March 30, 2004—UPDATE
We’ve heard from a number of people who have submitted beneficiary forms in the past and are concerned that the information now shown online is incomplete or, in the case of life and AD&D insurance, doesn’t appear at all. Here’s why

We're pleased to announce a new online process for naming retirement and insurance plan beneficiaries is now available. Previously, each location maintained insurance beneficiary designations, and UC HR/Benefits maintained retirement plan designations. The process of centralizing designations allows you to manage your beneficiary designations and allows the University to expedite beneficiary payments.

Retirement plan beneficiaries

The new online process allows you to review your beneficiary designations at any time, and to name or change your beneficiary as necessary for retirement and savings plans.

Insurance plan beneficiaries

UC employees may also name or change their beneficiaries online for all UC-sponsored life insurance programs including Basic and Supplemental Life, Accidental Death and Dismemberment (AD&D), Senior Management Life, and Business Travel Insurance.

How to designate beneficiaries

To take advantage of this new process, select "Your Benefits Online" on the right side of the At Your Service home page. After you log on, you'll find a link—"View Your Beneficiaries"—under both "Your Money" and "Your Health and Welfare." A new paper form has been developed for those who can't use the online application. Forms are available from your department, the local Benefits Office, or UC Customer Service Center (1-800-888-8267).

Designate retirement and insurance beneficiaries using the new process

When you go to "View Your Beneficiaries," you will see any primary beneficiaries that you designated for the retirement plan. However, you will not see any insurance beneficiaries or secondary retirement beneficiaries previously designated. You should review your retirement beneficiary designations for accuracy and designate insurance beneficiaries. By 2006, we plan to obsolete any beneficiary designations not submitted using the new online application or new forms and to base beneficiary payments on order of succession unless designations have been identified through the new process.

Review your beneficiaries regularly

Please remember to review your designations periodically and to change your designations if you've had a major life event—marriage, divorce, birth of a child, or a death.

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