Estate Planning 101

Notifying the Illinois Teachers' Retirement System (TRS) 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

In the event of a loved one's passing, one of the important tasks is to notify various organizations, such as the Illinois Teachers' Retirement System (TRS) if the deceased was a retired teacher in Illinois. This step is necessary to stop the pension payments and to inquire about any potential survivor benefits.

Who Should Be Notified

If your loved one was a retired teacher in Illinois, it's important to notify the Illinois Teachers' Retirement System (TRS). TRS provides retirement, disability, and survivor benefits for teachers and their families, so it's crucial they are informed of the member's passing.

When to Notify

You should notify the TRS as soon as possible after the death of your loved one. This will prevent any overpayments of benefits, which could lead to complications.

How to Notify

Notification can be done by calling the TRS at their specified contact number or by writing a letter. When notifying, you will need to provide the deceased's name, social security number, date of birth, and date of death. A copy of the death certificate may also be required.

What to Expect After Notification

Once TRS has been notified, they will stop any ongoing pension payments. They will also provide information on any potential survivor benefits and the process to apply for them. If an overpayment has occurred, they will guide you on how to return those funds.

Tips for Notification

Keep a record of all communications with TRS, including dates and times of calls or letters. This will be helpful if there are any discrepancies or issues in the future. Also, do not hesitate to ask questions or seek clarification on any procedures or terms you don't understand.

Conclusion

Notifying the Illinois Teachers' Retirement System after the death of a loved one might seem daunting, but it's a necessary task that ensures the correct handling of their account and potential benefits for survivors. With some preparation and understanding of the process, you can successfully navigate this task during a challenging time.

FAQ

Q: Can I notify the TRS online?
A: Currently, there is no online process to report a death to TRS. You must call or write a letter to them.

Q: What if I can't find my loved one's TRS member details?
A: If you are unable to locate these details, contact TRS and they can assist you with the information they require.

Q: What if the deceased received overpayments after their death?
A: If TRS was not promptly notified and continued to make payments, they will typically request these funds to be returned. Contact TRS directly to discuss this situation.