Retirement Plans - Change Your Beneficiaries
To Change Your Beneficiaries on Your Retirement Plan Accounts:
Fidelity Investments: Log into your account at www.NetBenefits.com/uofu or contact Fidelity's customer service representatives at (800) 343-0860.
TIAA: Log into your account at www.tiaa.org/uofu or contact TIAA's customer service representatives at (801) 883-5100 (in Salt Lake City) or (800) 842-2252.
Utah Retirement Systems: Complete a URS Beneficiary Designation Form for your 401(k) Account.
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, log into UBenefits at https://ubenefits.app.utah.edu and click on the "Change Your Benefits" tile and then "Start" in the Update Beneficiaries Event.
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