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What should I do when an employee passes away?
What should I do when an employee passes away?
Updated over a week ago

First and foremost, we extend our sincerest condolences for your loss. We understand this is a difficult time for you and the employee’s loved ones, and we aim to make this process as smooth as possible.

The first step as the plan administrator is to update the deceased participant’s status to “Dismissed” in payroll. You can find more information on how to do so here.

Additionally, Guideline will need the contact information for the participant’s beneficiary. If the participant has not designated a beneficiary, the default beneficiaries are as follows:

  1. Surviving spouse

  2. Children, per stirpes

  3. Parents, equal shares

  4. Estate

See the Summary Plan Description for more information.

Any contact information you have for the participant’s family will also be helpful. Feel free to share this helpful on how beneficiaries can claim funds for a participant who passed away.



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