Losing a loved one is a difficult time filled with many responsibilities. One such task is notifying pension providers such as the California Public Employees Retirement System (CalPERS). This step is crucial to stop pension payments and potentially apply for any survivor benefits.
Who Should Be Notified
If your loved one was receiving a pension from CalPERS, the organization needs to be informed of their death. This helps prevent overpayments and initiates the process for any due survivor benefits.
When to Notify
You should notify CalPERS as soon as possible after the death of your loved one. This helps prevent any overpayments of pension, which could lead to complications down the line.
How to Notify
To report a death to CalPERS, you can call their customer contact center at 1-888-225-7377. Be prepared to provide the deceased's name, social security number, and date of death. You will also need to submit an official copy of the death certificate by mail.
What to Expect After Notification
Upon notification, CalPERS will stop any ongoing pension payments and provide information about potential survivor benefits. This may include a continuation of pension payments to a surviving spouse or other eligible beneficiaries, depending on the specifics of the deceased's pension plan.
Tips for Notification
Before contacting CalPERS, make sure to have all necessary information at hand. This includes the deceased's social security number and details about their pension plan. Keep copies of all correspondence and note the dates and times of any phone calls for your records.
Conclusion
While it's a challenging task, notifying CalPERS of a loved one's passing is a crucial step in managing their affairs. It ensures the proper handling of their pension plan and the successful initiation of any survivor benefits. With a little preparation and understanding of the process, you can navigate this task successfully during a difficult time.
FAQ
Q: Can I notify CalPERS of a death online?
A: Currently, CalPERS requires notification of a death to be made over the phone or by mail. They do not offer an online notification option.
Q: What if the deceased received overpayments after their death?
A: If CalPERS was not notified promptly and continued to make pension payments, they will typically request this money back. It's best to discuss this situation directly with CalPERS.
Q: Who is eligible for survivor benefits?
A: Eligibility for survivor benefits depends on the specifics of the deceased's pension plan. Generally, a surviving spouse, registered domestic partner, or minor children may be eligible. CalPERS can provide detailed information based on the individual case.
