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| Part I. Lump Sum |
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Death Expenses
Burial, funeral, and estate settlement expenses. Typically the greater of $10,000 or 4% of estate. |
 More Information |
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Outstanding Mortgage(s)
Amount of mortgage to be paid at death. |
| More Information |
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College
Total estimated college costs needed today. |
| More Information |
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Personal Debts
All personal debts such as car loans, credit cards, etc. |
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Other
Emergency fund and any other lump sum expenses not provided above. |
| More Information |
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Current Life Insurance
The total current death benefit coverage on your life. |
| More Information |
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Lump Sum Pension Amount
Contact pension plan documentation or plan administrator to determine the amount (if any) that would be paid as a lump sum. |
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Other
Other assets that will be sold or received to provide money for supporting the beneficiary. |
| More Information |
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| Part II. Income |
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Annual Target Life Income for Beneficiary
Desired annual income to support your beneficiary's living expenses.
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| More Information |
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Beneficiary's age today. |
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Annual (SBP) Income
For SBP explanation, http://www.armyg1.army.mil/rso/sbp.asp. |
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Annual Social Security Income
Contact the Social Security Administration to obtain a statement on survivor benefits, or if you are a Grandfathered AAFMAA member, please contact AFSC at 1-888-237-2872. |
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Pension Annual Income
Contact pension plan documentation or plan administrator to determine the amount (if any) that would be paid annually. |
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Other Annual Income
Beneficiary's annual income and miscellaneous annual investment income (rental income, survivor annuities, etc.). |
| More Information |
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