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Work/Life Events
Checklist for Your Survivors

This checklist is provided as a concise summary of the many actions, forms, contacts, and decisions that you may need to be aware of--as you transition through this "life event". This list has been developed through our many years of assisting employees in similar circumstances. Most of the actions are optional-but worth considering. If you have any questions about special circumstances, suggestions for improvement, or lessons-learned please let us know.

Your Action By when? With what? With who? Other Information
File Federal Employees Group Life Insurance (FEGLI) claim-- if covered As soon as possible FE6 FEGLI
Claim for death benefit
and Certificate of Death
Benefits Counselor See FEGLI in Benefits Handbook on NEBS Website
File NASA Employees Benefit Association (NEBA) Death claim --if enrolled As soon as possible Contact MetLife at 1-888-GetMet8 Benefits Counselor NEBA in Benefits Handbook on NEBS Website
Change beneficiary forms As soon as possible SF1152 Unpaid Compensation,
NEBA Enrollment,
TSP-3 Thrift Savings Plan,
SF2808 Civil Service Retirement System (CSRS,
SF3102 Federal Employees Ret. System (FERS),
SF2823 Federal Employee Group Life Insurance Beneficiary Form
Benefits Counselor Chapter 16 in Benefits Handbook on NEBS Website
Change W-4 Income tax withholdings When desired Employee Express Payroll IRS information
OR

Employee Express
Drop Option C-Family FEGLI Life Insurance coverage-if there are no other family members eligible; reduce Option B-multiples This can be done anytime but it is not automatic or required SF 2817 FEGLI Life Insurance Election Benefits Counselor See FEGLI in Benefits Handbook on NEBS Website
Drop NEBA family coverage-if there is no spouse covered. As soon as possible Visit NEBA website Benefits Counselor NEBA in Benefits Handbook on NEBS Website
Change to "self only" health benefits enrollment--if you don't have other eligible family members As soon as possible SF 2809, Health Benefits Registration Benefits Counselor See health benefits on NEBS Website
File for Social Security Death Benefit ($255) Within 12 months Call Social Security at 1-800-772-1213 Social Security Administration See Social Security  in Benefits Handbook on NEBS Website
File for Social Security Survivor Benefit at age 60 You may file 3 months prior to your 60th birthday Call Social Security at 1-800-772-1213 Social Security Administration See Social Security  in Benefits Handbook on NEBS Website



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NASA Official: Mike McCann
Last Updated: May 2008
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