Transcript
Page 1: A STEP-BY –STEP GUIDE TO SURVIVORS’ …...Eastern Illinois University Annuitants Association Chapter A STEP-BY –STEP GUIDE TO SURVIVORS’ ASSISTANCE :KHQ D ORYHG RQH LV ORVW

Eastern Illinois University Annuitants Association Chapter A STEP-BY –STEP GUIDE TO SURVIVORS’ ASSISTANCE :KHQ�D�ORYHG�RQH�LV�ORVW��LW�LV�D�YHU\�GLIILFXOW�WLPH�IRU�D�VSRXVH�WR�KDYH�WR�PDNH�GHFLVLRQV��JDWKHU�GRFXPHQWV��DQG�FRPSOHWH�IRUPV��7KLV�GRFXPHQW�KDV�EHHQ�SUHSDUHG�WR�KHOS�VSRXVHV��IDPLO\��DQG�IULHQGV�ZKHQ�WKH�GHDWK�RI�D�6856�PHPEHU�RFFXUV��5HPHPEHU��6856�UHSUHVHQWDWLYHV�DUH�LQIRUPDWLYH��FDULQJ�DQG�SDWLHQW�DQG�DUH�DYDLODEOH�0RQGD\�LGD\�IURP�����������WR�SURYLGH�DVVLVWDQFH�E\�SKRQH��)U

�7KH�IROORZLQJ�LQIRUPDWLRQ�FRQFHUQLQJ�6XUYLYRUV�EHQHILWV�ZLOO�UHIHU�DOPRVW�H[FOXVLYHO\�WR�6856�PHPEHUV�XQGHU�WKH�7UDGLWLRQDO�%HQHILW�3ODQ�LQ�ZKLFK�DOO�PHPEHUV�ZHUH�DXWRPDWLFDOO\�HQUROOHG�SULRU�WR������DQG�ZKLFK�ZDV�RQH�RI�WKH�WKUHH�UHWLUHPHQW�RSWLRQV�DIWHU�WKDW�GDWH���7KH�RWKHU�WZR�DUH�WKH�3RUWDEOH�%HQHILW�3ODQ�DQG�WKH�6HOI�0DQDJHG�3ODQ���7KH�LQIRUPDWLRQ�FRQFHUQLQJ�WKH�DFWLRQV�WR�EH�WDNHQ�ZKHQ�WKH�GHDWK�RI�D�6856�DQQXLWDQW�RFFXUV�LV�WKH�VDPH�IRU�DOO�WKUHH�SODQV���7KRXJK�RQO\�6856�ZLOO�EH�XVHG�WKURXJKRXW�WKLV�GRFXPHQW��QRWH�WKDW�LI�RQH�KDV�D�UHFLSURFDO�DQQXLW\�ZLWK�DQ\�RI�WKH�RWKHU�SDUWLFLSDWLQJ�6WDWH�RI�,OOLQRLV�5HWLUHPHQW�6\VWHPV��H�J��6WDWH�7HDFKHUV�5HWLUHPHQW�6\VWHP�6756�RU�6WDWH�(PSOR\HHV�5HWLUHPHQW�6\VWHP�6(56���WKH�VDPH�LQIRUPDWLRQ�UHTXLUHG�E\�6856�PD\�DOVR�EH�UHTXLUHG�E\�WKH�RWKHU�UHWLUHPHQW�RIILFHV���:KR�LV�HOLJLEOH�WR�UHFHLYH�D�VXUYLYRU�EHQHILW"��,Q�WKH�7UDGLWLRQDO�3ODQ��WKH�ODZ�OLVWV�WKH�IROORZLQJ�DV�HOLJLEOH�VXUYLYRUV���

x 0HPEHU¶V�VSRXVH��GRHV�QRW�LQFOXGH�H[�VSRXVHV��FRPPRQ�ODZ�VSRXVHV�RU�WKRVH�QRW�OHJDOO\�PDUULHG��ZKR�LV��D��DW�OHDVW�DJH����RU�ROGHU�DQG�PDUULHG�WR�D�PHPEHU�DW�OHDVW���\HDU�EHIRUH�PHPEHU¶V�GHDWK�RU��E��KDV�LQ�KLV�RU�KHU�FDUH�XQPDUULHG�FKLOGUHQ�XQGHU����RU�XS�WR�DJH����LI�IXOO�WLPH�VWXGHQW�RU�PHPEHU¶V�GLVDEOHG�FKLOGUHQ����RU�ROGHU�LI�GLVDEOHG�SULRU�WR�DJH�������,I�HOLJLEOH�VSRXVH�LV�XQGHU�DJH����DW�WLPH�RI�PHPEHU�GHDWK��WKH�PRQWKO\�VXUYLYRU�EHQHILW�ZLOO�EHJLQ�ZKHQ�VSRXVH�UHDFKHV�DJH�������

