A family member, beneficiary, or caregiver must
immediately notify PERS of the death of a member.
PERS will ask them to provide the date of death, city and state where the death occurred, a photocopy of the
long-form death certificate (which lists the cause of death), and their contact information.
Swift notification is key to stopping benefit payments and preventing overpayments. Beneficiaries may be required to
repay PERS for any overpayments.
Processing death benefits typically can take one to two months. Processing delays can be avoided if members keep
their
beneficiary designations up to date.
If the PERS member participated in the
PERS Health Insurance Program (PHIP) or the
Oregon Savings Growth Plan (OSGP), these entities will
need to be notified as well.
Membership type and the timing of a PERS member’s death can impact the death benefits
available to beneficiaries.
PERS membership types are Tier One, Tier Two, or Oregon Public Service Retirement Plan
(OPSRP).
Criteria for who is in which plan can be found on our
Tier One/Tier Two
and OPSRP overview pages.
Timing refers to whether a member died before or after retirement. Preretirement death
benefits also are impacted by whether the member had reached their earlier retirement
eligibility date.
Read our Member Death webpages for more detailed information:
When PERS learns of a member’s death, the agency attempts to contact all beneficiaries.
Sometimes PERS is unable to locate any beneficiaries.
Learn more about what happens in these situations — especially if you think you may be
entitled to a deceased member’s remaining benefits — on our
Unclaimed Deceased Member Benefits
page.