Estate Planning 101

Notifying the North Dakota Public Employees Retirement System (NDPERS) 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 is a difficult time, filled with many responsibilities. One of the crucial tasks is notifying pension providers, such as the North Dakota Public Employees Retirement System (NDPERS), to stop pension payments and discuss potential survivor benefits. This step is essential in handling the deceased's financial affairs.

Who Should Be Notified

NDPERS, which handles pension plans for public employees in North Dakota, should be promptly informed of the death of a retiree. This is necessary to stop the pension payments and to prevent any issues with overpayments.

When to Notify

It is important to notify NDPERS as soon as possible after the death of your loved one. Prompt notification will help avoid any complications arising from overpayment of pension benefits.

How to Notify

You can report the death to NDPERS by calling their customer service number at 1-800-803-7377. They will likely require a copy of the death certificate, so have this document ready.

What to Expect After Notification

Once NDPERS is notified of the death, they will stop the retiree's pension payments. If the deceased was enrolled in the Survivor Benefits Plan, NDPERS will guide you through the process of transferring these benefits to the eligible beneficiary. They will provide necessary forms and instructions to help you navigate this process.

Tips for Notification

When notifying NDPERS, ensure you have relevant information such as the deceased's full name, Social Security number, and NDPERS member ID number. Keep copies of all correspondence and note the dates and times of any phone calls for future reference.

Conclusion

While navigating the loss of a loved one, handling administrative tasks such as notifying the pension provider can be challenging. However, by understanding the process and what to expect, you can complete this task efficiently, ensuring all financial matters are handled appropriately.

FAQ

Q: Can I notify NDPERS online?
A: At this time, NDPERS does not offer an online death notification service. You must call their customer service line or notify them by mail.

Q: What if I can't find my loved one's NDPERS member ID number?
A: If you don't have the member ID number, NDPERS should be able to locate the retiree's account using their full name and Social Security number.

Q: What happens to the pension after the retiree's death?
A: In most cases, the pension payments stop. If the retiree had a Survivor Benefits Plan, these benefits may be transferred to an eligible beneficiary.