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)
Copy of trust agreement (if payable to a trust)
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.