Advanced Planning Handbook

Although it can be difficult to contemplate and even harder to discuss, one gift we can leave our families and beneficiaries is a well-organized and clearly established plan for management of our estates upon death. With this in mind, the Association, in coordination with SRP and the IDB Global Federal Credit Union, has prepared a brief guide that can help you establish, plan, and manage your financial affairs for a smooth transition. The guide explains the basics of IDB survivor benefits and how to manage financial accounts, with a detachable summary that you can share with your beneficiaries or executors. We hope it proves helpful to you and your families as a starting point for transition planning. Please note that the guide is not meant to replace legal counsel, that procedures and laws can change at any time, and that any estate planning should be done in consultation with legal and other experts.