Following the loss of a loved one, there are many important tasks to be undertaken, one of which is notifying relevant organizations such as the Montana Public Employee Retirement Administration (MPERA). If the deceased was a Montana public servant, it's crucial to inform the MPERA to discontinue pension payments and discuss potential survivor benefits.
Who Should Be Notified
The MPERA should be notified if your loved one was a public employee in Montana and was receiving or eligible for a pension. This is necessary to halt ongoing pension payments and ascertain any potential benefits for surviving spouses or other beneficiaries.
When to Notify
Notification should be made to the MPERA as soon as possible following the death of your loved one. This helps prevent any overpayment of pension benefits and allows the MPERA to promptly process any changes.
How to Notify
You can notify the MPERA by calling their office at 1-877-275-7372. Be prepared to provide the deceased's Social Security number, and you may need to provide a copy of the death certificate as well.
What to Expect After Notification
Upon notification, the MPERA will generally cease any ongoing payments. They will also inform you about any potential survivor benefits or lump sum payouts based on the terms of the pension plan. These details can vary depending on the specific pension plan.
Tips for Notification
When notifying MPERA, ensure to record all correspondence, including dates and times of phone calls and the names of the representatives you spoke with. This is useful if there are any discrepancies or issues later. If you have any questions or concerns during this process, don't hesitate to ask for clarification.
Conclusion
Notifying the Montana Public Employee Retirement Administration after the passing of a loved one is an important step. It ensures the proper handling of their pension benefits and provides you with information about any potential survivor benefits. By understanding what to expect, you can more effectively navigate this challenging task during a difficult time.
FAQ
Q: Can I notify MPERA online?
A: Currently, the primary method of notifying MPERA of a death is by phone. Consult their website or customer service for any additional methods.
Q: What if I can't find my loved one's Social Security number?
A: If you can't locate the Social Security number, MPERA may be able to find the pension plan details using the deceased's full name and date of birth.
Q: What if the pension payments continue after the death?
A: If payments continue after the death and the MPERA has been notified, contact them again to clarify the situation. There may be a delay in processing the death notification, or there may be survivor benefits that continue the payments.
