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Resources


 

 Personal Readiness Plan
Resources

Section 1 – Personal Identity & Vital Documents
Section 2 – Emergency Information & Powers of Attorney
Section 3 – Healthcare & Medical Directives
Section 4 – Income, Savings & Investments, and Life Insurance
Section 5 – Monthly Expenses, Debt, and Credit Reports
Section 6 – Primary Residence, Insurance & Household Services
Section 7 – Vehicle Information, Insurance, Titles & Documentation
Section 8 – Taxes
Section 9 – Survivor Assistance & Benefits
Section 10 – Estate Planning & Funeral Instructions

 

Other Resources

Adoption & Guardianship
Child Support
Jury Duty
Landlord Tenant
Marriage & Divorce
Notary Services

State Governments Sites

 

Section 1 – Personal Identity & Vital Documents

        A. Family History & Citizenship
                - Federal Voting Assistance Program - Home
                - Social Security Website
                - U.S. Passports

                - Information for Spouses
                - Cover Letter for Naturalization Process
                - Immigration and Naturalization FAQs
                - Overview of Citizenship and Immigration
        B. Domicile & Status
                - Domicile Checklist
                - Residence and Domicile  Explained
                - State of Residence Form (DD Form 2058)

        C. Vital Documents & Identity
                - Social Security Application for Changing Your Name
                - Discharge Papers and Separation Documents
                - Defense Manpower Data Center
                - How to Request Military Service Records
                - ID Card Site Locator
                - Replacing Vital Document Website
                - FTC Identity Theft Website
                - FTC's Privacy Initiatives Website
                - Internet Crime Complaint Center (IC3) Home
                - Identity Theft and How to Avoid It

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Section 2 – Emergency Information & Powers of Attorney

        A. Personal contact information in case of emergencies
                - FEMA - Disaster Information
        B. Instructions (Responding to an Emergency)
                - FEMA - Disaster Information
                - Assistance available to Military Personnel
        C. Delegation of Responsibility; Powers of Attorney
                - Overview of Powers of Attorney
                - 10 U.S.C. 1044b - Military Powers of Attorney
                - Samples of Powers of Attorney
                - Powers of Attorney Worksheet

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Section 3 – Healthcare & Medical Directives

        A. Medical Care Plans
                - Federal Handbooks on Long-Term Care Website
                - Medicaid Website
                - Medicare Website
                - TRICARE Claims
                - TRICARE Website
        B. Personal Health Statement
                - Immunization Checklist
                - Report of Medical History
        C. Medical Directives
                - Advance Medical Directives

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Section 4 – Income, Savings & Investments, and Life Insurance

        A. Income
                - Military Pay Tables
                - Understanding Leave & Earnings Statement
        B. Savings & Investments
                - Consumer Affairs Information on Money
                - Federal Citizen Information on Money
        C. Life Insurance

                - SGLI and VGLI Handbook
                - SGLI-VGLI HomePage

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Section 5 – Monthly Expenses, Debt, and Credit Reports

        A. Monthly expenses
                - Budget Worksheet
        B. Credit cards, store accounts, and other misc. debts
                - Advice on Getting Out of Debt
                - Consumer Affairs Information
                - List of State Credit Counseling Agencies
                - VA Home Loan Information
                - Consumer Action Handbook
                - Military Sentinel website
        C. Credit Reports and Statements
                - Annual Credit Report
                - Equifax
                - Experian
                - Federal Trade Commission Website
                - FTC Consumer Sentinel
                -Trans Union

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Section 6 – Primary Residence, Insurance & Household Services
                         
        A. Household Maintenance and Service

        B. Property & Liability Insurance
                - FEMA - Homeowners and Renters Information
                - Homeowners Insurance Information
        C. Personal Property Checklist
                - Inventory Checklist

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Section 7 – Vehicle Information, Insurance, Titles & Documentation

        A. Vehicle Type & Basic Information
        B. Insurance
                - Auto Insurance Information
        C. Titles & other Documentation
                - Auto Buyer's Bill of Rights

                - Guidance on Buying or Financing a Car
                - Vehicle Accident Report

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Section 8 – Taxes

        A. Personal Exemptions & Dependents
                - Internal Revenue Service
                - Tax Documentation Checklist
                - Tax Preparation Worksheet-Advanced
                - Tax Preparation Worksheet-Basic
                - INCOME TAXES and the VITA PROGRAM
                - U.S. Tax Code On-Line
        B. Tax Returns and Documentations
                - FTA State Taxes

                - Personal Income Taxes Overview
                - Taxation Deployment and Exclusions FAQ

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Section 9 – Survivor Assistance & Benefits

        A. Survivor Benefits
                - CG Survivor Benefit Plan (SBP)
                - NMFA Military Family Member Benefits
                - SBP Application Form
                - Survivor Benefit Plan (SBP) - Taxability of Annuities
                - Survivor Benefits
                - VA Website for Surviving Spouses
                - SBP Calculation
                - FAQ's
                - 10 USC 1475 - Death Gratuity - While on Active duty or IDT
                - 10 USC 1476 - Death Gratuity after Discharge or Release from
        B. Other Benefits
                - Coast Guard Website - Tuition Assistance
                - Employer Support of the Guard and Reserve
                - GI Bill U.S. Department of Veterans Affairs
                - Military Burial & Memorials
                - Military Service And Social Security Benefits
                - OPM Federal Benefits Website
                - Reservists Benefits
                - Servicemembers Civil Relief Act (SCRA)
                - Thrift Savings Plan
                - US Coast Guard Institute
                - US CODE Title 42,CHAPTER 7—SOCIAL SECURITY
                - USERRA Summary of The Law
                - USERRA Links
                - Veteran Affairs Burial Benefits
                - Veterans Benefits
                - Veterans Group Life Insurance

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Section 10 – Estate Planning & Instructions

        A. Estate Planning
            - Choosing Fiduciaries
            - DA 2386-Agreement to Interment
            - Designating a Beneficiary for Retired Pay
            - Dual Representation
            - Introduction to Trusts
        B. Letter of Instructions
            - Statement of Funeral Arrangements

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Other Resources

Adoption & Guardianship
            - Adoption Reimbursement
            - International Adoptions
Child Support
            - Child Support Overview
            - Military Child Support Guide
            - Dependent Support- FAQs
            - Sample Involuntary Allotment Letter
            - Application for Former Spouse Payments from Retired Pay
Jury Duty
            - Jury Duty Letter
Landlord Tenant
            - SCRA Deployment Lease Terminations
Marriage & Divorce
            - ABA Website on Family Law Information
            - Retirement Processing (including Former Spouses Protection Act)
            - Foreign Marriage and Divorce
            - Separation Agreement FAQ
            - USFSPA Army JAG
            - USFSPA Q&A
Notary Services
            - 10 U.S.C. 1044a - Power to Act as Notary
            - Overview of Notary Services
 

State Governments Sites

Alabama Georgia Maryland New Jersey  South Carolina
Alaska Hawaii Massachusetts New Mexico South Dakota
Arizona Idaho Michigan New York   Tennessee
Arkansas Illinois Minnesota North Carolina Texas
California Indiana Mississippi North Dakota Utah
Colorado Iowa Missouri Ohio Vermont
Connecticut Kansas Montana Oklahoma Virginia
Delaware Kentucky Nebraska Oregon Washington
District of Columbia Louisiana Nevada Pennsylvania West Virginia
Florida Maine New Hampshire  Rhode Island Wisconsin

Wyoming


 

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Last Modified 9/19/2013