Payments after the death of a pensioner – which are due

After the death of a pensioner, it is important to know what kind of payments are due and what needs to be done to claim them. This post explains how to go about claiming payments due after the death of a pensioner such as their pension, benefits, lump sums, and funeral payment. It provides essential information such as the matters to be aware of when inheriting the pensioner’s financial assets, which documents are needed to claim the payments, and how to search for any unpaid pensions. It also offers helpful advice on how to safeguard the assets from debts and scammers. In addition, the post provides links to multiple organisations for guidance and assistance in applying for the payments.

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After the loss of a loved one, his relatives, who are taking the deceased to the last trip, forget about the compensations due to them, which can ease the financial burden associated with organizing the funeral. After the death of an elderly citizen who has gone on a well-deserved rest, his family members are entitled to accruals, which should become material support to those who have suffered a heavy loss.

What payments are due after the death of a pensioner

Relatives of the old man, who was charged security, have the right to collect the pension due in the current month, but not received in connection with his death. If several family members apply for the indicated amounts, all the allocated funds are divided equally between them. You can receive the following types of retirement benefits:

  • cumulative;
  • insurance;
  • military.

The territorial unit of the Pension Fund of Russia (hereinafter referred to as the FIU) issues a certificate on the amounts of benefits that have not been paid in life to a registered citizen. Relatives of the deceased can receive the document within 6 months from the date of his death on the basis of a request from a notary and upon request. Relatives are also entitled to apply for registration of a funeral allowance in the amount of 5,701.31 rubles according to the indexation carried out in 2019.

Social Benefit for Burial

A lump sum payment (5,701.31 rubles), which is obligatory state financial support to citizens who undertook the organization of the funeral of the deceased and applied for appropriate compensation, is called a social burial allowance. Persons who receive funeral services from the guaranteed list free of charge, this subsidy is not assigned.

Lost pension for deceased pensioner

If a citizen died before he managed to receive the security accrued to him for a month, it is due to his close relatives. The corresponding pension payment after the death of a pensioner may be:

  • transferred to the applicant;
  • left in the budget of the FIU (provided that the deceased has no relatives).

We are talking about lost payments due to a citizen who passed away during the period from 1 to 30/31 of the current month. Unpaid amounts will be available to relatives and family members. Such charges may include:

  • federal pension (in accordance with Clause 1, Article 12 of the Federal Law of the Russian Federation dated 07.17.1999 No. 178-FZ as amended on 07.03.2018);
  • monthly cash payment for privileged categories of citizens:
  1. veterans of World War II (hereinafter – the Second World War) and other military operations;
  2. military pensioners
  3. Chernobyl residents;
  • severance pay for an elderly person upon dismissal (in accordance with Article 178 of the Labor Code of the Russian Federation);
  • cost compensation for:
  1. use of public urban transport;
  2. payment of housing and communal services;
  3. purchase of drugs.

Social Benefit for Burial

Regulatory and legislative framework

Payments due to relatives, family members and other persons after the death of a pensioner are regulated by the legislation of the Russian Federation. For ease of reference, normative acts with explanations are presented in the summary table:

Federal Law of the Russian Federation (hereinafter – the Federal Law of the Russian Federation) dated January 12, 1996 No. 8-FZ
Art. 9 About the guaranteed list of funeral services and their cost
Art. 10 About social benefits for burial, its amount
Federal Law of the Russian Federation dated December 28, 2013 No. 400-FZ
p. 1 p. 1 Article. About the termination of accrual of security from the first day of the month following the one in which the death of a pensioner
Section 4, Art. 26 On the procedure for receiving the unpaid deceased part of the insurance benefit
On the procedure for calculating payments to military pensioners:
PP of the Russian Federation of September 22, 1993, No. 941
Decree of the Government of the Russian Federation (hereinafter referred to as the RF PP) dated 05.06.1994 No. 460 and rates of expenditure of funds for their burial
Art. 63 Law of the Russian Federation of 12.02.1993, No. 4468-I and relatives in case of their death
PP of the Russian Federation of August 18, 2010 No. 635 On payments of pension accruals to successors of a deceased insured person, inheritance procedure
PP of the Russian Federation dated 07/07/2012 No. 694

Getting a pension after the death of a pensioner

In order to apply for an unpaid pension, a written application should be drawn up and the FIU should apply to it. This must be done no later than six months from the date of death of the citizen. The applicant – a family member or close relative of the deceased – is entitled to apply only for the pension accrued to the deceased in the current month, which the latter could not receive due to his death.

