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Opm report death of annuitant Form: What You Should Know

We may also need to know the name of the person you married. Dividends and Capital Gains (Form 1099-G) You will need the following information: The date of death of the deceased The name of the deceased person The income and total assets you received after receiving the death benefits Please be sure you take all the information into consideration when completing this form and check all that apply. To Report Dividends from a Small Retirement Plan If your employer paid dividends to you from one of the following small benefit plans after the death of the employer's employee, you may be required to report the amounts from the plan to the Social Security Administration. A list of the plans can be found here: OPM.

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Hi, it's George Ray with Federal Benefits Online. In this segment of the newsletter, we were talking about the best states to retire for 2018. When thinking about the best dates, it usually involves time and money - these are objective issues. However, there are also some subjective issues that you should consider when you retire. Things like: Are you mentally prepared for retirement? What will you do when you retire? Particularly, what do your spouse and family members think about your retirement? Are you considering their feelings and needs? So, I've taken this short 7-minute segment out of my course. It's module 6 of the course actually called "Preparing for Retirement," and I wanted to share with you what one woman had to say about her husband retiring during one of my sessions. Let's watch. Hi, I'm George Ray with Federal Benefits Online. Welcome back to "Understanding Your Federal Benefits." This is section 6 of our course titled "Preparing for Retirement." Now, in this section, we've got four objectives. We're going to begin by answering the question, "How can you decide the best day to retire?" This is a question a lot of folks have. Then, we'll discuss what happens to unused annual leave when you retire. We'll also explain the cost of living adjustment - how it is determined and paid to you. Finally, we'll finish up with what else you should know about preparing for retirement. To get started, we should probably address the fact that there are both subjective and objective issues to consider when retiring. Subjective issues are more emotional things, and we'll briefly discuss those. However, we'll spend a good chunk of our course section talking about the objective issues. These objective issues are more hard factual types of issues. They often involve finances and money....