Must any payments be returned to TRS after a member dies?
TRS must receive the following payments before any death benefits can be processed:
- All Qualified Pension Plan (QPP) retirement allowance payments and/or Tax-Deferred Annuity (TDA) Program annuity payments that were cashed or directly deposited after the member’s date of death; uncashed checks must also be returned to TRS.
- An amount representing an overpayment of the member’s QPP retirement allowance; in these cases, the member was in the process of reimbursing TRS for the overpayment.
When you log in to the TRS website to file your benefit claim, the dollar amount owed to TRS and instructions for repayment will be indicated. Your notification letter also provides this information.