Surviving Spouse Form

Servaes Consulting Group
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THIS FORM IS FOR THE SURVIVING SPOUSE ONLY.

IF YOU HAVE REACHED THE INCORRECT FORM, PLEASE CLICK HERE TO GO BACK AND SELECT THE APPROPRIATE FORM.

If you need assistance, please Contact Us. (Mon-Fri 8AM - 5PM EST)

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You can NOT save this form for later use, so please make sure you have all of the source documents before you start to fill out

  1. Marriage License
  2. Death Certificate
  3. Discharge papers
  4. Examination for Housebound Status
  5. Statement(s) from Care Provider
  6. Bank/Investment Statements
Feel Free to print this page to use as a checklist before entering the date

THE EMAIL ADDRESS YOU ENTER WILL BE THE UNIQUE IDENTIFYER FOR YOUR FILE. ONLY THE EMAIL YOU HAVE ON RECORD WITH US WILL WORK -- THE EMAIL TO WHICH INSTRUCTIONS WERE SENT.

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