Following the loss of a loved one, there are several responsibilities that must be attended to, including notifying relevant organizations like pension providers. If your loved one had a pension with Thrivent Financial for Lutherans, this guide will aid you in understanding the process of notification.
Who Should Be Notified
Thrivent Financial for Lutherans is a not-for-profit, Fortune 500 organization that provides financial planning and wealth management solutions for Lutherans. If your loved one had a pension with Thrivent, it's crucial to notify them to cease payments and to determine any potential death benefits.
When to Notify
You should contact Thrivent as soon as possible following your loved one's death. This will aid in preventing any overpayments and will allow you to initiate the process of claiming any potential death benefits promptly.
How to Notify
To notify Thrivent of the death, you can call their customer service line at 1-800-847-4836. Be prepared to provide the deceased's full name, date of birth, and policy number. You will also likely need to provide a certified copy of the death certificate, which can be mailed to Thrivent's main office.
What to Expect After Notification
After notifying Thrivent, they will walk you through the steps required to stop the pension and claim any death benefits. This may involve completing claim forms and providing further details about the deceased's pension plan. The process may take several weeks, so it's crucial to begin as soon as possible.
Tips for Notification
Maintain a record of all interactions with Thrivent, including dates, times, and the names of any representatives you speak with. Also, keep copies of all paperwork sent to Thrivent, and consider sending any mail via certified mail to confirm delivery.
Conclusion
While notifying pension providers like Thrivent Financial for Lutherans can seem daunting, it is a necessary step following the death of a loved one. By understanding the process and acting promptly, you can ensure a smooth transition and secure any benefits your loved one may have arranged.
FAQ
Q: Can I notify Thrivent online?
A: Currently, Thrivent does not have an online process to report a death. You must call them or send them a letter.
Q: What if I don't have my loved one's policy number?
A: Thrivent can usually locate the policy using the deceased's full name and date of birth, but having the policy number can speed up the process.
Q: What if my loved one received overpayments after their death?
A: If Thrivent was not notified promptly and continued to make payments, they will typically request a refund. It's best to notify them as soon as possible to avoid overpayment situations.
