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Home→Agencies→Public Pensions→Montana→When someone dies

State Public Pensions in Montana: when someone dies

A 4-step process for Montana Public Employee Retirement Administration (MPERA) and Montana Teachers' Retirement System (TRS) after a death in Montana.

OverviewWhen someone dies

Public Pensions

Montana

mpera.mt.gov→

Administering agency

Montana Public Employee Retirement Administration (MPERA) and Montana Teachers' Retirement System (TRS)

Phone1-877-275-7372
WebsiteVisit website →
Verified May 2026

Steps to take

  1. Identify whether the deceased was a member of an MPERA system (PERS and others) or of the Teachers' Retirement System.
  2. Report the death to the correct system with a certified copy of the death certificate so pension payments stop.
  3. Confirm the beneficiary designation on file and ask what survivor or death benefit is payable.
  4. Return the death-benefit claim the system sends to the designated beneficiary with the documents it requires.

Montana Public Employee Retirement Administration (MPERA) and Montana Teachers' Retirement System (TRS)

Phone: 1-877-275-7372

Visit the agency website →

Frequently asked questions

Contact MPERA at 1-877-275-7372 for a PERS member or other MPERA-administered system, or the Teachers' Retirement System at 1-866-600-4045 for an educator. Provide a certified copy of the death certificate and the deceased's member and employment details.

The benefit that continues depends on the payment option the retiree elected at retirement. A surviving beneficiary may receive a continuing monthly allowance, a lump sum, or nothing if the retiree elected a maximum single-life (period-certain or normal) option with no survivor.

A death benefit or survivor allowance may be payable to the designated beneficiary when an active member dies before retirement. Depending on the system, a spouse or dependent children may receive benefits under state statute. The system determines the amount based on service and the member's elections.

Public Pensions

Montana

mpera.mt.gov→

Administering agency

Montana Public Employee Retirement Administration (MPERA) and Montana Teachers' Retirement System (TRS)

Phone1-877-275-7372
WebsiteVisit website →
Verified May 2026