Estate Planning 101

Notifying the Utah Retirement Systems (URS) After a Loved One’s Passing

September 13, 2023

Need some help?

Snug partners with Marble Law, an online law firm built for your peace of mind. Marble lawyers have extensive experience in all matters of estate planning, including the important task of funding a trust.
Get started right away

Are you an executor or trustee?

Snug can help you get organized by providing one place to store and analyze Wills, Trusts, and other essential documents. You can inventory finances, personal property, digital assets, insurance, and more.
Get started for free

Want to get organized?

Snug can help you organize all of life's details by providing one place to store and analyze Wills, Trusts, and other essential documents. You can inventory finances, personal property, digital assets, insurance, and more.
Get started for free

Want to offer estate planning?

Snug is a complete estate planning solution built for Financial Advisors who want to save time and offer their clients more. Whether you have an UHNW client who needs their documents analyzed or a mass affluent client getting their first Trust, we can help.
Get started for free

Need a Will or Trust?

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.
Get started for free

Need a Will or Trust?

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.
Get started for free

Need a Will or Trust?

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.
Get started for free

The passing of a loved one brings with it a variety of responsibilities, one of which is notifying relevant organizations such as the Utah Retirement Systems (URS) if the deceased was a recipient of pension benefits. This step is important to cease the pension payouts and to inquire about any potential survivor benefits.

Who Should Be Notified

The Utah Retirement Systems (URS) is a pension provider for public employees in the state of Utah, including teachers, police officers, firefighters, and other public servants. If your loved one was receiving a pension from URS, it's necessary to notify them of the death as soon as possible.

When to Notify

You should notify the URS immediately after the death of your loved one to prevent any overpayments, which could later lead to complications.

How to Notify

Notifying the URS can be done by calling the URS Benefits Department at 801-366-7770 or toll-free at 800-695-4877. You will need to provide the deceased's name, date of birth, and Social Security number. Additionally, you will be required to submit a certified copy of the death certificate by mail or in person.

What to Expect After Notification

Once you've notified the URS, they will stop the pension payments and provide information about any potential survivor benefits. Depending on the deceased's pension plan, a spouse or other beneficiary may be eligible for ongoing benefits. The URS will guide you through this process.

Tips for Notification

When notifying the URS, always note the date, time, and the name of the representative you spoke with. Keep copies of all correspondence. These records can be helpful if there are any discrepancies or issues in the future. Don't hesitate to ask questions or request clarification – the URS is there to assist you.

Conclusion

While it's a difficult task, notifying the URS after the passing of a loved one is a crucial step. It ensures the cessation of pension payments and opens the door to potential survivor benefits. With a clear understanding of the process, you can accomplish this task smoothly during a challenging time.

FAQ

Q: Can I notify the URS online?
A: Currently, the URS does not provide an online process to report a death. You must call them or visit their office in person.

Q: What if there are overpayments after the death?
A: If the URS continues to make payments because they were not notified promptly, they will typically request the funds to be returned.

Q: What if I can't find my loved one's Social Security number?
A: The URS can often locate the pensioner's record using their full name and date of birth. However, having the Social Security number can expedite the process.