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Tax Extensions for Survivors

If you’re a survivor of a service member who has died on active duty, you may have the option of taking extra time to file your tax return.

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Certification Process Eases for Student Recipients of Survivor Benefit Plan

The certification process has gotten easier for students age 18 and older covered as a child annuitant under the military Survivor Benefit Plan. SBP students now have more time to file their certifications each semester and can file school certification forms online.

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Understanding the Survivor Benefit Plan

The Survivor Benefit Plan, or SRB, allows retired service members to allocate a portion of their retired pay to a spouse or other eligible beneficiary after their death. Every retiring service member with an eligible spouse or child receives automatic enrollment in the Survivor Benefit Plan at the maximum level

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Understanding the Probate Process, Survivor Benefits and Resources for Financial Planning

While no actions can erase the pain you feel after losing a family member or loved one, getting your financial and legal affairs in order can be a small step in the right direction and can provide some peace of mind during this difficult time.

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Tax Forgiveness

After the death of a loved one, the last things you want to think about are taxes. However, your loved one may be entitled to certain benefits, including tax forgiveness. Here are answers to some common questions about tax liability and forgiveness.

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