Death Benefit Claim

Firm Name: The name of the firm administering the account.
Program Type: The type of program you are rolling over funds to (e.g., Traditional IRA, Roth IRA).
Account Number: The number of the account.
Account Name: The name of the account.

Claim Death Benefit

Before You Begin

This online feature provides beneficiaries the most efficient and secure way to file a benefit claim with TRS. The claim process includes several steps and may require you to provide documentation to TRS, but rest assured you do not need to complete the online process all at once. If you need to log off before you finish, all information you entered will be saved when you click the "Confirm" button at the end of each step. When you log back in, you can resume the claim process.

Every screen has a "Help" icon in the top right corner. Click that icon to access help organized by topic.

Other Important Information

TRS requires an original death certificate or certified copy to process your death benefit claim; the original death certificate or certified copy must be submitted directly to TRS. You can upload other required documents in this online claim.
You must provide all required documentation to TRS within six months of the date you file your death benefit claim.
Some distribution options (e.g., certain types of rollovers) have requirements that must be met within specific timeframes. Therefore, we urge you to submit your benefit claim as soon as possible to preserve your eligibility for the distribution option you want.
The last four digits of your Claim Code will be displayed in this online feature. Make sure the digits match those in the Claim Code provided in your notification letter; if they don’t match, please contact TRS immediately.
You can read more about TRS death benefits on our website.

Getting Started

Please refer to the notification letter that TRS sent you, containing information about benefits payable to you (and any payments due TRS).

To begin the online claim process, click on "Start Claim." You will see your Claim Status, the deceased member's name, and the total benefit amount due.