Employer Guide to Death Claims and Benefits Administration
Learn about the process of handling death claims and benefits administration for employees in the fiscal year 2025. Understand the types of death claims, required actions for employers and beneficiaries, and the eligibility criteria for different scenarios. Explore how PEBA receives death notifications and the responsibilities of employers in such situations.
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Presentation Transcript
Death claims: types Retirement Benefits Training Fiscal year 2025
How PEBA receives member death notifications Employers. Family, friends of the deceased. Social Security Administration (SSA). South Carolina Department of Public Health (DPH). Obituaries. Funeral homes. 2
Required actions after a death Employer: Complete Final Payroll Certification Death task on the Task List in EES. View Death of covered employee employer checklist. Beneficiary: Provide PEBA with certified copy of the member s death certificate. Return completed benefit payment forms. Send copies of your Social Security card and current driver s license. 3
Types of death claims Active members Deceased employee was: On covered employer s payroll; and Making contributions. Beneficiaries may be eligible for: Refund of member contributions and interest; Monthly survivor benefit payment; Incidental death benefit payment; and Accidental Death Program benefit (PORS only). Inactive members Deceased employee was: No longer active member; and Not retired on date of death. Beneficiaries may be eligible for: Refund of member contributions and interest; or Monthly benefit payment in some cases. Monthly benefit payment possible if member was eligible for service retirement at time of death. 4
Types of death claims Working retired members Working retiree was: On covered employer s payroll; and Making contributions. Beneficiaries of working retiree may be eligible for: Payment according to retiree s payment option; and Active incidental death benefit. Non-working retired members Beneficiaries of a retiree who was not in service with a participating employer at death may be eligible for: Payment according to retiree s payment option; and Retired member incidental death benefit. 5
Disclaimer This presentation does not constitute a comprehensive or binding representation of the employee benefit programs PEBA administers. The terms and conditions of the employee benefit programs PEBA administers are set out in the applicable statutes and plan documents and are subject to change. Benefits administrators and others chosen by your employer to assist you with your participation in these employee benefit programs are not agents or employees of PEBA and are not authorized to bind PEBA or make representations on behalf of PEBA. Please contact PEBA for the most current information. The language used in this presentation does not create any contractual rights or entitlements for any person. 6
