How do I designate or change beneficiaries?
You may designate or change beneficiaries for the following using At Your Service Online:
- Retirement: University of California Retirement Plan (UCRP); Basic Death Benefit; Capital Accumulation Provision (CAP)
- Insurance: Basic/Core Life; Senior Management Life; Supplemental Life; Accidental Death & Dismemberment; Business Travel
If you are unable to use online application, you may complete the Designation of Beneficiary-Employee - UBEN 116 and submit it to the address listed in the upper right hand corner of the form.
Once UC HR/Benefits accepts the new designation, all previous designations are invalid. UC HR/Benefits will confirm the changes either by e-mail to your UC work address or by written notice to your home address.
You are automatically the beneficiary for family members who are covered under your Expanded Dependent Life and/or AD&D insurance plans. However, you may name someone else to receive benefits if a covered family member dies by completing the Designation of Alternate Beneficiary-Expanded Dependent Life and AD&D Insurance - UBEN 119 and submitting it to the address listed in the upper right hand corner of the form.
Designating beneficiaries for the following plans may be done directly through Fidelity Retirement Services NetBenefits:
- Defined Contribution Plan (Pretax and After-Tax)
- Tax-Deferred 403(b) Plan
- 457(b) Deferred Compensation Plan
Please Note: Changes in your family situation - for example, marriage or divorce - do not automatically alter or revoke your existing beneficiary designations.
A beneficiary designation remains valid until you submit a new one.
You should review your beneficiary designations for your retirement and insurance plans whenever there is a change in your family situation.
You should also notify UC HR/Benefits (either online or by submitting a new form) and/or Fidelity Retirement Services if a beneficiary changes his or her address.
