SURVIVOR BENEFIT PROGRAM OFFSET IMPACT EXAMPLE

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MOAA
Attn: Col Lee Lange, USMC (Ret)
201 North Washington Street
Alexandria, VA 22314-2539

NAME:________________________________________________________________________________

STREET ADDRESS:___________________________________________________________________

CITY:_______________________________________ STATE:_________ ZIP CODE:______________

AGE:_________ YEAR YOU BECAME A WIDOW OR WIDOWER:_____________

SPOUSE'S SERVICE (ARMY, NAVY, ETC.):______________________________________________

TELEPHONE (HOME)_________________________________________________________________

E-MAIL ADDRESS:___________________________________________________________________

DID YOU KNOW ABOUT THE SBP AGE 62 OFFSET/BENEFIT REDUCTION PROVISION AT AGE 62 WHEN YOUR SPOUSE ENROLLED IN THE SBP PROGRAM? YES______ NO______

WHAT WAS THE MONTHLY AMOUNT OF YOUR OFFSET AT AGE 62? (YOU DO NOT HAVE TO ANSWER THIS QUESTION IF YOU ARE NOT COMFORTABLE DOING SO): $_________________

IMPACT THAT THE SBP OFFSET BENEFIT/REDUCTION HAS HAD ON YOU (SUCH AS CHANGE IN LIFESTYLE, ETC.):

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