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Rule Title: DEATH PAYMENTS, SURVIVOR BENEFITS, AND OPTIONAL RETIREMENT BENEFITS
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Department: ADMINISTRATION
Chapter: PUBLIC EMPLOYEES' RETIREMENT BOARD
Subchapter: Refunds, Distributions, and Adjustments
 
Latest version of the adopted rule presented in Administrative Rules of Montana (ARM):

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2.43.2902    DEATH PAYMENTS, SURVIVOR BENEFITS, AND OPTIONAL RETIREMENT BENEFITS

(1) Upon the death of an active or inactive member, the member's designated beneficiary or statutory beneficiary must submit a certified copy of the member's death certificate and a completed death claim form to MPERA.

(2) Upon the death of a retired member receiving an option 1 benefit, the member's designated beneficiary, or personal representative if no designated beneficiary, must submit a certified copy of the member's death certificate. Completed death claim forms may be required if there are multiple designated beneficiaries or a lump sum payment remains.

(3) Upon the death of a retired member receiving an option 2, 3, or 4 benefit, a contingent annuitant must submit a certified copy of the member's death certificate to MPERA. Once the death certificate is filed with MPERA, the missed payments, if any, will be paid.

(4) If all designated or statutory beneficiaries predecease the member, the member's personal representative or next of kin as defined in 19-2-802, MCA, must submit the required documents.

(5) If all designated or statutory beneficiaries renounce their interest in their payment rights, a contingent beneficiary or other identified payment recipient may submit the required documents.

(6) Upon receipt of the required documents, MPERA will advise the beneficiary or contingent annuitant of the benefits available.

(7) Contact MPERA to obtain a death claim form.

History: 19-2-403, MCA; IMP, 19-2-801, 19-3-1201, 19-5-801, 19-5-802, 19-6-901, 19-6-902, 19-6-903, 19-7-901, 19-8-1001, 19-8-1002, 19-8-1003, 19-9-1101, 19-9-1102, 19-13-902, 19-13-903, MCA; Eff. 12/31/72; AMD, 1986 MAR p. 1454, Eff. 8/29/86; AMD, 2001 MAR p. 1834, Eff. 9/21/01; AMD& TRANS, from ARM 2.43.604, 2008 MAR p. 2467, Eff. 12/01/08; AMD, 2013 MAR p. 830, Eff. 5/24/13.


 

 
MAR Notices Effective From Effective To History Notes
2-43-477 5/24/2013 Current History: 19-2-403, MCA; IMP, 19-2-801, 19-3-1201, 19-5-801, 19-5-802, 19-6-901, 19-6-902, 19-6-903, 19-7-901, 19-8-1001, 19-8-1002, 19-8-1003, 19-9-1101, 19-9-1102, 19-13-902, 19-13-903, MCA; Eff. 12/31/72; AMD, 1986 MAR p. 1454, Eff. 8/29/86; AMD, 2001 MAR p. 1834, Eff. 9/21/01; AMD& TRANS, from ARM 2.43.604, 2008 MAR p. 2467, Eff. 12/01/08; AMD, 2013 MAR p. 830, Eff. 5/24/13.
2-43-403 12/1/2008 5/24/2013 History: 19-2-403, MCA; IMP, 19-2-801, 19-3-1201, 19-5-801, 19-5-802, 19-6-901, 19-6-902, 19-6-903, 19-7-901, 19-8-1001, 19-8-1002, 19-8-1003, 19-9-1101, 19-9-1102, 19-13-902, 19-13-903, MCA; Eff. 12/31/72; AMD, 1986 MAR p. 1454, Eff. 8/29/86; AMD, 2001 MAR p. 1834, Eff. 9/21/01; AMD & TRANS, from ARM 2.43.604, 2008 MAR p. 2467, Eff. 12/1/08.
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