Stopping Payments When a Retiree Dies

You use the Payee Payment Schedule page to stop payments to a retiree who dies. You do this by changing the Payment Status field value to Stopped.

You need to record tax, direct deposit, and deduction information on the Identify Payment-Related Info page.

You may need to make a partial payment for the month of death, recover overpayments for time since the death, and adjust the payee's balances to reflect any recovered money so that the amount does not appear on the payee's 1099-R. You do this on the Make One-Time Adjustments page.

The following table summarizes the actions you perform to stop a retiree's payments:

Task	Page	Navigation
Stop retiree's payments.	Payee Payment Schedule	Pension, Payments, Request Payment Schedule, Payee Payment Schedule
Record tax, direct deposit, and deduction information.	Identify Payment-Related Info	Pension, Payments, Identify Payment-Related Info, Identify Payment-Related Info
Adjust payments or balance adjustments.	Make One-Time Adjustments	Pension, Payments, Make One Time Adjustment, Make One-Time Adjustments