Estate Planning 101

Notifying the West Virginia Public Employees Retirement System (WVPERS) 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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Losing a loved one is a challenging time, and part of the process involves notifying various institutions about the death. If your loved one was receiving a pension from the West Virginia Public Employees Retirement System (WVPERS), it is crucial to notify them promptly to stop payments and inquire about any possible survivor benefits.

Who Should Be Notified

The WVPERS should be notified of the death of a retired public employee who was receiving pension benefits. This step ensures the termination of pension payments and allows the system to provide information about any potential survivor benefits.

When to Notify

The WVPERS should be notified as soon as possible after the death of the retiree. This quick action can prevent overpayment of pension benefits that may need to be returned.

How to Notify

To notify the WVPERS of a death, you can call them directly at their office number or send a notification via the mail. You will need to provide the deceased's full name, Social Security number, and date of death. Be prepared to send a copy of the death certificate as well.

What to Expect After Notification

Upon notifying the WVPERS, they will stop the pension payments. If there are survivor benefits or a death benefit associated with the pension, they will provide information on how to apply for these. The specifics will depend on the deceased's plan and any beneficiary designations they made.

Tips for Notification

When notifying the WVPERS, keep a record of all communications, including the date and time of calls or letters. This can be useful for future reference. Don't hesitate to ask questions if you're unsure about the process or need additional information.

Conclusion

While it's a difficult task amidst coping with loss, notifying the WVPERS after the death of a loved one is an important responsibility. It ensures the proper handling of their pension payments and possible survivor benefits, helping to settle their affairs in an orderly manner.

FAQ

Q: What if I don't have the deceased's Social Security number?
A: If you don't have the deceased's Social Security number, you can contact WVPERS for guidance. They may be able to locate the retiree's account with other identifying information.

Q: Can I notify WVPERS online?
A: Currently, WVPERS does not offer an online notification service. You'll need to call or send a notification via mail.

Q: What happens if the pension was overpaid after the retiree's death?
A: If pension benefits were overpaid because WVPERS was not notified promptly, the system typically will seek repayment. It's best to notify them as soon as possible to avoid such situations.