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Home VA Life Insurance Beneficiary Financial Counseling Service and Online Will Preparation

Beneficiary Financial Counseling Service and Online Will Preparation

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Beneficiary Financial Counseling Service and Online Will Preparation

VA makes financial planning and online will preparation services available at no cost to beneficiaries of:

  • SGLI (Servicemembers' Group Life Insurance)
  • TSGLI (Traumatic Injury Protection)
  • FSGLI (Family Servicemembers' Group Life Insurance)
  • VGLI (Veterans' Group Life Insurance)

Service Features

Beneficiary Financial Counseling Service (BFCS)

This service provides beneficiaries with free, professional financial advice from FinancialPoint, an independent company whose team of professionals are experts in handling a wide range of financial matters. Beneficiaries can access this service online 24/7 to request a financial plan. They simply enter their information into FinancialPoint's website, and a financial professional will prepare a customized financial plan based on the details provided. They can also call or e-mail to get quick answers to simple financial questions. In-person meetings with financial professionals are also available upon request. Beneficiaries have lifetime access to these services.

Online Will Preparation Service

The online will preparation service enables beneficiaries to quickly and easily prepare a will without an attorney. After answering a series of straightforward questions, the beneficiary will receive a legal will, valid in all states, ready to print and sign.

How to Access These Services

Online Access

  • Go to www.financialpointplus.com
  • Register as a first-time user.
  • Use "BFCSVA" as the Organization Web ID.
  • Have your eight-digit SGLI, TSGLI, FSGLI, or VGLI claim number available.
  • Select FinancialPoint to submit information that will be used to create a personalized financial plan for you.
  • Select EstateGuidance® to create and print a will.

Note: If you do not have your claim number, please call the Office of Servicemembers' Group Life Insurance at 800-419-1473.

Phone or E-mail Access (BFCS only)

SGLI, FSGLI, VGLI beneficiaries: 888-243-7351
TSGLI recipients: 800-428-3416
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it





Financial professionals are available 24/7.

 


Did you know?

A veteran’s family must request a United States flag.

A flag is provided at no cost to drape the casket or accompany the urn of a deceased veteran. Generally, the flag is given to the next of kin. Only one flag may be provided per veteran. Upon the request of the family, an “Application for United States Flag for Burial Purposes” (VA Form 21-2008) must be submitted along with a copy of the veteran’s discharge papers. Flags may be obtained from VA regional offices and most U.S. Post Offices.