Estate Planning 101

Notifying the Hawaii Employees' Retirement System (ERS) After a Loved One’s Passing

September 13, 2023

Are you an executor or trustee?

Snug can help you get organized by providing one place to store and analyze Wills, Trusts, and other essential documents. You can inventory finances, personal property, digital assets, insurance, and more.
Get started for free

Want to get organized?

Snug can help you organize all of life's details by providing one place to store and analyze Wills, Trusts, and other essential documents. You can inventory finances, personal property, digital assets, insurance, and more.
Get started for free

Want to offer estate planning?

Snug is a complete estate planning solution built for Financial Advisors who want to save time and offer their clients more. Whether you have an UHNW client who needs their documents analyzed or a mass affluent client getting their first Trust, we can help.
Get started for free

Need a Will or Trust?

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.
Get started for free

In the wake of a loved one's passing, there are numerous administrative tasks to be undertaken, one of which is notifying pension providers such as the Hawaii Employees' Retirement System (ERS). This is an essential step to sort out financial matters and prevent any complications.

Who Should Be Notified

If your loved one was a recipient of a pension from the Hawaii ERS, it is crucial to notify them of the death. This will halt the pension payments and allow the ERS to provide information on any possible survivor benefits.

When to Notify

You should notify the Hawaii ERS as soon as you can after your loved one's passing. This will help prevent any overpayment of pension benefits that you may need to repay later.

How to Notify

To notify the Hawaii ERS of a death, you can contact them via phone, mail, or fax. You will need to provide the member's full name, date of birth, and social security number, as well as a certified copy of the death certificate. Detailed contact information can be found on the ERS website.

What to Expect After Notification

Once you have notified the Hawaii ERS, they will stop pension payments and provide you with information on any applicable benefits, including potential survivor benefits. They may require additional documentation, such as marriage or birth certificates, if a survivor benefit is to be claimed.

Tips for Notification

When notifying the ERS, make sure to keep a record of all communications, including the date and time of your call and the name of the representative you spoke with. This can be helpful in case of any discrepancies or misunderstandings.

Conclusion

While it's a challenging task, notifying the Hawaii ERS after the passing of a loved one is a crucial step. It ensures the cessation of pension payments and provides clarity on any survivor benefits. With preparation and understanding of the process, you can navigate this task successfully during a difficult time.

FAQ

Q: Can I notify the Hawaii ERS online?
A: Currently, the Hawaii ERS doesn't offer online notification for the death of a member. You must call, mail, or fax them.

Q: What if I can't find my loved one's social security number?
A: The Hawaii ERS may be able to locate the member's record using their full name and date of birth. However, having the social security number can expedite the process.

Q: What if my loved one received overpayments after their death?
A: If the Hawaii ERS continues to make payments after the member's death, they will typically request repayment. It's important to notify the ERS as soon as possible to prevent this situation.