When a loved one passes away, there are several responsibilities to handle, including notifying their pension provider. If your loved one was a member of the Iowa Public Employees' Retirement System (IPERS), it's important to inform them to stop pension payments and to learn about any potential survivor benefits. This article will guide you through this process.
Who Should Be Notified
IPERS should be notified in the event of the death of a retiree or vested member. This will allow for the cessation of regular pension payments and the initiation of any potential survivor benefits.
When to Notify
It's recommended to notify IPERS as soon as possible after the member's death. This will help prevent any overpayment of benefits, which may need to be returned.
How to Notify
You can notify IPERS by calling their customer service line at 1-800-622-3849. Have the member's Social Security number or IPERS ID number ready. In addition, IPERS will require a copy of the death certificate. This can be mailed or faxed to their office.
What to Expect After Notification
Once IPERS has been notified, they will stop the member's pension payments and provide information about any potential survivor benefits. The type and amount of these benefits can vary depending on the member's specific plan.
Tips for Notification
Keep a record of all communications with IPERS, including the date and time of your call and the name of the representative you spoke with. If you're sending any documents by mail, consider using certified mail to ensure they are received.
While it can be challenging to handle administrative tasks after the loss of a loved one, notifying IPERS is a crucial step in managing their affairs. By doing so promptly, you can ensure their account is settled correctly and any survivor benefits are processed accordingly.
Q: What if I don't have the member's IPERS ID number or Social Security number?
A: If you don't have this information, contact IPERS for guidance. They will help you identify the member's account using other personal details.
Q: Who is eligible to receive survivor benefits?
A: The eligibility for survivor benefits depends on the specific plan the member had with IPERS. Often, a surviving spouse or dependent children are eligible.
Q: Can I notify IPERS online?
A: Currently, IPERS requires notification of a death by phone, followed by mailing or faxing a copy of the death certificate.