Estate Planning 101

Notifying the Tennessee Consolidated Retirement System (TCRS) 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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Coping with the loss of a loved one is a challenging time filled with many responsibilities. One such task, if your loved one was a member of the Tennessee Consolidated Retirement System (TCRS), is to promptly notify this pension provider.

Who Should Be Notified

The Tennessee Consolidated Retirement System, which managed the retirement benefits for your deceased loved one, must be notified of their passing. This applies if the deceased was a current or former public employee in the state of Tennessee.

When to Notify

It's crucial to notify TCRS as soon as possible after the death. This will prevent any overpayments of benefits and initiate any potential survivor or death benefits.

How to Notify

To notify TCRS, you should contact them by phone or in writing. Provide the member's name, date of birth, social security number, and date of death. You will also need to furnish a copy of the death certificate. You can send this through mail or fax, or drop it off in person.

What to Expect After Notification

Upon notification, TCRS will cease the pension payments and inform you about any possible survivor benefits. If your loved one selected a benefit payment option that provides a survivor benefit, TCRS will guide you through the process of claiming this.

Tips for Notification

When contacting TCRS, ensure to record the date, time, and the name of the representative you speak with. Keep copies of all correspondence. If you have questions or need assistance, don't hesitate to ask for clarification or help from TCRS.

Conclusion

While it's a task no one welcomes, notifying the TCRS of a loved one's passing is a necessary step. By handling this promptly, you can ensure the proper administration of your loved one's pension account and access any potential survivor benefits during a difficult time.

FAQ

Q: Can I notify TCRS online?
A: Currently, death notifications need to be made by phone or in writing. For the most accurate information, visit the TCRS website or contact them directly.

Q: What happens if there are overpayments into the pension account?
A: If pension payments continue after the member's death resulting in overpayment, TCRS will seek to recover those funds.

Q: What if I can't find the required information about my loved one?
A: If you're missing information, like the social security number or TCRS membership number, contact TCRS. They can often find the member's record using their full name and date of birth.