Personal Affairs Resources

You asked for it, you got it. Now, the Personal Affairs Workbook, a long-valued feature of MOAA’s Help Your Survivors Now: A Guide to Planning Ahead, is available in the form of interactive, computer-based worksheets that can be completed and saved on your personal computer.

The PDF forms are easy to download, complete, save, and update. You can print out a copy to retain with your records and share the documents with family members.

This is a new offering to MOAA members, and it’s a service your chapter members are sure to use of – so please pass the word along to them.

And be sure to give us your thoughts about this new product. We might be able to use your feedback as we refine the application.

Here’s how to find the Personal Affairs Workbook interactive forms on MOAA’s Web Base:

  1. Log on to MOAA’s Web Base
  2. Select Books and Guides from the Publications drop-down menu.
  3. Choose Help Your Survivors Now: A Guide to Planning Ahead from the selections on the right side of the page.
  4. Select the links on that page to download the forms you are interested in.


Or click here for the link