| Living Services
for grandfathered members only |
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| Family Info Report (FIR) |
| Personal affairs planning information, including estimates of Social Security, survivor benefits, insurance coverages, and projected college costs. Inquiries with DoD and VA if benefits/annuities appear to be incorrect. |
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| Document Storage in AAFMAA's vault |
| Storage for important family documents needed for filing survivor and government claims. Not a safe deposit box. |
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| Beneficiary Changes for non-AAFMAA policies |
| Contact commercial and government insurance companies to request beneficiary change forms be sent to the member. |
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| Insurance counseling |
| Review of life insurance policies, including comparisons among policies, and suitability to support your insurance requirements. |
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| Financial Awareness Service |
| A report assessing financial position, establishing goals and monitoring progress. Includes net worth statement with asset allocation reviews and projections of portfolio returns, college funding needs and insurance requirements. |
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| Notification of law changes |
| Up-to-date information on new laws, notification and explanation of the impact. |
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| Pre-retirement/Separation-from-service/Social Security Counseling |
| Information on SBP , VA entitlement, Social Security, conversion of SGLI to VGLI, TRICARE, commercial life insurance, second career income and lifetime family income needs. Notification upon reaching entitlement for Social Security benefits. |
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| Representation with VA for disability claims |
| Assistance after member prepares and submits claims in monitoring claims to completion, including appeals, if appropriate. |
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| Survivor Assistance Services
For all members
including grandfathered members |
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| Expeditious payment |
| Death benefit is usually initiated on the day AAFMAA receives the death certificate. Settlement options are provided and paid upon selection by beneficiary. |
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| Claims initiation plus continuous follow-up |
| Notification to government agencies and life insurance companies, initiation of claims process, and assistance to surviving family in completing and forwarding claim requests for prompt receipt of benefits. Continuous follow-up to ensure that the full benefit is paid. |
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| Claims representation plus follow-up in disputes |
| Initial inquires and follow-up work in claims disputes. |
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| Lifetime individualized benefit notification |
| Notification of changes in laws impacting survivor benefits, e.g., new eligibility criteria under Agent Orange regulations, restored Social Security and educational benefits in special cases. |
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| Social Security notification |
| Notification of possible income change when spouse reaches age 60, 62, and 65, and when children approach ages 16 and 18. |
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| Financial Awareness Service |
| Information about existing holdings in response to family member questions, including an assessment of their financial position. |
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| Annual statement of spouse entitlements |
| A personalized report of the spouse's entitlements and annuities. |
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