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Checklist for Retirees

Stay in touch 

  • Contact us for details about your Medicare Supplement.
  • Notify us if you move or change banks.
  • Notify us if you marry or divorce, or if your spouse or named beneficiary dies.
  • Make sure your spouse knows how to contact us if you die.
  • Contact the Social Security Administration at (800) 772-1213 or www.ssa.gov for details about your Social Security benefits.
  • Make sure your life insurance beneficiary information is up-to-date.
  • Enjoy your retirement and keep in touch.

Don't hesitate to call us at (866) 802-6333 if we can be of help.