How can I update my beneficiary?

It is very important to update your beneficiary(ies), so that you avoid any complications on the management of your assets. You can change your beneficiaries 3 ways.

  1. You can login to your service provider's website and change beneficiaries online.
  2. You may call directly to your service provider and change beneficiaries over the phone.
  3. You can fill out the beneficiary form and provide it to your plan administrator.

Please note you will need the full name, date of birth, Social Security number and address of the individual or individuals you are trying to add.