Estate Planning 101

Notifying the Georgia Teachers Retirement System (TRS) After a Loved One’s Passing

September 13, 2023

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The passing of a loved one brings a multitude of responsibilities, including notifying relevant organizations about the death. If your loved one was a teacher in Georgia and a member of the Teachers Retirement System (TRS), it's essential to inform them promptly to prevent overpayments and discuss any potential survivor benefits.

Who Should Be Notified

The Teachers Retirement System (TRS) should be notified if your loved one was a public school teacher in Georgia and receiving pension benefits from them. This step is crucial to halt the pension payments and to discuss any survivor benefits you or other beneficiaries may be eligible for.

When to Notify

Notification should be done as soon as possible following the death of your loved one. This is to prevent any overpayment of benefits, which may result in a need for repayment later.

How to Notify

To notify the TRS, call their office at 1-800-352-0650 or 404-352-6500. You will also need to mail or fax a certified copy of the death certificate to their office. The mailing address is Two Northside 75, Suite 100, Atlanta, GA 30318, and the fax number is 404-352-4885. Be prepared to provide the deceased's Social Security number.

What to Expect After Notification

Once you've notified TRS, they will stop the deceased's pension payments and provide you with information about any eligible survivor benefits. Depending on the deceased's plan and beneficiaries, this may include a continuing pension or a lump-sum payment.

Tips for Notification

Keep a record of all your interactions with TRS, including the dates, times, and names of any representatives you communicate with. This can be helpful if any issues arise later. Also, understand that processing changes to pension benefits can take time, so patience is key.

Conclusion

Notifying the Teachers Retirement System (TRS) after the death of a loved one is a crucial step in settling their affairs. By promptly and thoroughly completing this task, you can avoid potential complications and ensure that any eligible survivor benefits are appropriately addressed.

FAQ

Q: What happens if TRS continues to make pension payments after the death due to not being notified?
A: If TRS continues to make pension payments after the death of a member due to lack of notification, they will typically require the money to be paid back. Therefore, it's important to notify them as soon as possible.

Q: What if I'm unsure whether my loved one was receiving a pension from TRS?
A: If you're unsure, it's still recommended to contact TRS. They can search for the person's record using their name and Social Security number.

Q: Who do I contact if I have issues or questions about the process?
A: If you have any issues or questions, it's best to contact TRS directly. They can provide detailed information about the specific situation and guide you through the process.