Institution-Owned Contract Beneficiary Change

Complete this form to change your beneficiary for an institution-owned retirement plan in which you have not met the vesting requirements.

Beneficiary Designation for Institution-Owned Contracts (PDF)

Frequently Asked Questions

  • What is the difference between Primary and Contingent beneficiaries?
  • Can I name a trust or children as beneficiaries?
  • I have more than two primary beneficiaries; do I need to submit multiple forms?
  • Why can't I view my beneficiary information?
  • Why do I need to fill out the spousal waiver section?

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