�x 8QPDUULHG�FKLOG�UHQ��XQGHU�DJH����RU�XS�WR�DJH����LI�IXOO�WLPH�VWXGHQW��

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:KDW�VKRXOG�EH�GRQH�ZKHQ�WKH�GHDWK�RI�D�6856�DQQXLWDQW�RFFXUV"��,PPHGLDWHO\�FRQWDFW�6856�����������������6856�ZLOO�DFFHSW�UHSRUWV�RI�GHDWK�E\�PDLO��SKRQH��RU�ID[���5HSRUW�RI�'HDWK�LV�QRZ�DXWRPDWHG��2QFH�UHSRUW�LV�WDNHQ�RQ�WKH�FRPSXWHU�V\VWHP�LW�LV�VHQG�LQVWDQWO\�WR�DOO�WHDPV�ZKR�XVH�WKH�5HSRUW�RI�'HDWK�WR�HVWDEOLVK�VXUYLYRUV¶�EHQHILWV� SURS handles claims both for its own benefits and as an administrator for State of Illinois Health and Life Insurance. :KLOH�\RX�DUH�RQ�WKH�SKRQH�WKH�6856�0HPEHU�6HUYLFH�5HSUHVHQWDWLYH��065��ZLOO�DVN�TXHVWLRQV�WR�FRPSOHWH�UHOHYDQW�LQIRUPDWLRQ�RQ�WKH�DWWDFKHG�)RUP��� ���$�ZKLFK�PDLQO\�DUH�WKH�IROORZLQJ��

x 0HPEHU¶V�QDPH�DQG�6RFLDO�6HFXULW\�1XPEHU���

x 'DWH�RI�'HDWK���

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� 7R�YLHZ�RU�SULQW�D�)RUP�LQ�WKH�GRFXPHQW��FOLFN�RQ�WKH�)RUP��DQG�WKHQVHOHFW�&XUUHQW�3DJH�IURP�WKH�SULQW�PHQX�� 1

Page 2: A STEP-BY –STEP GUIDE TO SURVIVORS’ …...Eastern Illinois University Annuitants Association Chapter A STEP-BY –STEP GUIDE TO SURVIVORS’ ASSISTANCE :KHQ D ORYHG RQH LV ORVW

