Death of Designated Beneficiary

"For death begins with life's first breath
And life begins at the touch of death"
--John Oxenham

The passing of a loved one is perhaps the most arduous event in life. No one should have to grieve alone. At this time of a loss it is important to surround yourself with your personal support group who can help console and counsel you at this time. Your personal support group includes family, friends, coworkers, neighbors, and your religious community. In some cases you may wish to seek the guidance of a professional counselor. In coming to terms with your loss, you will take some time to recollect your loved one. You can appreciate the blessings that their presence brought to your life, even if the time they could stay with you seems to have ended too soon.

"Nothing is so strong as gentleness and
nothing is so gentle as real strength"
--Ralph W. Sockman

With the support of your family and friends you will be able to gather the strength to complete the necessary logistics of dealing with the details which must be faced by the survivors.

Plan Checklist

  • In the event of the death of someone you had selected as a beneficiary, you will need to change your designation of beneficiary. If you are already retired, you should call the Trust Office to get the appropriate form to change your Pension Plan beneficiary.
  • If the participant was already retired before the designated beneficiary's death, benefits to the participant may change depending upon the form in which the pension had been taken. See the discussion regarding the Pop-Up Benefit in the Retirement SPD.

Also Consider...

If you have any questions on this topic, contact the Fund Office.

 
 

Additional Information:

Health & Security SPD

Retirement SPD