Required Documents & Process Timeline

After a retiree’s death is reported, SCERS will begin the process of reviewing the account and determining whether any survivor or beneficiary benefits are payable. This section outlines the documents that may be required and what to expect as the process moves forward.

What SCERS Will Do First

Once a death is reported, SCERS will:

  • Verify the retiree’s record and payment option election
  • Review the eligibility of any survivors or beneficiaries
  • Contact the appropriate individuals to request documentation

Commonly Requested Documents

Depending on the type of benefit payable, SCERS may request the following:

  • Certified copy of the death certificate
  • Minor child birth certificate, if applicable
  • Social Security number or Taxpayer Identification Number (TIN)
  • Court orders, if benefits are subject to a Domestic Relations Order

If you are unsure whether a document is required, wait for SCERS to provide instructions. Please do not send original documents unless specifically requested.

Secure Document Submission

When documents are needed, SCERS staff will send a personalized link to the secure file upload system. This secure option allows you to upload the required materials quickly and safely.

  • The link is valid for 48 hours
  • Multiple documents can be submitted in one session
  • No account or special software is required

If you prefer, documents can also be submitted by mail or in person.

Timeline and Next Steps

The process typically moves through the following steps:

  • Notification Received
    SCERS is notified of the retiree’s passing.
  • Account Review
    SCERS confirms retirement option and beneficiary status.
  • Document Request
    SCERS contacts the survivor or beneficiary with instructions and to request supporting documents.
  • Eligibility Determination
    SCERS reviews the submitted materials to confirm benefit eligibility.
  • Benefit Processing
    Applicable benefits (monthly continuance or lump-sum payment) are processed and paid.

Processing times can vary based on the complexity of the account and how quickly documents are received. Most benefits are issued within 45 days of receiving all required materials.