Mobilization YOUR WILL AND TESTAMENT And Deployment Preparations Guide A last will and testament is a legal declaration as to the manner in which you would like to have your property or This guide should be used to prepare estate disposed of after your death. soldiers and families for This document can also name someone to mobilization/deployment. Additionally, serve as legal guardian for your minor soldiers and families should be offered children and to serve as your personal informational briefings to include, but representative to settle the affairs of not limited to: your estate. You may consult an attorney during pre-mobilization legal • DEERS/RAPIDS counseling to determine whether you • Health Benefits should have a will. It may be • Available Financial Assistance important to have a will regardless of • Available Legal Assistance your military, financial, or marital status. Remember, wills can usually be • Soldier and Family Sponsorship changed very easily. You should see • Family Readiness Groups your attorney about preparing or changing your will or your spouse’s Leaving your family, your home, your will. Your attorney and you should employment, and your property can consider the effects of your state’s create enormous financial, legal, and laws concerning estate planning. personal complications, unless adequate records and documents are established YOUR SPOUSE’S WILL AND TESTAMENT and safeguarded. Maintaining personal records are important to you, not only POWER OF ATTORNEY for mobilization. They should be kept in a safe place, readily available to you, and in your absence to your A Power of Attorney is a legal spouse, next of kin, or executor. It instrument, which gives another person is recommended that you use this the authority to act for you in matters checklist to record information or list relating to your responsibilities and where your documents are kept. obligations. You may consult with an attorney during pre-mobilization legal For your family members to obtain counseling to determine if you should identification cards and legal have a power of attorney prepared. benefits, you must provide those This power of attorney may be signed at documents indicated by an asterisk (*) the time of mobilization giving someone to your unit upon request or on you trust the authority to act for you mobilization. The documents should be in your absence in matters relating to located now and kept available at all your responsibilities and legal times. obligations. Your attorney can advise you concerning this “power of attorney.” BIRTH CERTIFICATES * Certified copies of birth certificates for your children. (Pre- enrollment in DEERS will delete this requirement.) The records and documents listed in the GUARDIANSHIP DOCUMENTS remainder of this pamphlet are not all inclusive. Some have short * Adoption or legal guardianship explanations and others are named to documents. assist you and your dependents. MARRIAGE LICENSE * Certified copies of your marriage license or certificate. (This document Annex M is required to obtain dependent ID card.) SERVICE ORGANIZATIONS RENTAL CONTRACTS Names and addresses of fraternal or All documents relating to your service organizations, with a list of financial obligations concerning the benefits receivable from membership. purchase or rental of real property to Upon mobilization, you may want to include leases, rental contracts, arrange suspension of membership dues. purchase contracts, installments, sales contracts, copies of notes payable, and HOME IMPROVEMENTS copies of payment and date schedules where appropriate. If you lease your All evidence relating to home home or business property, upon improvements or real property value mobilization you may want to consider enhancement. canceling the lease or renegotiating it to include subletting options. REAL ESTATE DOCUMENTS OTHER ASSESTS Deeds or other title documents to real estate and real property, to include Stocks, bonds (together with buy-and- mortgages, deeds of trust, abstracts of sell orders); certificate of deposit; title (and the names and addresses of savings account passbooks; notes the holders of such deeds and receivable; and other evidence of abstracts), title insurance policies, ownership of real, intangible, personal and copies of notes payable relating to income-producing property should be the property. It may be wise to have kept together, identified, and at least your home (and perhaps other maintained in your safe deposit box or property) owned jointly with your elsewhere as recommended by your spouse for estate and tax purposes. lawyer. Coupon bonds should be However, you should consult with a exchanged for registered bonds, if lawyer before establishing joint possible. These items should be ownership of housing. Under current matters of discussion in preparing your tax law, if you sell your home and will. Consider naming a custodian or don’t acquire another within 18 months, trustee(s) to handle income, who will there may be capital gain consequences determine the purchase or sale of if your home is valued at more than you assets for your account and paid for it. Be aware that 26 USC 1034 instructions relating to keeping you (h) extends this period up to 4 years, informed of activity. with limited exception. Thus, it’s important for you to keep all records OTHER PERSONAL PROPERTY pertaining to home improvements, modernization, or landscaping, etc., All copies of bills of sale of major all of which are part of your cost items of personal property not basis. otherwise included in above paragraphs. PERSONAL PROPERTY CERTIFICATES BUSINESS PLANS AND AGREEMENTS Certificates of title, registration, Business agreements to include warranties, and tax receipts for partnership documents, agency or sales automobiles, boats, recreational contracts, royalties or residual vehicles, and other personal property. agreements, and employment contracts. The names of the persons entitled to If you’re self-employed, active files your car should be shown on your and accounts should be well organized certificate of title. You should and someone should be named to take determine the disposition to be made of over on mobilization. Include Business your car upon your mobilization. If Care Plans for Health Care the car is to be kept but not used for Professionals. On mobilization, you business purposes, discuss possible should consider notifying customers and premium reduction with your insurance suppliers of any change of address to agent. If upon mobilization, contract which remittance, orders, invoices, purchase payments cannot be made, see etc. will be delivered. paragraph 4.3 DA Pamphlet 27-166 (Soldiers’ and Sailors’ Civil Relief OTHER BUSINESS INTERESTS Act). Evidence of beneficial interest in any business or joint venture. OTHER DOCUMENTS INCOME TAX RECORDS Copies of all documents designating you Copies of your Federal and State income as an executor or a trustee. tax records for the last five years. EMPLOYMENT RECORDS INSURANCE POLICIES Copies of military and other employment Copies of insurance policies including records. life, home, auto, liability, credit life, health, and disability with a PARENT INFORMATION list of effective premium dates, agents of record and the home office address Full legal names, places and dates of for each insuring company. Keep your birth, and location of marriage record policies in one place with a cover of your parents. list. Check the policies with your insurance advisors and review them to LIST OF HOME ADDRESSES see whether they give adequate coverage, list dates, and provide for Chronological list of your places of payments of premiums upon your residence (including dates). mobilization. Certain commercial life insurance policies payments may be PERSONAL SCHOOL HISTORY covered under Federal law. See paragraphs 5.1 through 5.10, DA Names and addresses of schools you Pamphlet 27-166 (Soldiers’ and Sailors’ attended, with dates of attendance, and Civil Relief Act). graduation or enrollment date. BANKING INFORMATION PROOF OF CITIZENSHIP List of names, addresses, and account This could include a Birth Certificate, numbers of your saving and loan Passport, Certificate of Naturalization associations, banks, trust or holding or Alien Registration Card. accounts, safe deposit boxes, and institutions holding certificates of DIVORCE PAPERS deposit on file in your name. Upon mobilization, you might consider making Copies of divorce or annulment decrees joint bank and savings accounts with from prior marriages (you and your your spouse or parents and you should present spouse) with documents relative notify the institutions where to send to alimony and child support. Decide statements. what effects your orders to duty would have on alimony or child support EMPLOYER INFORMATION payments which may or may not have been addressed in divorce, legal separation, Name and address of employers with a annulment, child support, and property list of employment benefits such as settlement decrees and consider dependent health care, pension, or amending the decrees as they may profit sharing plans. Upon receiving pertain to your circumstances upon alert for mobilization, you will want mobilization. to discuss with your employer, your intention to return to work after DEATH CERTIFICATES completion of military duty. Legal reemployment rights are described in DA Certified copies of death certificates Pamphlet 135.2 (Briefing on of members of your immediate family. Reemployment Rights of Members of the Army National Guard and the US Army SOCIAL SECURITY NUMBERS Reserve). A list of social security numbers for PROFESSIONAL ASSOCIATIONS you, your spouse, children, and other family members. Name and address of union or professional association (e.g. Bar CREDIT CARD ACCOUNTS Association) and date of union/association membership, together A list of all credit card accounts, with evidence of membership and status. account numbers, and mailing addresses. Upon mobilization membership dues may be suspended or adjusted. MEDICAL STATEMENTS * If you have an unmarried child over HEALTH RECORDS 21, who is incapable of self-support because of mental or physical Record of your health history to incapacity that existed before age 21, include a record of past illnesses or the following is needed: Statement injuries with names and addresses of from a licensed physician certifying doctors and hospitals. medical condition, which includes whether condition is temporary or VOTER REGISTRATION permanent. If temporary, physician should estimate the expected length of Address of your registrar of voter. incapacity. Documentation must be After mobilization you will want to forwarded to DFAS for determination. arrange for absentee ballots to be sent to your military address by sending the CHILDREN’S SCHOOL DOCUMENTATION registrar on SF-76 (Application for Absentee Ballot). * Name and location of places where unmarried children (including adopted RECORD OF TAXING AUTHORITIES or stepchildren) over 21, but under 23 years of age, are enrolled in a full- Record the addresses of all taxing time course of instruction. (This authorities (county assessor, IRS, information will be required to obtain State income tax, motor vehicles, dependent ID cards.) If you’re paying etc.). Upon mobilization you will want tuition for your spouse or family to ensure that all taxes are paid to members on mobilization, you will want date, and notify the taxing authorities to determine what arrangements can be where further tax bills should be sent. made for tuition abatement or financial Extension of time to pay certain taxes assistance. You must also have may be granted under the Soldier’s and documentation to verify attendance at Sailor’s Civil Relief Act. the appropriate school/institution. School documentation is a letter from OTHER IMPORTANT CONTACTS the registrar or other officials stating student is enrolled full time List the names and addresses of all (12 credit hours per semester for special persons (family, lawyer, undergraduate, 9 for graduate) and business associates, etc.) who are not expected date of graduation. listed elsewhere. Upon mobilization you may desire to mail them a change of CUSTODY ORDERS/PREVIOUS MARRIAGE address notification. * Copy of any court order giving you BURIAL INSTRUCTIONS legal custody of any children from a previous marriage. (This document will You should consider recording specific be required to obtain dependent ID instructions regarding the place and cards). manner of burial in the event of your death. Upon mobilization such CUSTODY ORDERS/OTHER CHILDREN instructions should be left with your spouse or family. * For illegitimate children, copy of a court order naming you the natural IMPORTANT DOCUMENT STORAGE parent of the child, a copy of the court decision that you contribute to You should consult with a lawyer about the child’s support. (This document the advisability of storing important will be required to obtain dependent ID documents and small items in a safety cards.) deposit box. DEPENDENT IDENTIFICATION CARD * All family members 10 years of age or older must obtain an ID card for THERE IS A SYSTEM IN PLACE TO medical, dental, PX, commissary and ASSIST FAMILIES, PLEASE USE IT ! other military privileges. Families Serve Too ! .
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