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How can I update my beneficiary?

You can update your beneficiary(ies) in one of the following ways:

  1. Online
    Log in to your service provider’s website and update your beneficiary information directly within your account.
  2. By phone
    Contact your service provider using their Client Service Phone Number. A representative can assist you with updating or changing your beneficiary(ies) over the phone.
  3. Paper form
    Complete a beneficiary designation form and submit it to your Plan Administrator, following the instructions provided.

When adding or updating a beneficiary, you will typically need the following information for each individual:

  • Full legal name
  • Date of birth
  • Social Security number
  • Current address