Estate Planning 101

Notifying Securian Financial Group After a Loved One’s Passing

September 13, 2023

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Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.
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When a loved one passes away, one of the many responsibilities you may have is notifying their pension provider. If the deceased was receiving a pension from Securian Financial Group, it's essential to inform them promptly to ensure the proper handling of the account and benefits.

Who Should Be Notified

Securian Financial Group should be notified if the deceased was receiving a pension through them. This will allow them to stop payments, provide information about potential survivor benefits, and handle any other related matters.

When to Notify

You should notify Securian Financial Group as soon as you can after the death. This prompt action will help prevent any overpayment of benefits and help you understand any potential survivor benefits.

How to Notify

You can notify Securian Financial Group of a death by calling their customer service line at 1-800-233-2881. Be sure to have the deceased's Social Security number and policy information available. You might also be asked to provide a copy of the death certificate.

What to Expect After Notification

Once you've notified Securian Financial Group, they will stop the pension payments and inform you about the next steps, including any necessary paperwork. If the deceased had elected for survivor benefits, they would provide information on how to apply for these benefits.

Tips for Notification

When notifying Securian Financial, it's advisable to keep a record of all correspondence, including the names of the representatives you speak with and the dates and times of your conversations. This can be helpful if there are any discrepancies or issues later on.

Conclusion

Notifying the pension provider after the passing of a loved one is a crucial task. By contacting Securian Financial Group promptly, you can ensure the smooth handling of the deceased's pension and understand the potential for any survivor benefits.

FAQ

Q: Can I notify Securian Financial Group online?
A: Currently, the best way to notify Securian Financial Group of a death is by calling their customer service line.

Q: What if I don't have all the deceased's policy information?
A: If you're missing some information, Securian Financial Group may still be able to locate the deceased's account using their full name and Social Security number.

Q: What happens if the pension was overpaid after the death?
A: If there was an overpayment, Securian Financial Group would likely request repayment. However, each situation is unique, so it's best to discuss this with their representatives.