PBI provides certified Death Certificates for clients who need proof of deceased plan participants in a timely and
cost-efficient manner.

Why You Save

Obtaining Death Certificates is a time-consuming task. PBI is closely acquainted with the various procedures of the 60-plus government entities that collect and maintain death certificates. Our files are constantly updated with each State’s fees, request
formats, special legal requirements, and mailing specifications. We are also familiar with all state
restrictions and exemptions. All of this information allows us to get results for you fast and efficiently!

Additional Advantages

PBI’s Death Audit and Address Location Services allow us access to information that can assist
with obtaining Death Certificates when complete information on a participant is unavailable. Immediate
access to address and/or death information gives us the ability to act quickly and provide results.

Service Applications:

• Proof of death for deceased pensioners, annuitants, account holders, etc.
• Removing individuals from the 5500 form and the associated PBGC premiums
• Closing out pension files of former employees
• Determining pension eligibility for survivors
• Establishing cause of death for medical studies

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