Beneficiary Designation Can Help You Take Care of Your Loved Ones
You have worked hard to save throughout your career so you can focus on other important matters in retirement. Updating beneficiaries is often an overlooked component of managing retirement accounts, yet one of the most important. If your beneficiaries are not properly updated, your hard earned money may end up delayed and possibly not distributed the way you intended. There is an easy way to avoid this potential pitfall.
Use one of these three simple ways to update your beneficiary information:
- Log in to your account and select Beneficiaries
- Print the Beneficiary Designation Form and mail it to us
- Visit our Walk-in Service Center in Sacramento (1810 16th Street, Room 108) and complete the form in person
If you have questions or need help, you may also call a Service Center Representative at 1-855-616-4776 Monday through Friday from 5:00 a.m. to 8:00 p.m. PT.