+RZHYHU��VRPH�RI�WKLV�LQIRUPDWLRQ�LV�DOUHDG\�LQ�WKH�V\VWHP�XQGHU�PHPEHU¶V�QDPH�DQG�VRFLDO�VHFXULW\��6856�FDQQRW�JLYH�DQ\�LQIRUPDWLRQ�SHUWDLQLQJ�WR�D�PHPEHU¶V�DFFRXQW�WR�DQ\RQH�EXW�WKH�VXUYLYRU�V��RU�EHQHILFLDU\��LHV��WKHPVHOYHV���7KLV�LQFOXGHV�LQIRUPDWLRQ�DERXW�WKH�EHQHILFLDU\�GHVLJQDWLRQ�DQG�EHQHILW�DPRXQWV� Also the death of one who was eligible for Social Security and/or Medicare must be reported to the Social Security Administration during business hours at 1-800-772-1213.��:KDW�ZLOO�6856�GR�ZKHQ�D�UHSRUW�RI�PHPEHU�GHDWK�LV�UHFHLYHG"��,Q�WKH�7UDGLWLRQDO�3ODQ��TXDOLI\LQJ�VXUYLYRUV�ZLOO�UHFHLYH���$��������OXPS�VXP�VXUYLYRU�SD\PHQW�LI�6856�KDV�WKH�VXUYLYRU�V�¶�ELUWK�GDWH�DQG�6RFLDO�6HFXULW\�QXPEHU���7KLV�SD\PHQW�ZLOO�EH�PDGH�DV�TXLFNO\�DV�SRVVLEOH�DIWHU�UHFHLYLQJ�WKH�QRWLFH�RI�PHPEHU�GHDWK�XVXDOO\�ZLWKLQ�D�ZHHN���3D\PHQW�ZLOO�EH�GLYLGHG�DPRQJ�DOO�HOLJLEOH�VXUYLYRUV���$QG��:LWKLQ����GD\V�RI�UHFHLYLQJ�WKH�UHSRUW�RI�GHDWK��6856�ZLOO�VHQG�DQ�H[SODQDWLRQ�OHWWHU��VLPLODU�WR�DWWDFKHG�)RUP�$��H[SODLQLQJ�WKH�EHQHILWV�WKDW�DUH�SD\DEOH�WR�WKH�VXUYLYRU�V��DORQJ�ZLWK�DOO�RI�WKH�QHFHVVDU\�IRUPV�WR�FRPSOHWH�DQG�UHWXUQ���,Q�WKH�7UDGLWLRQDO�%HQHILW�3DFNDJH�WKHUH�DUH�WZR�W\SHV�RI�EHQHILWV�WKDW�PD\�EH�SDLG�DIWHU�GHDWK�RI�D�6856�0HPEHU��6XUYLYRU�%HQHILWV�RU�'HDWK�%HQHILWV��$�VXUYLYRU�EHQHILW�LV�SDLG�DV�D�PRQWKO\�DPRXQW�WR�D�TXDOLI\LQJ�VXUYLYRU�IRU�OLIHWLPH��7KH�GHDWK�EHQHILW�LV�XVXDOO\�SDLG�LQ�D�OXPS�VXP�WR�VRPHRQH�6856�PHPEHU�KDV�GHVLJQDWHG�EHQHILFLDU\�ZKR�PD\�RU�PD\�QRW�EH�D�IDPLO\�PHPEHU���7KLV�H[SODQDWLRQ�OHWWHU�ZLOO�OLVW�WKH�OLIH�WLPH�PRQWKO\�EHQHILW�WKDW�WKH�VXUYLYRU�PD\�UHFHLYH�RU�WKH�OXPS�VXP�GHDWK�EHQHILW��QRW�ERWK��'HDWK�%HQHILW�LV�HTXDO�WR�WKH�WRWDO�PRQWKO\�������RI�*URVV�6DODU\��6856�PHPEHU�UHWLUHPHQW�FRQWULEXWLRQV�SOXV�LQWHUHVWV��3OXV����RI�VXUYLYRU�EHQHILW���+RZHYHU��UHWLUHHV�XVXDOO\�H[KDXVW�WKHLU�FRQWULEXWLRQV�DQG�LQWHUHVW�ZLWKLQ���RU���\HDUV�RI�UHWLUHPHQW��6856�OHWWHU�PD\�DOVR�LQFOXGH�RWKHU�SRVVLEOH�RSWLRQV�DORQJ�ZLWK�WKH�IRUPV�QHHGHG�WR�DSSO\�IRU�EHQHILWV��$IWHU�GHDWK�RI�D�6856�PHPEHU��WKH�6XUYLYRU��DV�D�QHZ�6856�PHPEHU��ZLOO�KDYH�WKH�VDPH�EHQHILWV�DV�WKH�GHFHDVHG�PHPEHU���:KDW�GRFXPHQWDWLRQ�PXVW�D�VXUYLYRU�SURYLGH�6856�XSRQ�WKH�GHDWK�RI�D�PHPEHU"��6856�ZLOO�VHQG�WKH�IRUPV�UHTXLUHG�IRU�HDFK�SDUWLFXODU�VLWXDWLRQ���7KH�IROORZLQJ�DUH�VRPH�RI�WKH�IRUPV�6856�PD\�VHQG�WR�WKH�VXUYLYRU�WR�FRPSOHWH�DQG�UHWXUQ�LQ�RUGHU�WR�HVWDEOLVK�DOO�RI�WKH�DSSOLFDEOH�VXUYLYRUV�DQG�EHQHILFLDULHV�EHQHILWV��8VXDOO\��RQO\�D�IHZ�RI�WKHVH�IRUPV�ZLOO�DSSO\�LQ�LQGLYLGXDO�FDVHV��7R�H[SHGLWH�SURFHVVLQJ�RI�D�FODLP�WKH�IRUPV�PDLOHG�E\�6856�VKRXOG�EH�UHWXUQHG�LPPHGLDWHO\: :H�VXJJHVW�WKDW�DQQXLWDQW�FRPSOHWH�DV�PXFK�SHUWLQHQW�LQIRUPDWLRQ�DV�SRVVLEOH�QRZ�RQ�WKH�UHOHYDQW�IRUPV�DQG�NHHS�LQ�D�ILOH�WR�EH�XVHG�DIWHU�WKH�GHDWK�RI�WKH�6856�PHPEHU��:H�DOVR�VXJJHVW�WKDW�DQQXLWDQW�SURYLGH�LQIRUPDWLRQ�WR�WKH�VXUYLYRUV�DQG�EHQHILFLDULHV�ZKHUH�WKH�UHOHYDQW�LPSRUWDQW�GRFXPHQWV�RU�YDOXDEOHV�DUH�ORFDWHG�DQG�WKH�NH\V��SDVVZRUGV��DQG�RU�FRPELQDWLRQV�QHFHVVDU\�WR�JDLQ�DFFHVV���7KLV�LQFOXGHV�QRW�MXVW�WKH�VDIH�GHSRVLW�ER[�DQG�RU�WKH�KRPH�ILOH�FDELQHW��EXW�DFFHVV�WR�FRPSXWHU�UHFRUGV��DQG�ZKLFK�KDUGZDUH�VRIWZDUH�FDQ�UHDG�ZKLFK�ILOH�� SURS�0HPEHU�6HUYLFH�5HSUHVHQWDWLYHV�ZLOO�KHOS�\RX�LQ�FRPSOHWLQJ�WKHVH�IRUPV�ZKHWKHU�\RX�PDNH�DQ�DSSRLQWPHQW�WR�WDON�WKHP�LQ�SHUVRQ�DW�WKHLU�RIILFH�LQ�&KDPSDLJQ�RU�PXFK�PRUH�SUHIHUUHG�RQ�WKH�WROO�IUHH�����SKRQH�QXPEHU��������������������

