Estate Planning 101

Notifying the San Francisco Employees' Retirement System (SFERS). After a Loved One’s Passing

September 13, 2023

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In the wake of a loved one's death, there are several critical steps to take, including notifying the relevant pension provider. If your loved one was a recipient of benefits from the San Francisco Employees' Retirement System (SFERS), you'll need to inform them promptly to ensure correct administration of their account after their passing.

Who Should Be Notified

The San Francisco Employees' Retirement System (SFERS) is a pension provider for city employees in San Francisco. If your deceased loved one was a member of this system, you should notify SFERS of their passing.

When to Notify

The SFERS should be notified as soon as possible after the individual's death. This helps prevent any overpayments of pension benefits and allows the organization to provide any necessary information regarding survivor benefits.

How to Notify

To notify SFERS, you'll need to contact their office via phone at (415) 487-7000 or by mail. Include the deceased's full name, date of birth, and Social Security number if possible. You will also need to send a copy of the death certificate. This can be mailed to SFERS at the following address: San Francisco Employees' Retirement System, 1145 Market Street, 5th Floor, San Francisco, CA 94103.

What to Expect After Notification

Once SFERS has been informed of the death, they will stop any ongoing pension payments. If the deceased had set up survivor benefits, SFERS would guide you through the process of applying for and receiving these benefits. They will also provide information about any potential refunds of the deceased's contributions.

Tips for Notification

Keep a record of your communication with SFERS, including the date and time of the call or the mailing date of the letter. It's also recommended to send any mail via certified mail, return receipt requested, to ensure it reaches its destination.

Conclusion

While dealing with the death of a loved one is a challenging time, notifying pension providers such as SFERS is a crucial step. It ensures the proper administration of the deceased's account and helps provide clarity about any potential survivor benefits.

FAQ

Q: What if the deceased had not yet retired?
A: If the deceased was an active employee and a member of SFERS, you should still notify SFERS of their death. They can provide information about any potential benefits, such as a refund of the deceased's contributions.

Q: What is the process for applying for survivor benefits?
A: SFERS will guide you through the process of applying for survivor benefits. This may require additional documentation and forms to be completed.

Q: How long does it take to receive survivor benefits?
A: The timeline for receiving survivor benefits can vary based on individual circumstances. SFERS can provide a more accurate timeline once they have been notified of the death.