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Report the death of an optional joint annuitant

The three survivorship life plans (100%, 75% and 50%) contain a bounceback feature, which allows your annuity to be changed to the higher single life plan if your optional joint annuitant predeceases you. For this reason, it is very important that you notify TRA if this situation occurs and provide us with a certified copy of the death certificate.

If TRA is not notified in a timely manner, by law, we are only authorized to adjust payments up to one year prior to receipt of the death certificate of an optional joint annuitant.

Contact TRA at 651-296-2409 or 800-657-3669.

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