x Application for Widow’s or Widower’s Survivor Benefit (Form #2)

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x Application for Child’s Survivor Benefit (Form #3) x Application for Dependent Parent’s Survivor Benefit (Form #4) x Full-Time Student Certification (Form #5) x Election for Federal Income Tax Withholding (Form W-4P) Form #6 x Bank Authorization for Recurring Payments (Form #7) x Agreement to Hold or Use Payments for the Benefit of a Minor, Disabled Child and or Student

(Form #8) If the Survivor decides to take the Lump Sum Death Benefit (if there are member’s contributions and interest left in the account), instead of lifetime monthly survivor benefit the following documents will be needed instead of those listed above. x Application for Death Benefit (Instead of Lifetime Monthly Survivor Benefit) Form #9 x Waiver of Survivors Insurance Benefits (Form #10) x Certified Copy of Death Certificate from Funeral Director

The following documents must also be provided to SURS:

x Proof of Birth Date for all qualifying Survivors if copies are not already on file; x Copy of Marriage Certificate for a qualifying Spouse if copy is not already on file; x Certified Copy (Raised or Multicolored Seal) of Death Certificate (Get at least 6 Certified Death

Certificates from Funeral Home Director in case you need them for other Benefits)

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Once more, it is highly recommended that the following Forms be on file with SURS prior to member’s death

1-Updated beneficiary forms, complete with current addresses

of all beneficiaries (Note: SURS needs a beneficiary form to be

completed for the SURS Death Benefit. Minnesota life also

needs a beneficiary form completed on file with them for Life

Insurance (if applicable);

2-A copy of the member’s birth certificate;

3-A copy of Birth certificate of all survivor(s)-spouse, civil, civil

union partner, minor or disabled children, and/or income

dependent parents;

4-A copy of the marriage/civil union certificate or dissolution of marriage papers;

5- Copies of power of attorney forms, adoption papers, and/or guardianship papers;

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