Designating Beneficiaries

Find out how to review and update the beneficiaries of your retirement savings plans and life insurance.

You can designate primary and secondary retirement and life insurance plan beneficiaries online.

Plans that require beneficiaries:

• Tax-Deferred 403(b) Plan
• Tax-Deferred 457(b) Plan
• Defined Contribution Plan
• University of California Retirement Plan (UCRP)
• Life Insurance

To view or designate beneficiaries:

• For UCRP, CAP, or life insurance:
  1. Go to At Your Service Online and log on:
     • Via Single Sign-On (see instructions)
     • Via AYSO password
  2. Select My Beneficiaries.
• For all other retirement plans:
  • Visit the Web site for Fidelity Retirement Services, or call (866) 682-7787.

Review your beneficiaries regularly and update them if you experience a major life event such as marriage, divorce, birth of a child, or a death.

Notice: The information on this page summarizes provisions of university policies and/or collective bargaining agreements. Refer to the Personnel Policies for Staff Members (PPSM) or applicable collective bargaining agreement for full text of referenced information.

Human Resources

Managing Your Benefits

• Benefits Orientation
• Enrolling
• Open Enrollment
• Designating Beneficiaries
• Updating
• Forms & Publications
• Continuation of Benefits
• Providers: Reference Guide
• Representatives