After a Retiree Passes Away

The loss of a retired SCERS member is a difficult time for family and loved ones. SCERS is here to support beneficiaries and eligible survivors by helping to navigate the next steps, reviewing eligibility for benefits, and ensuring the timely processing of any payments due.

What This Section Covers

The sections that follow provide guidance for survivors and beneficiaries:

• How to Report a Death
  Preferred methods for notifying SCERS and what information is needed
• Who Is Eligible for a Survivor Benefit
  How SCERS defines eligible survivors and how that differs from named beneficiaries
• Required Documents and Process Timeline
  What you’ll need to submit and what to expect after notification
• Burial Allowance and Lump-Sum Benefits
  What these benefits include and how they are issued

If you’re a family member, beneficiary, or survivor with questions, please don’t hesitate to contact SCERS. We’re here to help.

What Happens When SCERS Is Notified

Once SCERS receives notice of a retiree’s death, SCERS will:

• Verify the retiree’s account and benefit status
• Contact the appropriate individual(s) (survivor or beneficiary) with instructions
• Review whether continuing monthly benefits or lump-sum payments may be available
• Request supporting documents as needed

Types of Benefits That May Be Payable

Depending on the retiree’s elected payment option and personal circumstances, SCERS may provide:

• A continuing monthly benefit to an eligible survivor (such as a spouse or registered domestic partner)
• A burial allowance death benefit, if applicable
• Final pension payments, if applicable
• A lump-sum payout of any remaining member contributions if no continuance is payable

Each situation is unique. SCERS will review the account to determine which benefits apply and contact the right person(s).