Paying Benefits upon Death 

Purpose

If an insured person dies, you must create the basis for paying benefits to the dependents. The dependents who are entitled to these benefits are not determined automatically by the system. You can determine this using the Family/Related Person infotype (0021).

You can record capital payments in the system by creating a corresponding posting with a negative (–) sign. If the recipient of such a payment is also registered in the system, the account can be assigned to the pensioner’s personnel number. The posting can also be created in reference to the personnel number. If it is certain that a person is to receive both a capital payment and later, a pension, it is advisable to first enter this person as a pensioner, to assign the insured person’s account to them, and then to post the capital payment using the pensioner’s personnel number.

HR Payroll processes the pension payment. The PF administration must create a passive account (account type 02 ), so that the paid-out pensions can be posted.

Each pensioner must have an individual personnel number.
If a person receives a pension from several insured persons, an individual personnel number is necessary for each of these pensions, as a personnel number can only be assigned to the account of a certain account type in a fund at any given time.

Prerequisites

An insured person is entitled to pension benefits. There are recipients of death benefits (widow’s pension/orphan’s pension, sum payable at death).

Procedure

 In the following case, the deceased was only registered with a single pension fund. If necessary, carry out the relevant steps for all funds.
  1. HR department: Perform a leaving action for the deceased insured person.
    You must carry out a leaving personnel action for the deceased employee per the date of death (if necessary, at the end of the month in which the person died). You can create the passive account for the deceased person at this point. (For more information, see     Account Management, and Account Maintenance).
  2. HR department: Start subsequent wage payments
    In the following month, the beneficiary (spouse, child, legal guardian for children) goes into a special employee subgroup (Recipients of subsequent wage payments) and employee group (Active), with a new personnel number, for the duration of the payments (three to five months).
  3. HR department: Set up the pension recipient as a retiree
    When the subsequent wage payments have all been paid, the pension recipients go into the PF with their own personnel numbers.
    Pensions that are paid out for a limited amount of time, for example, orphan’s pension, can be paid out using the Recurring Payments/Deductions infotype (0014). Otherwise the Basic Pay infotype (0008) is used.
  4. PF: Create a Basic Data PF (0278) infotype for retirees
    Use this to enter pension recipients into the PF.
  5. PF: Assign pension recipients to the deceased person’s accounts
    To post the pensions, you must assign the deceased person’s passive account to the newly-entered pension recipients. An assignment to the active accounts is advisable, but not necessary.
  6. PF: Create the Individual Values PF infotype (0279) for the pension recipient. You must enter the same pension amount in the Individual Values infotype (0279) as in the corresponding wage infotypes — or not at all. (In the latter case, the pensions cannot be posted to the individual accounts).

Result

The data needed for the payment of death benefits is made available.

See also: