{"id":12177,"date":"2024-05-09T12:51:55","date_gmt":"2024-05-09T19:51:55","guid":{"rendered":"https:\/\/utla.net\/?post_type=resources&#038;p=12177"},"modified":"2024-05-09T12:51:55","modified_gmt":"2024-05-09T19:51:55","slug":"what-to-do-when-a-member-passes","status":"publish","type":"resources","link":"https:\/\/utla.net\/es\/resources\/what-to-do-when-a-member-passes\/","title":{"rendered":"What to Do When a Member Passes"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" class=\"wp-block-heading\" id=\"whom-the-beneficiary-must-notify\">Whom the Beneficiary Must Notify<\/h2>\n\n\n\n<p>The Surviving beneficiaries need to notify two agencies:<\/p>\n\n\n\n<p><strong>California State Teachers Retirement System<\/strong>&nbsp;(CalSTRS)&nbsp;or&nbsp;<strong>California Public Employees Retirement System<\/strong>&nbsp;(CalPERS)&nbsp;<\/p>\n\n\n\n<p><strong>LAUSD Benefits Administration&nbsp;<\/strong>or&nbsp;<strong>Independent Charter Benefits Administration<\/strong><\/p>\n\n\n\n<p>Each agency requires a certified copy of the death certificate, in addition to the deceased employee\u2019s name, social security number, and employee number; whether the person was on an active teaching status, retired, disabled or a beneficiary under the option selection; date of death; and name, address and telephone number of a contact person.&nbsp;&nbsp;It is recommended that the family request at least six certified copies of the death certificate.<\/p>\n\n\n\n<p>A Beneficiary Information Questionnaire will be sent to the contact person within five days of the date CalSTRS receives notice of death.\u00a0\u00a0The questionnaire serves as an official\u00a0acknowledgement\u00a0of receipt of notification.\u00a0\u00a0When the completed questionnaire is returned to CalSTRS, it provides them with the most current information on the decedent\u2019s family and estate.\u00a0\u00a0The information is necessary to identify the eligible beneficiaries for various benefits.\u00a0\u00a0Most applications for survivor benefits can be taken over the phone.\u00a0\u00a0CalSTRS usually pays survivor benefits within 45 days of receiving the last required document.\u00a0\u00a0However, payment can be delayed if documentation (such as a marriage license or death certificate) is not received in a timely manner, or because of the absence of a valid beneficiary designation form on file with a current beneficiary address.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" class=\"wp-block-heading\" id=\"beneficiaries-may-be-different\">Beneficiaries May Be Different<\/h2>\n\n\n\n<p>It\u2019s important to note various agencies can only pay benefits to the last beneficiary designated by the\u00a0employee.\u00a0\u00a0These designations may be made at various times throughout the employee\u2019s career and may be different for each benefit.\u00a0\u00a0It is very important that employees take the time to review their beneficiary information so that it reflects their current wishes.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" class=\"wp-block-heading\" id=\"calstrs-and-calpers\">CalSTRS and CalPERS<\/h2>\n\n\n\n<p>The California State Teachers Retirement System provides benefits in accordance with established procedures as designated on the member\u2019s beneficiary statement.&nbsp;&nbsp;These benefits could include a lump sum death benefit and either survivor benefits or retirement benefits, according to the circumstances.&nbsp;&nbsp;A few certificated employees have been members of the California Public Employees Retirement System and may have remained in PERS when they became certificated.&nbsp;&nbsp;This usually is when the employee\u2019s first paid status with LAUSD was as a classified employee.&nbsp;&nbsp;In that event, CalPERS should be the retirement system that is notified.&nbsp;&nbsp;The processing for either system requires about three to five months.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p><span style=\"text-decoration: underline;\">California State Teachers Retirement System\u00a0(CalSTRS)<\/span><\/p>\n\n\n\n<p>Claims Section, Member Services Division<\/p>\n\n\n\n<p>POB 15275-MS 43, Sacramento, CA 95851-0275<\/p>\n\n\n\n<p>(800) 228-5453\u00a0\u00a0<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p><span style=\"text-decoration: underline;\">California Public Employees Retirement System\u00a0(CalPERS)<\/span><\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p>POB 94211, Sacramento, CA 94229-2711<\/p>\n\n\n\n<p>(888) 225-7377\u00a0\u00a0<\/p>\n\n\n\n<p><a href=\"http:\/\/www.calpers.ca.gov\">www.calpers.ca.gov<\/a><\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" class=\"wp-block-heading\" id=\"lausd-benefits-administration\">LAUSD Benefits Administration<\/h2>\n\n\n\n<p>This office needs to be contacted in order for beneficiaries to receive the proceeds of the $20,000 life insurance policy provided for each eligible District certificated employee who dies while in active status.&nbsp;&nbsp;Additionally, if the deceased person was covered by an additional group life insurance policy through LAUSD, this office will initiate that process as well.<\/p>\n\n\n\n<p>If the survivor wants to continue health insurance coverage as an individual, LAUSD can advise on COBRA Continuation Coverage.<\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group\" style=\"padding-top:0;padding-bottom:0\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p><span style=\"text-decoration: underline;\">LAUSD Benefits Administration<\/span><\/p>\n\n\n\n<p>POB 513307, Los Angeles, CA 90051-0298<\/p>\n\n\n\n<p>213\/241-4262; fax 213\/241-4247&nbsp;&nbsp;<\/p>\n\n\n\n<p>benefits@lausd.net<\/p>\n\n\n\n<p>In person: 333 S. Beaudry Ave. Los Angeles, CA 90017<\/p>\n\n\n\n<p><\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" class=\"wp-block-heading\" id=\"lausd-payroll-services\">LAUSD Payroll Services<\/h2>\n<\/div><\/div>\n\n\n\n<p>When a certificated employee on active status dies, several actions are implemented.&nbsp;&nbsp;Of particular concern to beneficiaries is that the law requires any warrant for salary due to the deceased employee, must be sent to the Office of the County Superintendent of Schools before distribution to the proper parties.&nbsp;&nbsp;Once approved by the County, the check is returned to LAUSD for distribution to the employee\u2019s designated beneficiary.&nbsp;&nbsp;Also, if the decedent was an active employee, it is a good idea to check the voluntary payroll deductions section of their last salary warrant.&nbsp;&nbsp;Any organizations for which a deduction is listed should be contacted, especially since it could be for insurance or 403b plans.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p>Contact:<span style=\"text-decoration: underline;\"> LAUSD Payroll Services Salary Delivery Unit<\/span><\/p>\n\n\n\n<p>(213) 241-2921<\/p>\n\n\n\n<p>Los Angeles County Superintendent of Schools<\/p>\n\n\n\n<p>9300 East Imperial Highway<\/p>\n\n\n\n<p>Downey, CA 90242<\/p>\n\n\n\n<p>562\/922-6111<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" class=\"wp-block-heading\" id=\"independent-charter-administration\">Independent Charter Administration<\/h2>\n\n\n\n<p>If the deceased member was employed by an Independent Charter, not affiliated with LAUSD, their administration will need to be contacted.\u00a0<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" class=\"wp-block-heading\" id=\"social-security-administration\">Social Security Administration<\/h2>\n\n\n\n<p>Most UTLA bargaining unit members do not pay into the Social Security System through their employer.\u00a0\u00a0However, some employees may have earned qualifying credits either from previous jobs or second jobs.\u00a0\u00a0Contact the Social\u00a0Security Administration to determine eligibility for benefits: 800\/772-1213.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" class=\"wp-block-heading\" id=\"veterans-administration\">Veterans Administration<\/h2>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p>If the deceased served in the U.S. Armed Forces, contact the Regional Office of the Veteran\u2019s Administration <\/p>\n\n\n\n<p>11000 Wilshire Blvd., Los Angeles, CA 90024<\/p>\n\n\n\n<p>(800) 827-1000<\/p>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" class=\"wp-block-heading\" id=\"contact-the-credit-union\">Contact The Credit Union<\/h2>\n\n\n\n<p>There are two credit unions that UTLA members commonly use.&nbsp;&nbsp;They should be contacted to see if the decedent had any open accounts.<\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p><span style=\"text-decoration: underline;\">California Credit Union<\/span><\/p>\n\n\n\n<p>420 N. Rosenell Terrance<\/p>\n\n\n\n<p>Los Angeles, CA 90026-4996<\/p>\n\n\n\n<p>(213) 484-0127 or (800) 334-8788<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p><span style=\"text-decoration: underline;\">First Financial Federal Credit Union<\/span><\/p>\n\n\n\n<p>POB 1110<\/p>\n\n\n\n<p>West Covina, CA 91790<\/p>\n\n\n\n<p>(800) 537-8491<\/p>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" class=\"wp-block-heading\" id=\"utla-member-benefits\">UTLA Member Benefits<\/h2>\n\n\n\n<p>Active UTLA Members are automatically covered for the following benefits and should contact the below providers for more details.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" class=\"wp-block-heading\" id=\"aft\">AFT&nbsp;<\/h3>\n\n\n\n<p>(800) 238-1133<\/p>\n\n\n\n<p>$5,000 Accidental Death &amp; Dismemberment, Double benefit if occurs while on the job.