{"id":5995,"date":"2016-12-09T05:00:57","date_gmt":"2016-12-09T11:00:57","guid":{"rendered":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/?page_id=5995"},"modified":"2026-03-06T19:21:53","modified_gmt":"2026-03-07T01:21:53","slug":"beneficiary","status":"publish","type":"page","link":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/beneficiary\/","title":{"rendered":"Beneficiary Information"},"content":{"rendered":"\n\t\t\t\t\t<div id=\"cfct-build-5995\" class=\"cfct-build grid\">\n\t\t\t\t\t\t<div class=\"row\"><div class=\"col-md-3 cfct-block\">\n\t\t\t<div class=\"cfct-module cfct-supplemental\">\n\t\t\t\t    <div class=\"cfct-mod-content\">\n    <nav class=\"widget widget_meta\" >\n\n        <div class=\"menu-cfct-module-be2981e91130dd04c93af355b3c9d7c2-container\"><ul id = \"menu-full-benefits-menu\" class = \"menu nav\"><li id=\"menu-item-22783\" class=\"menu-item menu-item-type-custom menu-item-object-custom menu-item-22783\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/general-employee-info\/\">General Employee Information<\/a><\/li>\n<li id=\"menu-item-7385\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-7385\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/health\/\">Health Insurance<\/a>\n<ul class=\"sub-menu\">\n\t<li id=\"menu-item-7392\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7392\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/health\/health-plan-design\/\">Health Plan Design<\/a><\/li>\n\t<li id=\"menu-item-7391\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7391\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/health\/hdhp\/\">HDHP Plan Design<\/a><\/li>\n\t<li id=\"menu-item-7388\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7388\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/health\/access-plan\/\">Access Health Plan Design<\/a><\/li>\n\t<li id=\"menu-item-7387\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7387\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/health\/access-hdhp\/\">Access HDHP Plan Design<\/a><\/li>\n\t<li id=\"menu-item-12975\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-12975\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/health\/pharmacy-benefits\/\">Pharmacy Benefits<\/a><\/li>\n\t<li id=\"menu-item-11780\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-11780\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/opt-out\/\">Opt-Out Incentive<\/a><\/li>\n\t<li id=\"menu-item-7393\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7393\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/health\/select-a-plan\/\">How To Choose Your Health Insurance Plan<\/a><\/li>\n<\/ul>\n<\/li>\n<li id=\"menu-item-7396\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-7396\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/dental-vision\/\">Dental &amp; Vision Insurance<\/a>\n<ul class=\"sub-menu\">\n\t<li id=\"menu-item-10563\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-10563\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/health\/uniform-dental\/\">Uniform &amp; Preventive Dental Insurance<\/a><\/li>\n\t<li id=\"menu-item-10566\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-10566\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/dental-vision\/suppdental\/\">Supplemental Dental Insurance<\/a><\/li>\n\t<li id=\"menu-item-7399\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7399\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/dental-vision\/vision\/\">Vision Insurance<\/a><\/li>\n<\/ul>\n<\/li>\n<li id=\"menu-item-8103\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-8103\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/life\/\">Life Insurance<\/a>\n<ul class=\"sub-menu\">\n\t<li id=\"menu-item-7406\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7406\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/life\/sgl\/\">State Group Life Insurance<\/a><\/li>\n\t<li id=\"menu-item-7403\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7403\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/life\/if\/\">Individual &amp; Family Life Insurance<\/a><\/li>\n<\/ul>\n<\/li>\n<li id=\"menu-item-15934\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-15934\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/accident\/\">AD&amp;D and Accident Insurance<\/a>\n<ul class=\"sub-menu\">\n\t<li id=\"menu-item-7402\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7402\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/accident\/add\/\">Accidental Death &amp; Dismemberment Insurance<\/a><\/li>\n\t<li id=\"menu-item-15065\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-15065\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/accident\/accident\/\">Accident Insurance<\/a><\/li>\n<\/ul>\n<\/li>\n<li id=\"menu-item-13604\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-13604\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/disability\/\">Disability and Income Continuation<\/a>\n<ul class=\"sub-menu\">\n\t<li id=\"menu-item-13609\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-13609\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/disability\/ici\/\">Income Continuation Insurance<\/a><\/li>\n\t<li id=\"menu-item-13608\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-13608\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/disability\/disret\/\">Disability