Beneficiary Designations
By keeping your beneficiary designations up to date, you ensure your assets go where you intend them to go. How you make or update a beneficiary designation depends on the benefit:
- Basic life insurance: If you need to update your basic life insurance beneficiary at a time when you’re not enrolling for coverage in HRConnect, complete the General Beneficiary Designation Form, and submit it to HR – Benefits. You may designate your basic life insurance beneficiary directly in HRConnect when you’re enrolling for coverage. If you’re a collectively bargained employee, use the form applicable to your location below.
- Supplemental life, dependent life, and accidental death and dismemberment (AD&D) insurance: Visit The Hartford.
- Profit sharing plan: Visit Fidelity NetBenefits.
- Pension plan: Log in to the Segal Pension Portal, and complete the Preretirement Survivor Benefits Package in the Pension Documents section. Upload the completed form to the Segal Pension Portal.
Collectively bargained employee forms
General Beneficiary Designation for New York Collectively Bargained Staff
General Beneficiary Designation for San Francisco Collectively Bargained Staff
General Beneficiary Designation for Segal Advisor’s UFCW Collectively Bargained Staff
General Beneficiary Designation for DC Collectively Bargained Staff
