Proof of Life Process

First : Julie
Last : Larson

System or Organization:  Minnesota Teachers Retirement Association

Topic:  Proof of life process

Your Question/Comment:  TRA is implementing a “Proof of Life” process. We are very interested in best practices. Any information you can provide is greatly appreciated.

1.At what age do you begin sending out letters to members? How often are they sent? (at a certain time of year, birthdays, etc.)

2.What if the member does not respond to your inquiry?  

3.A majority of our members receive their benefit via EFT and do not regularly update their address. How do you deal with this problem?

4.If you have documented your process would you be willing to share it?

Note: NPEA respectfully requests respondents share as much as they can via the blog so everyone can learn from those experiences. If an issue is overly technical, we would greatly appreciate respondents who are willing to be contacted include their contact information within their blog post. Thank you! 

      Recent Posts