Retirement Program<\/a><\/li>\n\t<li id=\"menu-item-13607\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-13607\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/disability\/duty\/\">Duty Disability<\/a><\/li>\n\t<li id=\"menu-item-13606\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-13606\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/disability\/workcomp\/\">Worker\u2019s Compensation<\/a><\/li>\n\t<li id=\"menu-item-13605\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-13605\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/disability\/ss\/\">Social Security Disability<\/a><\/li>\n<\/ul>\n<\/li>\n<li id=\"menu-item-8100\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-8100\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/spending-savings-accts\/\">Spending &amp; Savings Accounts<\/a>\n<ul class=\"sub-menu\">\n\t<li id=\"menu-item-7408\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7408\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/spending-savings-accts\/fsa\/\">Flexible Spending Accounts<\/a><\/li>\n\t<li id=\"menu-item-8102\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-8102\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/spending-savings-accts\/hsa\/\">Health Savings Account<\/a><\/li>\n\t<li id=\"menu-item-8101\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-8101\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/spending-savings-accts\/parking-transit\/\">Parking &amp; Transit Accounts<\/a><\/li>\n<\/ul>\n<\/li>\n<li id=\"menu-item-7412\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-7412\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/ret\/\">Retirement Plans<\/a>\n<ul class=\"sub-menu\">\n\t<li id=\"menu-item-7411\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7411\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/ret\/wrs\/\">Wisconsin Retirement System<\/a><\/li>\n\t<li id=\"menu-item-7413\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7413\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/ret\/srp\/\">UW 403(b) Supplemental Retirement Program<\/a><\/li>\n\t<li id=\"menu-item-7410\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7410\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/ret\/wdc\/\">Wisconsin Deferred Compensation 457 Program<\/a><\/li>\n\t<li id=\"menu-item-11481\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-11481\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/sick-leave-credit-conversion-program\/\">Sick Leave Credit Conversion Program<\/a><\/li>\n\t<li id=\"menu-item-7414\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7414\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/ret\/ssm\/\">Social Security and Medicare<\/a><\/li>\n<\/ul>\n<\/li>\n<li id=\"menu-item-7416\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-7416\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/leave\/\">Leave Benefits<\/a>\n<ul class=\"sub-menu\">\n\t<li id=\"menu-item-7423\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7423\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/leave\/vacation\/\">Vacation<\/a><\/li>\n\t<li id=\"menu-item-7420\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7420\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/leave\/ph\/\">Personal Holiday<\/a><\/li>\n\t<li id=\"menu-item-7417\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7417\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/leave\/holidays\/\">Legal Holidays<\/a><\/li>\n\t<li id=\"menu-item-7421\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7421\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/leave\/sick\/\">Sick Leave<\/a><\/li>\n\t<li id=\"menu-item-27331\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-27331\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/leave\/paid-parental-leave\/\">Paid Parental Leave<\/a><\/li>\n\t<li id=\"menu-item-7427\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7427\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/leave\/fmla\/\">Family &amp; Medical Leave<\/a><\/li>\n\t<li id=\"menu-item-7419\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7419\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/leave\/misc\/\">Miscellaneous Leave Provisions<\/a><\/li>\n\t<li id=\"menu-item-7424\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7424\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/leave\/meddonation\/\">Bone Marrow and Human Organ Donation<\/a><\/li>\n\t<li id=\"menu-item-7425\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7425\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/leave\/catastrophic\/\">Catastrophic Leave<\/a><\/li>\n\t<li id=\"menu-item-7418\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7418\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/leave\/military\/\">Military Leave<\/a><\/li>\n\t<li id=\"menu-item-9585\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-9585\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/leave\/reporting\/\">Leave Reporting<\/a><\/li>\n<\/ul>\n<\/li>\n<li id=\"menu-item-7893\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-7893\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/other-benefits\/\">Other Benefits<\/a>\n<ul class=\"sub-menu\">\n\t<li id=\"menu-item-12441\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-12441\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/other-benefits\/529-college-savings-plan\/\">529 