When a Federal Employee Dies: Benefits, Forms and First Steps

Losing someone you love is difficult enough without having to navigate unfamiliar forms, agencies and financial decisions at the same time. In this episode, Rayna Reyes explains the important steps families of federal employees and retirees may need to take after a death—including filing a FEGLI claim, notifying the appropriate federal office, applying for survivor benefits and contacting the Thrift Savings Plan.

Rayna also discusses inherited TSP tax considerations, the NAIC Life Insurance Policy Locator and why families should organize passwords, policies and other essential information before a crisis occurs. The goal isn’t simply to have the right documents—it’s to give the people you love confidence that they understand your wishes and know what to do when the time comes.

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Contact Rayna directly at 850-450-6500
Or call the American Federal Benefits Consultants team at 1-800-872-8857
Visit: AmericanFederal.org

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YouTube: https://www.youtube.com/@RaynaRetirement

Rayna Retirement is the go-to podcast for federal employees – or anyone – looking to make smarter financial decisions with clarity and confidence. Hosted by Rayna Reyes, co-founder of American Federal Benefits Consultants, this show simplifies the complexities of retirement, benefits, and financial planning.

Whether you're navigating your FERS or CSRS pension, maximizing your TSP, or seeking expert advice on 401(k)s or IRAs, Rayna is here to guide you every step of the way. Tune in for practical knowledge, ethical solutions, and expert insights as you prepare for a secure and fulfilling retirement.