Estate planning at STRS Ohio
How to protect 5 STRS Ohio accounts — manage beneficiaries online, and file death claims
STRS Ohio Member Services Center
State Teachers Retirement System of Ohio, 275 East Broad Street, Columbus, OH 43215-3771
STRS Ohio Member Services Center
State Teachers Retirement System of Ohio, 275 East Broad Street, Columbus, OH 43215-3771
STRS Ohio Member Services Center (Report a Death)
State Teachers Retirement System of Ohio, 275 East Broad Street, Columbus, OH 43215-3771
STRS Ohio provides pension benefits that pass to a named survivor or beneficiary at death, outside of probate. The benefit STRS Ohio pays depends on the option the member elected and the beneficiary on record, which is why families should confirm designations well before they are needed.
Managing beneficiaries at STRS Ohio is straightforward—changes can be made online and by mail. Trust funding options vary by account type—check with STRS Ohio for specifics.
STRS Ohio provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, and review 5 account types at STRS Ohio.
View details →When someone dies
Death claim process
5-step process, 3 required documents, and contact information for survivors.
View details →STRS Ohio is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Frequently asked questions
When no valid beneficiary designation is on file, STRS Ohio pays benefits by the succession order in the plan document: first the surviving spouse; then the member's children, share and share alike; then the member's parents, share and share alike.
Sources
Data sourced from STRS Ohio primary sources (7 pages reviewed). How we research.
STRS Ohio Member Services Center
State Teachers Retirement System of Ohio, 275 East Broad Street, Columbus, OH 43215-3771
STRS Ohio Member Services Center
State Teachers Retirement System of Ohio, 275 East Broad Street, Columbus, OH 43215-3771
STRS Ohio Member Services Center (Report a Death)
State Teachers Retirement System of Ohio, 275 East Broad Street, Columbus, OH 43215-3771
Estate planning articles
Learn how to protect your STRS Ohio accounts and other assets with trusts, beneficiary designations, and estate planning documents.
