Anexo 4. Resultado de la Entrevista de satisfacción dirigida a empleados

Non-Discretionary Allotments

Purpose Codes The purpose codes for non-discretionary allotments and their purposes are described in the table below.

Purpose

Code Purpose

B To purchase U.S. savings bonds.

Note: Any number of B allotments may be authorized with the same month of the first deduction and submitted in the same document transmittal letter (DTL) as long as they are not identical.

C To make charity contributions to the Navy and Marine Corps Relief Society (NMCRS) or the Combined Federal Campaign (CFC)

L To repay loans to the NMCRS, the American Red Cross, Air Force Aid Society, and/or the Army Emergency Relief

T To liquidate an indebtedness due to defaulted notes insured by the Federal Housing Administration or guaranteed by the Department of Veterans Affairs

U When a Marine on the retired list of the FMCR, who is participating in the RSFBB/SBP, is recalled to active duty

MCI Course 8012A 2-26 Study Unit 2, Lesson 3 Exercise

Lesson 3 Exercise

Estimated

Study Time 10 minutes

Directions Complete the following items. Check your answers against those listed at the end of the lesson. If you have any questions, refer to the reference page listed for each items.

Item 1 What is an allotment?

______________________________________________________________ ______________________________________________________________

Item 2 The ______ office should help you start or stop allotments. a. administration

b. MWR

c. judge advocate general’s d. credit union

Item 3 What is the latest date to input an allotment request if you want to start an allotment on the first of May?

______________________________________________________________

MCI Course 8012A 2-27 Study Unit 2, Lesson 3 Exercise

Lesson 3 Exercise,

Items 4

Through 6 Matching: In the space provided, place the letter of the purpose code from _{column 2 that would be used for the allotment situation described in column} 1. The answers in column 2 may be used only once.

Column 1 Allotment Situation Column 2 Purpose Code ___ 4. To make a charitable contribution to the NMCRS or CFC

___ 5. To start monthly mortgage payments

___ 6. To deposit money with an investment firm. a. C b. H c. L d. R e. S

Item 7 How many discretionary allotments can you have in addition to the savings deposit program allotment J?

a. 3 b. 4 c. 5 d. 6

Item 8 A Marine can have ______ B allotments with the same month as the first deduction and submitted in the same DTL as long as they are

a. three, identical. b. six, identical.

c. any number of, not identical. d. any number of, identical.

MCI Course 8012A 2-28 Study Unit 2, Lesson 3 Exercise

Lesson 3 Exercise Solutions

Answers The table below provides the correct answers to the exercise items. If you have any questions, refer to the reference page listed for each item.

Item Number Answer Reference Page

1 A definite portion of a

Marines' pay and allowances voluntarily authorized to be paid to an allottee 2-22 2 a 2-22 3 Up to the 15th of April

for the first deduction to start an allotment 2-22 4 a 2-25 5 b 2-23 6 e 2-23 7 d 2-24 8 c 2-25

MCI Course 8012A 2-29 Study Unit 2, Lesson 4

LESSON 4

WILLS

Introduction

Study Time 5 minutes

Definition Everyone wants peace of mind. Writing a will is for everyone. Leaving a will is just as important for someone of modest means as it is for someone who is wealthy. If you die without leaving a will, the law will stipulate how your assets are to be distributed amongst your surviving relations. This can sometimes mean that your assets go to people you wouldn't want to have them or that your surviving spouse is left with a home but no money to live on. This lesson describes basic information about wills and why you should have one.

Learning

Objective After completing this lesson, you should be able to · Define the purpose of a will.

· Identify how to create a will. · List the benefits of having a will. · Identify criteria that validate your will.

· Identify actions you should take when living in a state other than your home of record.

In This Lesson This lesson contains the following topics.

Topic See Page

Fundamental Knowledge 2-30

Benefits 2-31

Validity of Your Will 2-32

Lesson 4 Exercise 2-33

MCI Course 8012A 2-30 Study Unit 2, Lesson 4

Fundamental Knowledge

Definition A will is a

· List of instructions telling your executors what to do with your property when you die

· Legal document by which a person disposes of property, such disposition to take effect after death

Purpose A will is the only way of assuring that property will be distributed exactly as you wish. Most people assume that all their possessions will automatically pass to their spouse or other members of the family. Unfortunately, many families often face immediate financial hardship and sometimes even have to sell the family home—simply because no will had been written.

Without a will, you miss all chances of passing on particular gifts to your friends or favorite charities. If you have a young family, your will determines who you prefer to take care of your family and provides you a way to give specific instructions about that care.

Law of

Intestacy The Law of Intestacy means that the state writes a will for you. Your _{possessions are distributed according to this law.}

If you die without having a legally valid will, your estate will be divided in a way that gives you and your survivors no choice in the matter. This places unnecessary extra difficulties on your partner or family at a time of great distress.

Obtaining a

Will A will can be prepared by your base's legal assistance office or through a _{civilian lawyer out in town.}