College Savings Plan<\/a><\/li>\n\t<li id=\"menu-item-12440\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-12440\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/other-benefits\/educationalreimbursement\/\">Career-Related Educational Reimbursement<\/a><\/li>\n\t<li id=\"menu-item-12439\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-12439\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/other-benefits\/lifestyle\/\">Lifestyle Benefits Program<\/a><\/li>\n\t<li id=\"menu-item-12438\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-12438\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/other-benefits\/long-term-care-insurance\/\">Long-Term Care Insurance<\/a><\/li>\n\t<li id=\"menu-item-22096\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-22096\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/other-benefits\/public-service-loan-forgiveness-program\/\">Public Service Loan Forgiveness Program<\/a><\/li>\n<\/ul>\n<\/li>\n<li id=\"menu-item-7598\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-7598\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/life-events\/\">Life Events<\/a>\n<ul class=\"sub-menu\">\n\t<li id=\"menu-item-13782\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-13782\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/life-events\/empcha\/\">Employment Changes<\/a><\/li>\n\t<li id=\"menu-item-13783\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-13783\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/life-events\/famchng\/\">Family Changes<\/a><\/li>\n<\/ul>\n<\/li>\n<li id=\"menu-item-7428\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7428\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/premiums\/\">Benefits Premiums<\/a><\/li>\n<li id=\"menu-item-27142\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-27142\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/formspubs\/\">Forms &amp; Resources<\/a><\/li>\n<li id=\"menu-item-7429\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-7429\"><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/contact\/\">Benefits Contacts<\/a><\/li>\n<\/ul><\/div>    <\/nav>\n<\/div>\n\n\t\t\t<\/div><\/div><div class=\"col-md-9 cfct-block\">\n\t\t\t<div class=\"cfct-module uwsa-rich-text\">\n\t\t\t\t<div class=\"cfct-mod-content copy\"><div id=\"toc\" class=\"uwsa-toc callout hidden-print\"><\/div><style>@media (min-width: 768px) {#toc { max-width: 40%} <\/style><script>jQuery(document).ready(function() {\n \t\t\t\t\tgenerateTOC(\"Beneficiary Information\", \"\", \"div.entry-content\" ,1 ,\"true\", \"toc\");\n \t\t\t\t\t });<\/script>\n<h2>What is a Beneficiary?<\/h2>\n<p>A beneficiary is the person or entity named in a life insurance policy, retirement plan or health savings account. This is the person that receives the benefit upon death. The beneficiary designation on file at the time of death is binding in the payment of your benefits.<\/p>\n<p>When you have a life event, such as a marriage, divorce or birth of a child, review and update your beneficiary designations, if necessary. Beneficiary designations can be changed at any time.<\/p>\n<p>Links to the vendor\u2019s online portals and paper forms can be found below.\u00a0<strong>Send completed forms directly to the benefit plan vendor (not to your human resources office).<\/strong>\u00a0The appropriate address can be found on each form.<\/p>\n<p>Retain a copy of the beneficiary designation forms for your records. The Universities of Wisconsin does not process or retain the forms (except for the AD&amp;D Insurance plan).<\/p>\n<p><strong>If you do not have a beneficiary designation on file, benefits will be paid in the order of \u201cStatutory Standard Sequence\u201d (a\u00a0<a href=\"https:\/\/docs.legis.wisconsin.gov\/statutes\/statutes\/40\/I\/02\/8\/a\" target=\"_blank\" rel=\"noopener\">Wisconsin State law<\/a>):<\/strong><\/p>\n<ul>\n<li>Employee\u2019s surviving spouse or domestic partner, otherwise;<\/li>\n<li>Employee\u2019s surviving child(ren) equally, otherwise;<\/li>\n<li>Employee\u2019s surviving parent(s) equally, otherwise;<\/li>\n<li>Employee\u2019s surviving sibling(s) equally, otherwise;<\/li>\n<li>Employee\u2019s estate.<\/li>\n<\/ul>\n<p><em>All claims associated with the death of a covered family member will be paid to the employee.<\/em><\/p>\n<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module uwsa-rich-text\">\n\t\t\t\t<div class=\"cfct-mod-content copy\"><h2 id=\"PlanswithBeneficiaryDesignations\">Plans with Beneficiary Designations<\/h2>\n<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module uwsa-tabs-accordions\">\n\t\t\t\t    <div class=\"bs-accordion \">\n            <div class=\"accordion-all-buttons\">\n          <a href=\"#\" class=\"accordions-showall btn btn-primary btn-xs\" role=\"button\" data-panel=\"yqssa\"><span class=\"uw-resize-full\">Open All<\/span><\/a>\n        <\/div>\n        <div id=\"yqssa\" class=\"panel-group\">\n        \n            <div class=\"panel panel-default \" id=\"panel_wisconsin-retirement-system-wrs-state-group-life-insurance-and-accident-insurance\">\n    <div class=\"panel-heading\" id=\"heading_wisconsin-retirement-system-wrs-state-group-life-insurance-and-accident-insurance\">\n        <h4 class=\"panel-title\"><button