Retirement Plans
Change Your BeneficiariesTo Change Your Beneficiaries on Your Retirement Plan Accounts:
Fidelity Investments: Beneficiaries can be changed online by logging on to your account through Net Benefits or by completing a paper Beneficiary Designation form available on Fidelity's University of Utah website for each account you have with Fidelity.
TIAA-CREF: Complete one TIAA-CREF Beneficiary Form for each account you have with TIAA-CREF.
Utah Retirement Systems: Complete a URS Beneficiary Designation Form for your 401(k) Account.
Vanguard*: Complete one Vanguard Beneficiary Form and mark each account you would like the beneficiary designation to apply to. If you wish to have different beneficiaries for different accounts, you must complete one form for each account.
* Effective July 13, 2009, Vanguard will no longer be offered as an investment provider for new accounts. Existing accounts at Vanguard will be moving to Fidelity Investments and/or TIAA-CREF. For more information on this transition, see www.hr.utah.edu/ben/retirement/vanguard.
If you are submitting a written form, the investment provider must have an original, signed beneficiary designation form. Forms cannot be faxed.
To Change Your Beneficiaries on Your Life Insurance or Accidental Death and Dismemberment Insurance, you can change them online through eBenefits or complete a Beneficiary Change Form and submit it to the Benefits Department.
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