Retirement Visa Best Posts in Thread: STATESIDE TIMELINE FOR US VETERAN & COURTESY SRRV PROCESS

Dear DI Forum Reader:

Over time, this thread will become a list of things I will have needed to do in order to secure all the paperwork necessary to establish a Philippine COURTESY SRRV for a US VETERAN.

It will also include other things I will have needed to do while INSIDE the USA, that for me, MUST be done PRIOR to departure to facilitate a smoother landing for long-term living in the Philippines. For me, many of the things I'm doing NOW will keep me focused on my future Philippine "here and now" activities/experiences, and will minimize my time (and expenses) of constantly having to look at my rear-view Stateside mirror.

I'm HOPING to arrive in the Philippines 9 months from now - assuming of course, that all the various and sundry bureaucratic departments won't take too long to complete all the necessary pre-requisite SRRV documents and certifications.

Meanwhile, while I am waiting on the bureaucratic parts to complete themselves, I will also have many other personal life/living things to "button up" as well - things that can only be accomplished while I am here in the States.

Every month from now until departure time, there are things to accomplish on my "Pre-Flight Checklist", so I will update this thread every month as it goes along.

PLEASE feel free to share and POST ON THIS THREAD - ANY and ALL tips, hints, or suggestions - ANYTHING you think that might help, or something I may have forgotten or have not even thought about.

PRE-FLIGHT CHECKLIST
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SEPT 2015 - OPENED ACCOUNTS WITH WELLS FARGO BANK (US/FDIC bank with ties to PNB)

SEPT 2015 - REQUESTED PENSION AUTO DEPOSIT TRANSFER TO WELLS FARGO BANK

SEPT 2015 - REQUESTED 3 CERTIFIED COPIES OF BIRTH, MARRIAGE, & DEATH CERTIFICATES

(NONE of these documents are free - you will spend money for every STATE certified copy)

SEPT 2015 - APPT. WITH LAWYER TO DISCUSS LAST WILL, POA, AND OTHER LEGAL STUFF

(Be prepared to spend money for all the pre-departure Lawyer stuff you will need to get done)

SEPT 2015 - PURCHASED LUGGAGE THAT COMPLIES WITH MAXIMUM PHILIPPINE AIRLINES SIZES

(The current PAL MAX USA departure-sized linear inch maximums will comply with current
linear inch luggage maximums for current "Space A" Retiree/Travelers. This could come in
handy should I later on wish to travel as a Retiree on "Space A" Travel)
I did my luggage research, found a brand, waited for them to go "on sale", and got 50% off!

SEPT 2015 - PURCHASED "MAJIC JACK GO" WITH AN ADDITIONAL 5-YEAR CONTRACT

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If you want more info on this monthly process, if allowed by the "Main Man Moderator", then I would like to upload an updated file of monthly "to do/HAVE DONE" activities so this thread doesn't take up so much space.

My thought is that by clicking on an attached file to this thread, you would then be able to see what I'm doing, and you might be able to use and incorporate some of these "things to do" into your own uniquely personalized relocation template.

PLEASE feel free to share and POST ON THIS THREAD - ANY and ALL tips, hints, or suggestions - ANYTHING you think that might help or something I may have forgotten or not even thought about.

I hope for a minimum of "hiccups" from here to arrival at the Philippine SRRV site.

I will start a separate thread about the SRRV process once I arrive. Wonder what THAT will be like....

DUMAGUETE OR BUST!

V/R,
nwlivewire

 

My SSA monthly is sent to a direct deposit bank account at Robinson's mall BDO Bank. You need to set up a direct deposit account (no ATM, no checking, your name only and fill out the form at the bank and I think we sent ours to the SSA office at the US Embassy Manila.

 

Not my thing really to join in on but here I can help, The Countries you mention have the SS Agreement with the Philippines as does the UK. I have said many times the US not having this SS Agreement, is not helping you Guys one Bit.
The Main Reason I suspect is that it is Reciprocal and I am sure this would not be wanted in the US and it would give too many other Rights to OFW's and those Drawing a PI pension in the US.

Just my Little Bit on this.

 

My sincerest condolences on the loss of one so cherished. May she leave a bright path for you to follow in your own time!

 

That sounds very similar to how The VA handles my local disability direct deposit. Only the recipients name (mine) on account (no spouse/SO whatsoever) and only over the counter withdrawals/transfers. I suppose that cuts down on fraudulent transactions.

 

To me (my opinion on what is best for me which my not be the best for everyone) the setup you have now is preferable to international direct deposit anyway. The US policy on direct deposits to US banks isnt going to change but what countries they are playing nice with can change with the political winds. Not to mention how another country's political winds might effect a local bank account. I am leaving my VA direct deposit alone and will send my SS to the same US bank when the time comes. From there I can transfer what I need wherever I am in the world.