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" class=\"wp-block-heading\" id=\"cta\">CTA&nbsp;<\/h3>\n\n\n\n<p>(650) 552-5278<\/p>\n\n\n\n<p>$2,000 Death Benefit, $10,000 Accidental Death &amp; Dismemberment, $50,000 AD&amp;D occurs while on the job.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" class=\"wp-block-heading\" id=\"nea\">NEA&nbsp;<\/h3>\n\n\n\n<p>(800) 637-4636<\/p>\n\n\n\n<p>$1,000 Complimentary Life Insurance, up to $5,000 in Accidental Death &amp; Dismemberment (AD&amp;D), $50,000 AD&amp;D occurs on the job, $150,000 Life Insurance unlawful homicide while on job.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" class=\"wp-block-heading\" id=\"pacific-educators\">Pacific Educators&nbsp;<\/h3>\n\n\n\n<p>(800) 722-3365<\/p>\n\n\n\n<p>$1,000 Complimentary Accidental Death Insurance, if death is caused by accident.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" class=\"wp-block-heading\" id=\"if-the-death-was-work-related\">If The Death Was Work Related<\/h2>\n\n\n\n<p>If an active employee\u2019s death was work related, contact:<\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p><span style=\"text-decoration: underline;\">UTLA\u2019s Grievance Coordinator\u00a0<\/span><\/p>\n\n\n\n<p>Carl Joseph<\/p>\n\n\n\n<p>(213) 368-6234\u00a0\u00a0<\/p>\n\n\n\n<p><a href=\"mailto:cjoseph@utla.net\">cjoseph@utla.net<\/a><\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" class=\"wp-block-heading\" id=\"contact-the-utla-membership-office\">Contact The UTLA Membership Office<\/h2>\n\n\n\n<p>Survivors can contact UTLA to review membership records to determine if any additional insurance providers should be contacted by the beneficiary. Please make sure to have the Members LAUSD or UTLA ID.<\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p>UTLA Membership Department<\/p>\n\n\n\n<p>(213) 637-5200\u00a0\u00a0<\/p>\n\n\n\n<p><a href=\"mailto:deceased.inquires@utla.net\">deceased.inquires@utla.net<\/a><\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" class=\"wp-block-heading\" id=\"plan-an-appropriate-remembrance\">Plan An Appropriate Remembrance<\/h2>\n\n\n\n<p>How teachers and support personnel are remembered varies widely from site to site and from person to person.&nbsp;&nbsp;Some sites involve faculty, students, community, and the deceased\u2019s family to plan appropriate memorials.&nbsp;&nbsp;<\/p>\n\n\n\n<p>All teachers and support staff members play a vital part in the development of students and deserve to be remembered.\u00a0\u00a0An appropriate memorial not only honors the person, but it also provides an opportunity for those whose lives were touched to say goodbye.\u00a0\u00a0Whether it\u2019s a memorial service, a scholarship, tree, book, or some other item, it can be a learning experience teaching students valuable lessons about dealing with death and showing respect for the contributions people make in their lives. Survivors can contact UTLA to put a memorial notice in the United Teacher.<\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p>UTLA Communications Department<\/p>\n\n\n\n<p>fax 213\/487-3319&nbsp;&nbsp;<\/p>\n\n\n\n<p><a href=\"mailto:contact@utla.net\">contact@utla.net<\/a><\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<p>The above information can also be downloaded for an easy to access step-by-step guide:\u00a0<strong><a href=\"https:\/\/utla.net\/app\/uploads\/2024\/05\/Preparing-for-the-Unexpected-5.1.24.pdf\">Preparing for the Unexpected<\/a>.\u00a0<\/strong><\/p>\n\n\n\n<p>Any further questions can be directed to the&nbsp;<strong>UTLA Membership Department<\/strong>&nbsp;by calling (213) 637-5200 or emailing&nbsp;<a href=\"mailto:deceased.inquiries@utla.net\">deceased.inquiries@utla.net<\/a>&nbsp;&nbsp;<strong><\/strong><\/p>\n","protected":false},"template":"","issue":[],"group":[],"class_list":["post-12177","resources","type-resources","status-publish","hentry","w-full pb-32"],"acf":[],"_links":{"self":[{"href":"https:\/\/utla.net\/es\/wp-json\/wp\/v2\/resources\/12177","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/utla.net\/es\/wp-json\/wp\/v2\/resources"}],"about":[{"href":"https:\/\/utla.net\/es\/wp-json\/wp\/v2\/types\/resources"}],"version-history":[{"count":6,"href":"https:\/\/utla.net\/es\/wp-json\/wp\/v2\/resources\/12177\/revisions"}],"predecessor-version":[{"id":12196,"href":"https:\/\/utla.net\/es\/wp-json\/wp\/v2\/resources\/12177\/revisions\/12196"}],"wp:attachment":[{"href":"https:\/\/utla.net\/es\/wp-json\/wp\/v2\/media?parent=12177"}],"wp:term":[{"taxonomy":"issue","embeddable":true,"href":"https:\/\/utla.net\/es\/wp-json\/wp\/v2\/issue?post=12177"},{"taxonomy":"group","embeddable":true,"href":"https:\/\/utla.net\/es\/wp-json\/wp\/v2\/group?post=12177"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}