Estate Planning 101

Notifying the Mississippi Public Employees' Retirement System (PERS) 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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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, it is essential to notify all relevant institutions and organizations. If the deceased was a public employee in Mississippi receiving a pension, one such organization that should be notified is the Mississippi Public Employees' Retirement System (PERS).

Who Should Be Notified

The Mississippi Public Employees' Retirement System (PERS) handles the retirement benefits for public employees within Mississippi. If your loved one was receiving a pension from PERS, they need to be notified of the death.

When to Notify

It is important to notify PERS as soon as possible after the death of the pension recipient. This is to prevent any overpayment of benefits that could complicate matters later.

How to Notify

To notify PERS of a death, you can call their office at 1-800-444-7377 or 601-359-3589 or send a fax to 601-359-2471. You will need to provide information such as the deceased's full name, Social Security number, and date of death. A certified copy of the death certificate should also be provided.

What to Expect After Notification

Once PERS has been notified, they will stop the pension payments. If there are eligible survivors, they may qualify for certain benefits. PERS will guide you through the process and provide the necessary forms to complete.

Tips for Notification

When notifying PERS, make sure to have all the necessary information on hand to make the process as smooth as possible. Keep a record of all correspondence and note down the names of any representatives you speak with. Be sure to ask for clarification if you're unsure about any part of the process.

Conclusion

Though it may seem daunting, notifying PERS of a loved one's death is a crucial step in settling their affairs. By doing so promptly and thoroughly, you can ensure that the process is handled smoothly and potential survivor benefits are managed correctly.

FAQ

Q: What if the pension was being direct deposited?
A: If PERS was depositing the pension directly into a bank account, they will stop these payments once notified. Any overpayment after the death will need to be returned.

Q: What survivor benefits are available?
A: The type of survivor benefits available depends on the retirement plan the deceased was enrolled in and their selected beneficiary. PERS can provide detailed information based on the specific circumstances.

Q: Can I notify PERS by mail?
A: Yes, you can send a letter along with a certified copy of the death certificate to PERS at P.O. Box 139, Jackson, MS 39205-0139.