RELATES TO:
KRS
161.520
NECESSITY, FUNCTION, AND CONFORMITY:
KRS
161.310 requires the Board of Trustees of the
Teachers' Retirement System (TRS) to promulgate administrative regulations for
the administration of funds of the retirement system.
KRS
161.520(8) requires the
board to promulgate administrative regulations for the administration of
survivor's benefits for a deceased member's spouse, dependent parent or
dependent sibling.
KRS
161.520(7) provides that the
board may require application for survivor's benefits. This administrative
regulation establishes the guidelines for applying for survivor's
benefits.
Section 1.
(1) If a deceased member's survivor meets the
requirements set forth in
KRS
161.520(1), (4), or (5), an
Application for Survivor Benefits form may be filed and shall include a
photocopy of:
(a) The survivor's signed
Social Security card;
(b) The
survivor's certified birth certificate; and
(c) The deceased member's certified death
certificate.
(2) If the
survivor is a dependent parent or dependent adult sibling, the application
shall also include a copy of the most recent Federal Income Tax Return listing
the parent or sibling as a dependent.
(3) If the survivor is the deceased member's
spouse, the application shall also include a copy of the parties' certified
marriage certificate.
(4) If the
application is approved, the survivor's monthly payment shall continue until
one (1) of the conditions for termination of benefits in
KRS
161.520(6) is met.
(5) If the surviving spouse or legal
dependent meets the requirements of
KRS
161.525, he or she may elect to receive an
actuarially equivalent annuity. The annuity shall be calculated, processed, and
disbursed in accordance with the provisions of
KRS
161.525.
(6) Payments shall not be made until all
required information, documents, and completed forms are received at the
retirement system office.
Section
2. Incorporation by Reference.
(1) The "Application for Survivor Benefits"
Form 15, January, 2019 is incorporated by reference.
(2) This material may be inspected, copied,
or obtained, subject to applicable copyright law, at Teachers' Retirement
System, 479 Versailles Road, Frankfort, Kentucky 40601, Monday through Friday,
8 a.m. to 5 p.m.
