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:
- Click “My Account Login” in the upper right corner
- Select “Proceed to Login” if you have an ERS Online account, or select “Register now” if you do not have an account
- Enter your username and password, click “Sign in”
If necessary, add a new beneficiary profile:
- Click “Beneficiary Summary” under “My Beneficiaries” on your home page
- Click “Change Information or Add New Beneficiary” button at the bottom of the page
- Click “Add a New Beneficiary”
- Enter the beneficiary’s personal data (Social Security number and date of birth are required)
- Click “Save”
- Click “OK”
- Click “Return to Summary of Beneficiaries”
Assign a beneficiary:
- Click “Beneficiary Summary” under “My Beneficiaries” on your home page
- Review your beneficiary designations
- Click the blue link under the “Plan Description” for the benefits you would like to assign
- Click “Request Designation Change”
- Select your beneficiary(ies)
- Click “Save Beneficiary Elections”
- Click “Return to Beneficiary Plan Summary”
- Click “Submit Changes” at the bottom of the page
- Click “OK”
- 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:
- Review the form
- Print and sign your name
- Have an unrelated witness (not you or the beneficiary) sign his or her name
- 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