How To Organize All Your Benefits And Pensions Information

If you are entitled to benefits from years of hard work, service in the military, a disability, or any other reason, you earned it. You also need to share the relevant info with your family and loved ones or else they could disappear into a bureaucratic void.

Pensions

If you’re currently receiving or are due a pension at some point, here’s what you need to organize and share:

• Administrative Contact Info
• Account Number
• Location of Pension Plan Documents
• Associated Bank Account (if set up for direct deposit)

Social Security

• Account Number
• Beneficiary Contact Info
• Location of Social Security Documents (if applicable)
• Associated Bank Account (if set up for direct deposit)

Military Benefits

If you’re a veteran or a survivor, here’s what you should organize and share:

• Benefits Administrator Contact Info
• Account or DoD ID Number
• Location of Relevant Forms & Documents (example: discharge papers)
• Associated Bank Account (if set up for direct deposit)

Disability Benefits

If you’re receiving disability it’s important to identify the source of payment. We have the scenarios and related info to get organized and share.

If You’re Receiving Disability from the Government (Public) or an Employer (Private)

• Payment Administrator Contact Info
• Location of Benefit Documents
• Associated Bank Account (if set up for direct deposit)

If You’re Receiving Disability from an Insurance Policy

• Insurance Company Name
• Account Number
• Location of Policy or Benefits Documents

Other Annuities Or Benefits

There are additional payments you might be receiving from various sources. Such as...

Annuity

• Company/Source Providing Income
• Method of Payment

Child or Spousal Support

• Payer Contact Info
• Method of Payment (example: monthly check; direct deposit)
• Location of Child/Spousal Support Agreement (divorce decree, court documents)

Longevity Insurance

• Insurance Company Name
• Account Number
• Location of Policy

Lottery or Prize

• Payment Administrator Contact Info
• Location of Relevant Documentation

Reverse Mortgage

• Financial Institution Name
• Account Number
• Location of Settlement Documents

Keep Your Plan Up-To-Date: Make sure all of the stuff listed above is neatly organized, updated, and shared in the “Financial” section of your Everplan.