Death PKT

Mrs Smith has provided us with incomplete forms to start for her spouse pension settlement from the ABC Scheme. As per the procedure a letter was issued explaining same and case was pended for 1 month. What option we will select in work type –

• True Complete the case

• Chaser

• Reminder

Mrs Wood is a member of DB Scheme and passed away on 10/09/2022 in Germany. We received death notification from daughter and her contact details are of UK. Will we click on overseas button on doc prod:

• Yes

• No

• May be

3.

In the filled Bereavement Grant Application Form option 2 and 3 are filled. As per completed form Spouse is the only estate. There is no Will or Grant of Probate available. We have received the Pre Payment Plan along with the completed form. Kindly confirm which procedure will be followed from the below options –

• Accept the Pre Payment Plan and proceed with the BG payment

• Need to approach trustee for their decision

• Contact the estate and ask for bank statement and pend the case

At completion stage of death notification case what option is selected as reason for pending?

• Future work item

• External - Other

The age difference between member and spouse is 14 years 11 months then mention the spouse pension reduction will be applied for___ with a reduction of ___

In HRG if the member has left a surviving spouse and died within 5 years of retirement will there be a 5 year guarantee lumpsum payable –

• Yes

• No

As per the completed Beneficiaries’ Data Form member has left a surviving spouse and is living in a care home. The form is signed by the member’s daughter. Kindly confirm which procedure will be followed from the below options –

• Accept the information provided and issue the letter detailing spouse’s benefits to the daughter

• Issue a letter asking for spouse’s POA/COP and pend the case

Kindly confirm the bank details to recover overpayment for Elementis Scheme

• 150000; 21621458

• 151000; 32414276

• 151000; 21621458

• 151000; 21261458

Mr Smith resides in West Midlands and he had gone for a trip to Australia. Unfortunately he passed away in Australia, and funeral rituals were done in West Midlands. Can we get the death verified through IDU?

• Yes

• No

If a member passed away over 75 years of age with the benefits preserved in the Scheme and the lumpsum payment is made after 2 years is there any tax liability on the gross lumpsum payable?

• Yes

• No