Oregon Newly Widowed Individuals Package

Category:
State:
Oregon
Control #:
OR-P027-PKG
Format:
Word; 
Rich Text
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Description

This package contains essential legal documents for Newly Widowed Individuals who desire to organize their Legal Life. The documents in this package are state specific and include the following:



1. An Heirship Affidavit

2. A General Power of Attorney effective immediately

3. A Revocation of Power of Attorney

4. Advance Health Care Directive

5. A Personal Planning Information and Document Inventory Worksheet

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FAQ

A surviving spouse can collect 100 percent of the late spouse's benefit if the survivor has reached full retirement age, but the amount will be lower if the deceased spouse claimed benefits before he or she reached full retirement age.

A widow or widower age 60 or older (age 50 or older if disabled) is eligible for Social Security survivor benefits provided the couple was married at least nine months. There is no age limit for a widow or widower caring for dependent children under age 16.

There are two kinds of benefits that loved ones left behind may be entitled to receive after the death of a spouse. These are: Widowed parent's allowance. Bereavement allowance and bereavement payment.

Employees may also be eligible to receive Medicare benefits through a deceased spouse if that spouse had earned 40 credits prior to their death and they were married to them at the time of the spouse's death.

These are examples of the benefits that survivors may receive: Widow or widower, full retirement age or older 100 percent of the deceased worker's benefit amount. Widow or widower, age 60 full retirement age 71½ to 99 percent of the deceased worker's basic amount.

For Your Widow Or WidowerWidows and widowers can receive: Reduced benefits as early as age 60 or full benefits at full retirement age or older. If widows or widowers qualify for retirement benefits on their own record, they can switch to their own retirement benefit as early as age 62.

Widows can claim benefits at any time between 60 and their survivor full retirement age.

Be at least age 60. Be the widow or widower of a fully insured worker. Meet the marriage duration requirement. Be unmarried, unless the marriage can be disregarded.

Generally, spouses and ex-spouses become eligible for survivor benefits at age 60 50 if they are disabled provided they do not remarry before that age. These benefits are payable for life unless the spouse begins collecting a retirement benefit that is greater than the survivor benefit.

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Oregon Newly Widowed Individuals Package