Estate Planning 101

Notifying the Texas Municipal Retirement System (TMRS) After a Loved One’s Passing

September 13, 2023

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Upon the loss of a loved one, one of the crucial steps to undertake is notifying the relevant organizations such as the Texas Municipal Retirement System (TMRS), especially if the deceased was receiving a pension. This is important to prevent overpayments and to understand any survivor benefits that may be available.

Who Should Be Notified

The Texas Municipal Retirement System (TMRS) is a statewide retirement system providing retirement, disability, and death benefits for municipal employees in Texas. If your loved one was a member of TMRS, it is vital to notify them after their death.

When to Notify

TMRS should be notified as soon as possible after the death of a pensioner. This is to prevent any overpayments and to initiate the process for any potential survivor benefits.

How to Notify

You can notify TMRS of a member’s death by calling their toll-free number at 1-800-924-8677. Alternatively, you can write to them at P.O. Box 149153, Austin, TX 78714-9153. You will need to provide the deceased's full name, date of birth, and Social Security number. A copy of the death certificate will also be required.

What to Expect After Notification

Upon notification, TMRS will stop the deceased's pension payments. They will also provide information on any potential survivor benefits. This could include a continuation of the pension for a surviving spouse or dependent children. The specifics will depend on the deceased's plan and their beneficiaries.

Tips for Notification

When contacting TMRS, keep a record of all correspondence, including the date and time of your call and the name of the representative you spoke with. Always ask for a receipt or confirmation of your notification to ensure your request has been processed.

Conclusion

Notifying TMRS in the event of a pensioner's death is an important task that helps prevent overpayments and secure potential survivor benefits. Though it's a difficult time, handling this responsibility promptly and efficiently can prevent future complications.

FAQ

Q: What happens if TMRS continues to make payments after the member's death?
A: If TMRS continues to make payments after the member's death due to delayed notification, they will seek to recover any overpaid amounts.

Q: Can I notify TMRS online?
A: Currently, TMRS does not offer an online notification process for reporting a death. You must either call or write to them.

Q: What if the deceased had a pending application with TMRS?
A: If the deceased had a pending application or appeal with TMRS, you should inform the TMRS representative. They will guide you on the necessary steps to take.