Estate Planning 101

Notifying the Texas Employees Retirement System (ERS) 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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Dealing with the loss of a loved one is emotionally challenging, and the associated administrative tasks can often compound the stress. If your loved one was a recipient of benefits from the Texas Employees Retirement System (ERS), it's important to notify them in a timely manner. This step ensures the cessation of pension payments and provides clarity about potential survivor benefits.

Who Should Be Notified

ERS is a pension provider for state employees in Texas. If your loved one was a state employee and a member of ERS, it's necessary to contact them to inform them of the death. This will halt any ongoing pension payments and allow you to inquire about possible survivor benefits.

When to Notify

You should aim to notify ERS as soon as possible following your loved one's passing. This prompt communication can prevent potential overpayment of benefits and expedite the application process for any survivor benefits.

How to Notify

You can notify ERS about a member's death by calling them at (877) 275-4377. Alternatively, you can send a letter to ERS, Attn: Retirement Processing, P.O. Box 13207, Austin, TX 78711-3207. Make sure to include the member's name, date of birth, date of death, and Social Security number, as well as your own contact information.

What to Expect After Notification

Upon notification, ERS will stop any ongoing pension payments. They will also guide you on the necessary next steps, including any potential survivor benefits for which you might qualify. Survivor benefits will depend on the specific plan your loved one had with ERS.

Tips for Notification

When contacting ERS, it's useful to have all relevant information readily available, including the member's Social Security number, date of birth, and date of death. It's also recommended to keep a record of all interactions with ERS for future reference.

Conclusion

While it's a difficult task amidst a challenging time, notifying ERS after the death of a loved one is an important step. By doing so promptly and with organization, you can help ensure a seamless process, prevent overpayments, and pave the way for any potential survivor benefits.

FAQ

Q: Can I notify ERS online?
A: Currently, ERS does not offer an online option for reporting a death. You must notify them over the phone or by mail.

Q: What if I don't have all the necessary information?
A: If you're missing any information, get in touch with ERS directly. They can provide guidance on how to proceed.

Q: What happens if my loved one received overpayments after their death?
A: If pension payments were made after the member's death because ERS was not notified promptly, ERS will usually request the return of these funds. You should contact them directly to resolve this issue.