Claim Procedure

Death of Annuitant

Upon the death of the annuitant the survivor should immediately notify SURS of survivors’ and/or beneficiaries names, addresses, phone numbers, birth dates, and social security numbers.

Within 7 – 10 days after SURS is notified of the death of an annuitant, SURS will send the survivor or beneficiaries a quote letter and forms. To expedite processing of a claim, the following forms mailed by SURS should be returned immediately:

• Application for Widow's or Widower's Survivor Benefit
• Certified copy of the death certificate (obtain ample copies from the funeral director)
• Certified copy of the death certificate for any primary beneficiaries
• Certified copy of the Letters of Office or Letters of Administration (if payable to estate)
• Certified copy of the Letters of Office or Letters of Administration (if payable to estate)
• Agreement to Hold or Use Payments for the Benefit of a Minor (if payable to a minor child)

Death of Spouse

Upon the death of a spouse the annuitant should contact SURS immediately to report the death.