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)
The financial counseling and online will preparation services offered here are only for SGLI, VGLI, and FSGLI beneficiaries
and Servicemembers who have received TSGLI benefits. Servicemembers
who are interested in financial counseling, but have not received a
TSGLI payment may contact their Command Financial Specialists or
Financial Readiness Counselor. Members may also visit www.militaryonesource.mil or call 800-342-9647 for additional information.
Service Features
Beneficiary Financial Counseling Service (BFCS)
Download one of our Financial Counseling Services Brochures for easy reference.
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. These important financial services are available to
beneficiaries for two years following claim settlement.
Effective
April 1, 2021, BFCS is available for two years from the date the claim
is paid. This includes 40 hours of personal counseling over the two
years and access to the program’s online resources. Beneficiaries
already using the services can continue to access an additional 40 hours
with a local counselor and use online resources through April 30, 2023.
Additional financial planning resources may be available to you.
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: fcs@FinancialPoint.com
Financial professionals are available 24/7.
