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Report Life Event - Death of an Immediate Family Member

Summary


This checklist outlines the steps involved in reporting the death of an immediate family member.

Step

Action

 

Action by Staff

01

Report the death of a dependent to HR Operations at (202) 473–2222 immediately.

Note:

After HQ business hours, contact Security at (202) 458-8888. Country office (CO) staff should report life event changes to their office administrator.

 

Action by HR

02

Contact the staff member to explain the impact on benefits.

Note:

If the spouse was a Bank staff member, refer to the checklist for Report Life Event – Death of an Active Staff Member.

 

Action by Staff

03

Submit a copy of the death certificate.

 

Action by HR

04

Update Staff Records with the dependent's death date.

05

Modify the following as applicable:

  • Dependent Insurance
  • Accident Death and Dismemberment Insurance
  • Dependency Allowance
  • Medical Insurance

06

Submit Dependent Life Insurance claim to the Life Insurance Vendor.

 

Action by Life Insurance Vendor

07

Contact the staff member to complete the claim.

All forms and templates

Use the following information, forms, and templates for all communication related to the event:

  • You may be eligible for Emergency Travel.
  • You may be eligible for an Emergency Loan.
  • You may be eligible for Emergency Leave.
  • In the event of the death of a spouse/domestic partner, review your beneficiary forms on myHR Self-Service. To change beneficiaries, you must submit a new beneficiary form.
  • If the deceased was your spouse, domestic partner, or dependent child:
    • you may be eligible for Accident Insurance proceeds, if the death was because of an accident. Claims will be coordinated by HRDCB.
    • you may be eligible for life insurance proceeds, if you were eligible for and had enrolled in Optional Dependent Life Insurance coverage. Claims will be coordinated by HRDCB.
    • you may add one level of additional coverage of Optional Group Life Insurance without medical underwriting within 60 days of the death of a spouse, registered domestic partner, or dependent child. This is subject to a maximum level of Bank-paid plus optional coverage of eight times net salary. Contact HR Operations for more information.
    • if you wish to add more than one level of coverage, you must go through Late Enrollment for Group Life Insurance (HQ) (CO) for any coverage increase beyond the one level allowed within 60 days.
  • You may require additional assistance in a variety of matters:
    • Legal Assistance—Estate tax and G4 tax matters: (202) 458-1609
    • Tax Specialist—U.S. tax matters: (202) 458-4337
    • Staff Retirement—Pension Counseling: (202) 458-2977
    • Health Services—Bereavement/Grief Counseling: (202) 458-4457