTISE
* Please consider providing a personal email address. Many government email systems may bounce back a response if it includes an attachment or an embedded link. The attachments and links are necessary to provide a complete response to many requests for information regarding our services or answers to your technical retirement benefit questions.
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