Losing a Loved One

Whether expected or unexpected, the death of a loved one creates a wide range of emotions and life changes that have to be addressed. As you begin to get your loved one's financial affairs in order, one of the first things you should do is review his or her benefits package. You should also make whatever changes are necessary to your own benefits. This section provides you with information that can help you confront some of the emotional and financial issues involved with the passing of a loved one.
 
Event Checklist
 
  • Remove from Benefit Plans

Remove dependent from Santa Clara VTA's Benefit plans within 60 days of passing. Contact the Benefits Department for information on what paperwork is necessary to accomplish this.

  • What Should I know about Social Security and VA Benefits?
Social Security:
Contact your nearest Social Security office for information on survivor benefits. A deceased person's spouse, minor children, or even divorced spouse, are sometimes entitled to benefits. However, Social Security laws change frequently so check with your local Social Security office, or call (800) 772-1213 for additional information.
Be prepared to provide:

- The death certificate (or a certified copy)

- The Social Security number of the deceased

- The decedent's latest W-2 form or tax return

- The name and address of the decedent's employer

- Social Security numbers of spouse and minor children

- Birth certificates of spouse and minor children

- Marriage certificate

- Divorce papers, if applicable

Veterans Administration:
For assistance in filing claims for veterans and survivor benefits, counseling or emergency financial assistance, contact:

Disabled American Veterans
P.O. Box 14301
Cincinnati, OH 45250-0301
(606) 441-6300

For information on military funerals, contact:

Veterans of Foreign Wars
VFW Memorial Building
200 Maryland Avenue, NE
Washington, DC 20002
(202) 543-2239 

Contact the HR Department - Benefits Unit for a Benefit Change/Enrollment Form, WITHIN 60 DAYS OF THE QUALIFYING EVENT, to update your benefit information.