Reporting a Death

If you've recently experienced the death of your spouse, partner or family member, please accept our condolences. Here is some helpful information you'll need to manage their account(s).

Promptly notify Savings Plus regarding the death of a Savings Plus participant. Contact a Savings Plus Service Center representative.

When you call, provide the participant's name, last 4 digits of their Social Security number, and date of death. Savings Plus will also need your name, contact number (including area code), address, your relationship to the deceased, the decedent's address, and contact information for relatives and/or beneficiaries.

The designated beneficiary(ies) will receive information once we are notified of the death.

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