What part of the pension is inherited

After the death of a person who has gone on a well-deserved rest, his successors inherit the funded part of the allowance, which the deceased managed to issue in his lifetime, but never received it. The insurance pension after the death of a pensioner, accrued to him in the current month, but unpaid in connection with his death, is also subject to transfer to his family members or close relatives. In this case, it is not considered.

Who can claim to receive

After the death of a citizen, a part of the state provision not received by him for the current month is paid to relatives who lived with the deceased on the same living space. These include:

  • husband wife;
  • children;
  • brothers / sisters;
  • grandchildren.

Persons who, during the life of a deceased citizen, were dependent on him, may apply for a part of the social allowance that he has not received and a funeral grant irrespective of the fact of cohabitation. They can be:

  • children of the deceased who have not reached the age of majority;
  • other senior citizens;
  • disabled people.

Features of inheritance of the funded part of the pension

In contrast to the insurance part of the pension – the social benefit guaranteed by the state – funded has a special difference and advantage: it can be inherited and must be transferred to successors. A citizen who has gone on a well-deserved rest has the right to bequeath it to a third party at any time. In the event of the death of a pensioner, his heir will receive the due funds according to:

  • Application for the allocation of funds (Appendix No. 1 to the Rules for the payment by the PFR of the successor of the deceased insured person of pension savings funds recorded in the special part of the individual personal account). Any person can be the heirs – they are indicated in the document, which also provides for the establishment of the amount of payments due to them..
  • Russian legislation.

The successor part of the allowance established to the pensioner is indefinite, the successors cannot inherit. You can get it for a deceased citizen only in the following cases:

  • Senior citizen died before her appointment.
  • A person who went on a well-deserved rest was issued a lump-sum payment of the funded part of the pension, but he did not manage to receive it during his lifetime.
  • The deceased was assigned an urgent transfer of security, which was never carried out in connection with his death. If a citizen managed to take part of his accumulative allowance during his life, the heirs are supposed to have his rest minus the amount already received by the deceased before his death.

How to get the pension of a deceased pensioner

To apply for and receive the pension of a deceased citizen, you must adhere to a number of formalities. The procedure is not particularly difficult:

  1. Collect the package of necessary documents – it will depend on the length of service, status and position of the deceased before his death.
  2. Contact the relevant papers and the application for registration of the lost pension to the authorized body responsible for its accrual.
  3. Wait until the pension is transferred to the bank account specified in the details.

Where to go

Which branch of the authorized institution the applicant should apply for lost benefits depends on the type of payments that were paid to the deceased pensioner during his lifetime. The correspondence table of the type of social security of the organization that is responsible for the implementation of its appointment:

FIU Insurance part of the allowance
Power Department:
  • The Ministry of Defense of the Russian Federation (hereinafter – the Ministry of Defense);
  • Ministry of the Interior
  • Federal Security Service of the Russian Federation;
  • Federal Penitentiary Service
Military pension
PFR or Non-State Pension Fund Cumulative part of the allowance

List of required documents

To apply for payments of the lost part of the pension, the applicant will need to collect a package of necessary documents. Their list depends on the status, position, length of service of the deceased and the type of security that he received. Applicant may need:

