Estate Planning 101

Notifying the Massachusetts State Employees' Retirement System (MSERS) 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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The passing of a loved one is a difficult time, marked by a multitude of responsibilities. Among these is the task of notifying various institutions, such as the Massachusetts State Employees' Retirement System (MSERS), if your loved one was a Massachusetts state employee and a member of this system.

Who Should Be Notified

The Massachusetts State Employees' Retirement System (MSERS) is responsible for managing the retirement benefits of state employees in Massachusetts. If your loved one was receiving a pension from MSERS, they should be informed of the death as soon as possible to cease pension payments and discuss potential survivor benefits.

When to Notify

You should inform MSERS promptly after your loved one's passing. Immediate notification can help prevent any overpayments and facilitate a smooth transition of benefits.

How to Notify

MSERS can be notified by calling their main office at (617) 367-7770. You can also send a written notification to their mailing address. When notifying MSERS, you'll need to provide your loved one's full name, date of birth, Social Security number, and date of death.

What to Expect After Notification

Once MSERS is notified, they will cease the pension payments and provide information regarding any possible survivor benefits. They may also request a certified copy of the death certificate for their records.

Tips for Notification

Keep a record of all correspondence with MSERS, including dates and times of phone calls, as well as the name of any representative you spoke with. This can prove helpful if there are any discrepancies or issues in the future.

Conclusion

While it's a challenging task, notifying the Massachusetts State Employees' Retirement System after the passing of a state employee is a crucial step. It ensures the appropriate handling of their retirement account and provides clarity on any potential survivor benefits.

FAQ

Q: Is there an online process to report a death to MSERS?
A: Currently, MSERS does not provide an online process for reporting a death. You must call them or send a written notification.

Q: What happens if my loved one received overpayments after their death?
A: If MSERS was not notified promptly and continued to make payments, they would typically request this money be returned. It's best to discuss this directly with MSERS.

Q: What if I can't find my loved one's MSERS account number or Social Security number?
A: If you're unable to find this information, reach out to MSERS. They may be able to locate the account using the deceased's full name and date of birth.