Retirement Plans - Change Your Beneficiaries
To 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: Complete one TIAA Beneficiary Form for each account you have with TIAA.
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, you can change them online through eBenefits or complete a Beneficiary Change Form and submit it to the Benefits Department.
RELATED LINKS:
- Retirement Plan Investment Providers
- Change Retirement Plan Investment Options
- Transfer Assets To Another Investment Provider
- Life Insurance
- Accidental Death and Dismemberment Insurance