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What should be done
when a pensioner dies?

TABLE OF CONTENTS
WHAT SHOULD BE DONE WHEN A PENSIONER DIES?
CONTACTING OPTRUST
THE NECESSARY FORMS
DOCUMENTS NEEDED
HOW TO PLAN AHEAD TO AVOID DELAY AND REDUCE COSTS
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Contacting OPTrust

If an OPTrust pensioner dies after the pension has started, the family or other authorized person should notify OPTrust immediately. We need to know:

  • the date of the death
  • if there is a surviving spouse or eligible children
  • who is handling the estate along with his/her name, address and phone number.
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