When you name a beneficiary or beneficiaries on your Retirement Application and it has been processed, changes are only allowed in limited circumstances. Your ability to make changes depends on the option you chose. Be certain which benefit option you chose, then check the table below to find out the changes you may make. If you are able to make a change, you must complete this form and submit it to us.
Prior to sending in the change form you may also request an estimate of what your benefit would be if you make the beneficiary and/or benefit option change using this form.
|Your Retirement Option||Beneficiary Changes Available|
|Five-Year Certain and Life, Social Security Integration or Modified Cash Refund Plus 5-Year Certain and Life (formerly options 10, 61 and 71)||You can change your beneficiary up to five years from the effective date of your retirement.|
|Straight Life (formerly Option 20) at any time||You can change your beneficiary under certain conditions.|
|100% Survivor Benefit, 66 2/3% Survivor Benefit or 50% Survivor Benefit (formerly Options 30,