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Benefits Bulletin: Are your Beneficiary Designations up to Date?

It is good practice to check your beneficiary designations periodically to make sure they reflect your intentions.  It is particularly important to update these records if you have recently had a significant life change such as a divorce or birth.

If you are enrolled in a retirement plan, supplemental retirement plan, life insurance, or accidental death & dismemberment insurance through TU and wish to update your beneficiaries on any or all of these benefits, please follow the guidelines below.  All beneficiary changes are sent directly to the plan, as the Office of Human Resources does not retain these documents.  Please mail beneficiary updates to the address on each form and remember to keep a copy for your personal records.

  • Maryland State Retirement & Pension System Beneficiary Form – This form is used for members in the Teachers and Employees System & the Law Enforcement Officers System:

Form 4: All plans except Judges and Legislative

  • Optional Retirement Program – contact your plan vendor directly:

Fidelity:  800-343-0860
TIAA-CREF:  800-842-2252

  • Supplemental Retirement Program – contact your plan vendor directly:

Fidelity:  800-343-0860
Nationwide:  800-966-6355
TIAA-CREF:  800-842-2252

  • UNUM Life Insurance through the University System of Maryland:

USM UNUM Life Beneficiary (PDF)

  • Minnesota Life Insurance through the state of Maryland – This form can also be used for Accidental Death & Dismemberment Insurance through the state of Maryland:

Minnesota Life Insurance

 

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