Estate Planning 101

Notifying a Teachers' Retirement Systems 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 loss of a loved one is a difficult time filled with many tasks to complete. If your loved one was a teacher and a member of a Teachers' Retirement System, it's important to notify the pension provider about their passing as soon as you're able to.

Who Should Be Notified

The relevant Teachers' Retirement System (whether it's a state, city, or county system) should be notified. This is the organization that provided pension benefits to your deceased loved one.

When to Notify

It is best to notify the Teachers' Retirement System as soon after the death as possible. This can help prevent overpayments and initiate the process for potential survivor benefits.

How to Notify

To notify the Teachers' Retirement System, you will generally need to contact them either by phone or by mail. Some systems may also allow online notifications. You will likely need to provide a copy of the death certificate, as well as any relevant details about the deceased, such as their retirement claim number.

What to Expect After Notification

After notification, the Teachers' Retirement System will stop pension payments and provide information about any potential benefits for survivors, such as a spouse or minor children. They will guide you through the process of applying for these benefits, if applicable.

Tips for Notification

When contacting the Teachers' Retirement System, be sure to note the date, time, and the name of any representative you speak with. Keep copies of all correspondence for your records. If you have any questions or concerns, don't hesitate to ask for clarification.

Conclusion

While it's a challenging task amidst a difficult time, notifying the Teachers' Retirement System of a loved one's passing is a crucial step. By doing so promptly and thoroughly, you can ensure the proper handling of your loved one's pension benefits and navigate the process of securing any potential survivor benefits.

FAQ

Q: What if I don't know which Teachers' Retirement System my loved one belonged to?
A: If you're uncertain, you can start by contacting the school or school district where your loved one worked. They should be able to provide you with the necessary information.

Q: Can I notify the retirement system before the death certificate is available?
A: Yes, you can initially notify the retirement system of the death and then provide the death certificate once it is available.

Q: What if my loved one retired from teaching but was working in another job?
A: You should still notify the Teachers' Retirement System of their death, as well as the employer and pension provider (if any) for their current job.