Pension, Retirement, and Investment Accounts
How do I claim my spouse's pension?
Short answer
Contact the pension plan administrator — usually the deceased's former employer or union. Ask specifically: is there a survivor benefit, what is the amount, who qualifies, and what documentation do I need? Most pension survivor benefits require marriage at a specific point…
What this usually means
Contact the pension plan administrator — usually the deceased's former employer or union. Ask specifically: is there a survivor benefit, what is the amount, who qualifies, and what documentation do I need? Most pension survivor benefits require marriage at a specific point (often at the time of retirement). Bring a certified death certificate and your marriage certificate.
What to do next
- Start the PathAfter checklist for situation-aware first steps.
- Find California county help for coroner contacts, vital records, cost tools, and paperwork.
- Open the First 72 Hours Call Log before making calls.
- Open the Documents to Find Checklist when you are ready for paperwork.