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  1. HR Update: Need to make changes to your life insurance beneficiary? Here's how
  2. HR Update: Need to make changes to your life insurance beneficiary? Here's how

HR Update: Need to make changes to your life insurance beneficiary? Here's how

It’s important to keep your beneficiary designation current. See the steps below to review, add or change your beneficiary information.

Log into your ERS account online: 

  1. Click “My Account Login” in the upper right corner
  2. Select “Proceed to Login” if you have an ERS Online account, or select “Register now” if you do not have an account
  3. Enter your username and password, click “Sign in”

If necessary, add a new beneficiary profile:

  1. Click “Beneficiary Summary” under “My Beneficiaries” on your home page
  2. Click “Change Information or Add New Beneficiary” button at the bottom of the page
  3. Click “Add a New Beneficiary”
  4. Enter the beneficiary’s personal data (Social Security number and date of birth are required)
  5. Click “Save”
  6. Click “OK”
  7. Click “Return to Summary of Beneficiaries” 

Assign a beneficiary:

  1. Click “Beneficiary Summary” under “My Beneficiaries” on your home page
  2. Review your beneficiary designations
  3. Click the blue link under the “Plan Description” for the benefits you would like to assign
  4. Click “Request Designation Change” 
  5. Select your beneficiary(ies) 
  6. Click “Save Beneficiary Elections”
  7. Click “Return to Beneficiary Plan Summary” 
  8. Click “Submit Changes” at the bottom of the page
  9. Click “OK”
  10. Receive the beneficiary designation form by email or mail if you do not have an email address on file

Complete and return the beneficiary designation form: 

  1. Review the form
  2. Print and sign your name
  3. Have an unrelated witness (not you or the beneficiary) sign his or her name
  4. Return the form to ERS

Your designation is not valid until you receive a confirmation from ERS.

For questions about designating beneficiaries, please contact ERS at 877-275-4377 or HR Benefits at 940-369-7650 (option 2), or email HRBenefits@untsystem.edu