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Helping Your Loved Ones:
Elfun Planning and Survivor Checklists
There are many arrangements and tasks that follow the death of a loved one. In order to help ensure that your survivors and/or executor of your estate are fully prepared in the event of your death, the Elfun Society has developed two checklists.
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The first checklist, the Elfun Planning Checklist, is for you to use now, to plan and prepare the key information for your survivors or the executor of your estate to use in the event of your death. |
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The second checklist, the Elfun Survivor Checklist, is for your survivors to use after your death to ensure that the information you have prepared is utilized; that actions are taken according to your wishes; and that GE benefits are properly accessed and delivered. |
Important Points
About These Checklists
These checklists are designed to assist you in your estate planning. However, because each individual's circumstances are different, the checklist may not cover every possible situation for you or your family. Please consult an attorney, accountant or other professional for a complete review of your estate planning needs.
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