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Life Events

Updating Beneficiaries

Life Events - Updating Beneficiaries

• Life Insurance

• Pension

• Money Purchase
   

Life Insurance

In order to update your Life Insurance beneficiary, an *Enrollment Form (Plans 500, 551-554) must be completed.

*Important note: In order for enrollment forms to be accepted, all sections must be completed, a beneficiary listed, a percentage listed for each beneficiary, and the form signed and dated. The Beneficiary designation section is considered a legal binding document therefore it cannot contain any white out, mark, or cross outs in this section. If a mistake is made in this section a new form must be completed.

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Pension

In order to update your Pension beneficiary, an * Pension Enrollment/Beneficiary Form must be completed.

*Important note: In order for enrollment forms to be accepted, all sections must be completed, a beneficiary listed, a percentage listed for each beneficiary, and the form signed and dated. The Beneficiary designation section is considered a legal binding document therefore it cannot contain any white out, mark, or cross outs in this section. If a mistake is made in this section a new form must be completed.

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Money Purchase

In order to update your Money Purchase beneficiary, an *Money Purchase Enrollment/Beneficiary Form must be completed.

*Important note: In order for enrollment forms to be accepted, all sections must be completed, a beneficiary listed, a percentage listed for each beneficiary, and the form signed and dated. The Beneficiary designation section is considered a legal binding document therefore it cannot contain any white out, mark, or cross outs in this section. If a mistake is made in this section a new form must be completed.