Reporting the death of a loved one is something we all hope we never have to do. However, if the worst were to happen, we are anxious to ensure that this process is as painless as it can be for those involved.
To make the process as straightforward as possible and ensure that any benefits that may be due can be paid quickly and efficiently, please follow the steps below.
What you need to do first
If you are reporting the death of a member of the Ernst & Young Retirement Benefits Plan, who was not an EY employee at the time of their death, please use the contact details below to notify us:
Email: eypensions@wtwco.com
Phone: 01737 227523 (9am – 5pm, Monday to Friday)
Post:
Ernst & Young Retirement Benefits Plan
WTW
SUNDERLAND
SR43 4JU
What will you need to provide?
You will need to provide the member’s death certificate. You may find it helpful to obtain several authorised copies of the death certificate as it is likely that a number of organisations may ask to see this.
Benefits may be payable to a spouse, civil partner or dependant – a beneficiary. Before these benefits are paid, the Trustee will need to see a number of original documents (typically as listed below) to make sure that the money is going to the right people.
To help make sure that the benefits are paid as quickly and efficiently as possible, you may wish to keep the original documents listed below filed together and readily available.
Original documents for spouses or civil partners:
- The member’s death certificate
- The spouse’s or civil partner’s original birth certificate
- The marriage or civil partnership certificate.
Original documents for financial dependants:
- The member’s death certificate
- Documents dated within six months before the member’s death that show financial dependency/interdependence, for example,
- Original bank/building society statements
- Mortgage/rental agreements
- Council tax and utility bills
- In some cases, the member’s will.