Understanding Your Survivor Benefits

An Overview of FERS & CSRS Survivor Benefits

Differences between the two retirement systems’ survivor benefits
Qualifying relatives
Cost of electing survivor benefits
What forms should be filled out to ensure qualifying relatives receive the survivorship

Other Information for FERS & CSRS Annuitants

Spousal Survivor annuities (including former spouses)
Cost to give an insurable interest survivor annuity
Information about the basic employee death benefit
Child and non-spousal survivor benefits

... plus more!

Speaker and Presenter Information

Edward A. Zurndorfer, EA, CFP, CLU, ChFC, CEBS has been conducting Federal employee benefits and planning for retirement workshops at various Federal agencies throughout the country since 1999.

Mr. Zurndorfer has written numerous publications for the Federal Employees News Digest (FEND) on Federal employee benefits and is the moderator of FEND’s popular Federal Soup Question and Answer Forum. Ed is the top contributor for FedSoup. Ed also writes a weekly column on Federal employee benefits and retirement issues. He has also been heard on Federal News Radio.

In addition, Ed is the owner of EZ Accounting and Financial Services, an accounting practice that serves of 200+ clients throughout the country and he is an Enrolled agent, representing taxpayers in disputes before the IRS.

Relevant Government Agencies

Air Force, Army, Navy & Marine Corps, Intelligence Agencies, DOD & Military, Office of the President (includes OMB), Dept of Agriculture, Dept of Commerce, Dept of Education, Dept of Energy, Dept of Health & Human Services, Dept of Homeland Security, Dept of Housing & Urban Development, Dept of the Interior, Dept of Justice, Dept of Labor, Dept of State, Dept of Transportation, Dept of Treasury, Dept of Veterans Affairs, EPA, GSA, USPS, SSA, NASA, Legislative Agencies (GAO, GPO, LOC, etc.), Judicial Branch Agencies, CIA, FEMA, Office of Personnel Management, Coast Guard, National Institutes of Health, FAA, Census Bureau, USAID, National Guard Association, Federal Government, FDA, NSA, FCC