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Indiana University

Benefits Change Connection

Death of Spouse or Child

Following the death of a spouse or child, contact University Human Resources at 812-856-4459 for assistance in filing life insurance and/or Personal Accident Insurance claims.

Depending on whether the deceased family member was covered under your IU benefit plans, or you were covered on your deceased spouse's employer plans, you may make corresponding changes to IU benefit plans.

Personal Data Change Form

 

To make changes to any of the plans listed immediately below, you will need to complete Step 1 the Change of Status form and Step 2 the subsequent personalized benefit enrollment form. Step-by-step instructions appear on the respective plan pages below. You must make the change within 30 days of the date of death.

A copy of the death certificate will be required.

  Dental plan

Medical plan

Personal Accident Insurance plan

Tax Saver Benefit

Health Care:

  • Decrease election to account for expenses of deceased family member.

Dependent Care:

  • Decrease or increase election if consistent with change.

(Consistency rule is satisfied if change corresponds with change of status that affects either eligibility for coverage under Plan or eligibility of expenses under applicable IRS regulations.)




You may also want to consider making changes to the plans listed below. Such changes 1 do not require completion of a change of status form and 2 can be done at any time.

Change Beneficiaries on Retirement and Insurance plans

IU Tax Deferred Account (formerly Tax Deferred Annuity Plan)

IU Retirement Savings Plan

 

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Change of Status form  HTMLPDF