Kentucky Administrative Regulations › Title 105 - KENTUCKY PUBLIC PENSION AUTHORITY › Chapter 1 - General Rules › Section 105 KAR 1:240 - Death after retirement procedures

Current through Register Vol. 51, No. 1, July 1, 2024
RELATES TO:
				KRS
				16.645(10), (29),
				61.623,
				61.630,
				78.545(16),
				(40)
NECESSITY, FUNCTION, AND CONFORMITY:
				KRS
				61.645(9)(e) authorizes the
				Board of Trustees of Kentucky Retirement Systems to promulgate all
				administrative regulations necessary or proper in order to carry out the
				provisions of
				KRS
				61.515 to
				61.705,
				16.510
				to
				16.652,
				and
				78.520
				to
				78.852.
				This administrative regulation establishes the procedures for issuance of
				benefits when the death of the recipient is after the member's
				retirement.
Section 1. After learning
			 of the death of a recipient, the retirement system shall contact the named
			 beneficiary or estate of the deceased.
Section
			 2. The following information shall be required before benefits
			 shall be paid:
(1) A copy of the recipient's
			 death certificate. If the death certificate shows the cause of death to be
			 homicide or the subject of a pending investigation, the retirement office may
			 also require additional evidence relating to the cause of death or
			 investigations and arrests by enforcement agencies and may delay benefits until
			 the cause of death is fully explained;
(2) If there is a benefit payable to a
			 beneficiary and the beneficiary is deceased, a copy of the beneficiary's death
			 certificate;
(3) If the beneficiary
			 is a minor child, a copy of the child's birth verification and a Form 6110,
			 Affidavit of Authorization to Receive Funds on Behalf of Minor. If the minor
			 child has a court appointed guardian or conservator and the court appointed
			 guardian or conservator completed the Form 6110, Affidavit of Authorization to
			 Receive Funds on Behalf of Minor, the guardian or conservator shall submit a
			 copy of the court order appointing the guardian or conservator;
(4) If the beneficiary is divorced from the
			 recipient, a copy of the divorce decree;
(5) If the beneficiary is the surviving
			 spouse of the deceased member and the spouse elects a direct rollover or direct
			 payment of an actuarial refund, refund of contributions, or $5,000 Death
			 Benefit, a Form 6025, Direct Rollover/Direct Payment Election Form for a Member
			 or a Spouse Beneficiary of an Eligible Rollover Distribution; and
(6) If the beneficiary is not the surviving
			 spouse of the deceased member and the nonspouse beneficiary elects a direct
			 rollover or direct payment of an actuarial refund, refund of contributions, or
			 $5,000 Death Benefit, a Form 6026, Direct Rollover/Direct Payment Election Form
			 for a Non-Spouse Beneficiary of an Eligible Rollover Distribution.
(7) If the payments are due to an estate, a
			 copy of the court order appointing the executor, administrator, or personal
			 representative of the estate, or a copy of the court order dispensing with
			 formal administration of the estate on which the payments due the estate are
			 listed.
(8) The beneficiary or
			 authorized individual shall sign a Form 6810, Certification of Beneficiary,
			 provided by the retirement system.