To qualify, your spouse must be married to you for at least 2 years. Your dependent children may be entitled to a benefit if you do not have a qualifying spouse. If you have not been married for at least 2 years and do not have dependent children at the time of your death, no survivor benefit would be paid. See IC 5- 10.4-5-12, IC 5-10.2-3-7.5, IC 5-10.2-3-7.6, and IC 5-10.2-3-8 for more information. NOTE: Marriages are recognized regardless of gender. 9.3 Trust as Death Beneficiary In certain situations, naming a trust as beneficiary is possible. Generally, you can leave your DC account to a trust, but you cannot name a trust for a survivor pension benefit unless it is a revocable trust that permits you unrestricted access to the amounts held in trust. Complete and submit the Change Your Beneficiary – Active Member form found on the INPRS forms website. 9.4 Death in Disability When applying for disability with TRF Hybrid, you must complete a disability (retirement) application and submit it by accessing your account online. As part of the application process, select the benefit option which includes your choice of death benefits for your survivor or estate. Upon your death, your survivor or a representative must notify INPRS. 9.5 HEART Act According to the Heroes Earning Assistance and Relief Tax Act of 2008 (HEART), if you die while performing qualified military service, your survivor may be entitled to a survivor benefit. For more information contact INPRS. See section 1.7 of this handbook. 9.6 Disclaiming a Benefit Indiana law allows a beneficiary to decline (disclaim) a benefit. The law also decides how the bequest is handled if the beneficiary declines it. The Disclaimer State Form must be completed and submitted to INPRS. For specific information on your situation, contact INPRS. Teachers' Retirement Fund Hybrid Plan Member Page 42 of 47 Handbook Effective: 07/01/2024