  • civil passport of the Russian Federation;
  • death certificate;
  • an application for receipt of benefits accrued to the deceased citizen instead of him (the form of the document is posted on the official website of the FIU);
  • confirmation of kinship with the deceased, for example, evidence:
  1. marriage registration;
  2. about adoption;
  3. about birth;
  • document confirming the experience (work book and / or its copy, contract with the employer);
  • certificate of cohabitation from housing authorities, registration certificates and / or copies thereof;
  • details of a bank or card account for the relevant transfers, if the applicant is going to receive the money due by bank transfer;
  • for relatives of the deceased to receive a military pension not received by him, additionally:
  1. work book of the deceased;
  2. military certificate;
  • Other documentary evidence of a number of circumstances that may be of interest to authorized bodies:
  1. notarized power of attorney to an individual to receive payments due to the deceased;
  2. court decision (on disputed charges, if it was positive).
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Documents for funeral allowance

Payments for the burial of a pensioner

The social subsidization of the burial is provided in order to compensate the responsible persons for part of the cost of the funeral of the deceased citizen. The payment of benefits is mainly carried out by the FIU. Close relatives, family members or other persons entitled to claim compensation for a funeral in a pension fund are the organizers who have taken responsibility for seeing the deceased in the last journey:

  • execution of necessary documents,
  • purchase of the coffin and ritual accessories,
  • transport,
  • burial.

Who needs material assistance for burial?

Any citizen who undertook to organize the funeral of a deceased pensioner and incurred financial expenses in connection with these actions has the right to receive a funeral grant. Neither the fact of kinship, nor its degree, nor cohabitation are mandatory conditions when processing compensation. The funeral grant is due:

  • spouse
  • close relatives: parents, children, sisters and brothers, grandchildren;
  • distant relatives;
  • legal representatives of the deceased (by proxy): parents, adoptive parents, guardians, trustees;
  • other persons incurring expenses in connection with the organization of the funeral of the deceased: colleagues, neighbors, friends, acquaintances.

Payout amount

For 2019, the amount of the funeral allowance is 5,701.31 rubles. This amount, taking into account the annual indexation, is established by law and is mandatory for payment throughout Russia. In some regions of the Russian Federation, an additional coefficient to the specified amount is provided:

City Surcharge (p.) Full amount of subsidy (p.)
Moscow 11,000 16,227.28
St. Petersburg 7 610.49 12 877.77
Novosibirsk 1,055.46 6 332,74
Ufa 791.59 6,068.87

A citizen who has undertaken financial obligations to pay for the funeral of a military pensioner is entitled to a special social payment. It is of three types:

  • standard – its size is fixed and known in advance;
  • compensation for actually incurred expenses (the funeral organizer will need to provide documentary evidence of all expenses), which cannot exceed:
  1. for Moscow and St. Petersburg – 25,269 rubles;
  2. for other regions of the Russian Federation – 18,250 rubles;
  • burial subsidy equal to three times the size of the last pension or salary received, provided that the total amount is not less than the social allowance.

The applicant should determine the type of payment after the death of a pensioner – according to the law, he has the right to issue only one of three. He can use the service of making a monument at the grave of a soldier free of charge – in this case, all the expenses are compensated by the military commissariat. Tombstone will have to be ordered in one of the municipal funeral services – the regional branch of the Ministry of Defense has the right to pay only with such organizations.

Where to get

To apply for a funeral grant, you should contact one of the authorized organizations, depending on the situation. Such institutions include:

  • branch of the FIU at the place of registration of the deceased citizen, if he received a pension;
  • organization – the employer of the deceased, if he was officially employed, or the Social Insurance Fund (hereinafter – the Social Insurance Fund);
  • military registration and enlistment office – the institution is responsible for calculating funeral subsidies:
  1. veterans of the Great Patriotic War, military operations;
  2. police officers;
  3. military personnel;
  4. employees of law enforcement agencies;
  5. firefighters;
  6. former military personnel;
  7. customs officers;
  8. tax officers;
  • the regional social security agency to which the deceased was attached during his life at the place of permanent registration, provided that he was unemployed, was not a pensioner or a former soldier.

Order of registration

In order to receive a funeral grant, the person responsible for the funeral of a pensioner should follow a certain procedure. Their step-by-step algorithm will look like this:

  1. Collect the necessary package of documents.
  2. Decide on the type of social payment after the death of a pensioner.
  3. Apply with documents and application for funeral allowance to the authorized body responsible for its accrual.
  4. Wait for the transfer of due funds.

Application for reimbursement of burial expenses

In order to receive a subsidy from the state for the burial of a deceased pensioner, a written application should be submitted to the authorized body. A standardized form of the document does not exist, it is compiled in free form. A sample statement might look like this:

Head of the Department of Social Protection

_____________________________________________________

(Full Name)

cities_______________________________________________

(name of settlement)

applicant ____________________________________________

(Full Name)

Date of Birth________________________________________

residing (at) at the address ___________________________

passport______________________________________________

(serial number)

issued _______________________________________________

(by whom, when)

department code ____________________________________

contact phone number (mobile,

home) ___________________________________________

Statement

I ask you to pay me a social burial benefit in accordance with Art. 10 Federal Law of January 12, 1996 No. 8-FZ “On Burial and Funeral” and an additional payment for social benefits for burial.
Died (Shaya) _________________________________________________________________

(Full Name)

lived at: _______________________________________________________

I ask you to pay the funds through the federal postal service / transfer to the account of the credit institution (cross out the unnecessary) ________________________________________________________
(personal account number and full bank details)

I confirm that I am acquainted with the documents establishing the procedure for processing personal data, with my rights and obligations in this area, with the possible consequences of my refusal to give written consent to receive them. Documents and / or information that are necessary to obtain public services are attached.

I ask you to personally deliver the final result of the provision of public services. I ask you to personally hand over the decision to refuse to accept the request and the documents (information, information, data) necessary to receive public services. I ask you to personally hand over the decision to refuse to provide public services.

Applications:

  • Copy of death certificate.
  • Copy of death certificate.
  • Copy of work book.

Date “____” ______________ 20 _____ Applicant’s signature ___________________

Application deadline

Money is charged to the person responsible for burial by any of the authorized bodies on the date of applying for financial compensation. The person organizing the funeral of a pensioner can apply for benefits no later than six months from the date of his death. During this period, you should contact the employee of the authorized body with a statement.

Funeral grant

Documents for receiving benefits

Family members or close relatives – beneficiaries of the burial of a deceased citizen, previously employed in several places or working part-time, should take into account that only one organization will transfer the monetary compensation, which will take the original death certificate. This document is issued once, in a single copy, in order to avoid multiple payments after the death of a pensioner by relatives of a deceased person.

Papers that the applicant may need:

  • application for social payment of funeral allowance;
  • civil passport of the Russian Federation;
  • a certificate from the civil registry office (hereinafter referred to as the registry office) about the death of a pensioner in the form No. 33;
  • paper from the Social Insurance Fund, if the deceased conducted individual commercial activities;
  • employment record and / or its copy, or in case of its absence:
  1. account statement in the FIU;
  2. details of the current account in Sberbank;
  3. extract from a single housing document or house book;
  • if the deceased was a soldier or a veteran – a participant in the Second World War, additionally:
  1. official certificate;
  2. a statement on the installation of a monument on the grave of the deceased at the expense of the federal budget;
  • to relatives of a pensioner officially employed before the death, in addition:
  1. work book and / or its copy, work contract;
  2. statement on lump-sum payment of material assistance.
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Comments: 2
  1. Sophia Griffin

    Is there a specific period during which payments are made to the family or beneficiaries of a deceased pensioner, or do they cease immediately after their passing?

    Reply
    1. Madison Ross

      Typically, payments to the family or beneficiaries of a deceased pensioner will continue for a specific period after the pensioner’s passing. This period usually varies depending on the pension plan and the specific circumstances of the individual’s death. In some cases, payments may cease immediately upon the pensioner’s death, while in others, they may continue for a set period, such as a few months or even years. It is important for family members and beneficiaries to review the terms of the pension plan or consult with the pension provider to understand when payments will cease and what steps need to be taken to ensure a smooth transition after the pensioner’s passing.

      Reply
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