href=\"#wisconsin-retirement-system-wrs-state-group-life-insurance-and-accident-insurance\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"wisconsin-retirement-system-wrs-state-group-life-insurance-and-accident-insurance\">Wisconsin Retirement System (WRS), State Group Life Insurance, and Accident Insurance<\/button><\/h4>    <\/div>\n    <div id=\"wisconsin-retirement-system-wrs-state-group-life-insurance-and-accident-insurance\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_wisconsin-retirement-system-wrs-state-group-life-insurance-and-accident-insurance\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <p>WRS, State Group Life Insurance and Accident Insurance share the same beneficiary designations. You may complete one form that applies to all benefit plans or separate forms for each plan.<\/p><ul><li><a href=\"https:\/\/etf.wi.gov\/publications\/et2320\/direct\" target=\"_blank\" rel=\"noopener\">Beneficiary Designation Form (ET-2320)<\/a>: Allows you to name primary and secondary beneficiaries.<\/li><li><a href=\"https:\/\/etf.wi.gov\/sites\/default\/files\/publications\/2019\/et2321_0.pdf\" target=\"_blank\" rel=\"noopener\">Beneficiary Designation (alternate) Form (ET-2321)<\/a>: Allows you to name primary and secondary beneficiaries along with alternate beneficiary for each.<\/li><li><strong>Mail completed form to:\u00a0<\/strong>Department of Employee Trust Funds, P.O. Box 7931, Madison, WI 53707-7931.<\/li><li>To name different beneficiaries for each plan, complete separate forms and specify which plan it applies to on the form.<\/li><li>For more information review the Department of Employee Trust Funds (ETF)\u00a0<a href=\"https:\/\/etf.wi.gov\/retirement\/wrs-retirement-benefit\/death-benefits\/designate-beneficiary\" target=\"_blank\" rel=\"noopener\">Designate a Beneficiary web page<\/a>\u00a0and the\u00a0<a href=\"https:\/\/etf.wi.gov\/video\/beneficiary-designations\" target=\"_blank\" rel=\"noopener\">Beneficiary Designation video<\/a>\u00a0(11 minutes).<\/li><\/ul><p>To review who you have named as your beneficiary review your <a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/ret\/wrs\/wrs-statement-of-benefits\/\" target=\"_blank\" rel=\"noopener\">WRS Statement of Benefits<\/a>. Primary beneficiary(ies) are listed on your WRS Statement of Benefits. If there are no beneficiaries listed, you either don\u2019t have a beneficiary designation on file, or your designation was made before 1998 (beneficiaries added before 1998 are not listed on your statement). It is recommended that you complete a Beneficiary Designation Form if a beneficiary is not listed on your statement.<\/p><p>State Group Life Insurance Policy Number: 2832-G<br \/>Accident Insurance Policy Number: 76038<\/p>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_individual-family-life-insurance\">\n    <div class=\"panel-heading\" id=\"heading_individual-family-life-insurance\">\n        <h4 class=\"panel-title\"><button href=\"#individual-family-life-insurance\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"individual-family-life-insurance\">Individual &amp; Family Life Insurance<\/button><\/h4>    <\/div>\n    <div id=\"individual-family-life-insurance\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_individual-family-life-insurance\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <p>Once enrolled, beneficiary designations can be made online or by paper.<\/p><ul><li>After you enroll in coverage, the plan carrier, Securian, will send you login information so you can name your beneficiary online through the secure <a href=\"http:\/\/www.lifebenefits.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">LifeBenefits portal<\/a>\u00a0OR<\/li><li><span class=\"doc-icon\">Complete a <a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/life\/if\/bendes.pdf\" target=\"_blank\" rel=\"noopener\">Beneficiary Designation Form<span class=\"sr-only\">pdf.<\/span><\/a><\/span><ul><li><strong>Mail completed form\u00a0<\/strong><strong>to:<\/strong>\u00a0Securian Financial, PO Box 64546, St. Paul, MN 55164-0546<\/li><li><strong>Fax to:\u00a0<\/strong>(651) 665-4827<\/li><li><strong>Attach and Submit on:\u00a0<\/strong><a href=\"https:\/\/web1.lifebenefits.com\/content\/lifebenefits\/home\/en\/contact-us\/who-to-contact\/ask-or-attach\/cs-attach-a-file.html\" target=\"_blank\" rel=\"noopener\">www.LifeBenefits.com\/filetransfer<\/a><\/li><\/ul><\/li><\/ul><p>Group Policy Number: 32871-G<\/p><p>To review who you have named as your beneficiary log into the\u00a0<a href=\"http:\/\/www.lifebenefits.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">LifeBenefits portal<\/a>.<\/p>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_accidental-death-dismemberment-add-insurance\">\n    <div class=\"panel-heading\" id=\"heading_accidental-death-dismemberment-add-insurance\">\n        <h4 class=\"panel-title\"><button href=\"#accidental-death-dismemberment-add-insurance\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"accidental-death-dismemberment-add-insurance\">Accidental Death &amp; Dismemberment (AD&amp;D) Insurance<\/button><\/h4>    <\/div>\n    <div id=\"accidental-death-dismemberment-add-insurance\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_accidental-death-dismemberment-add-insurance\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <p>Once enrolled, beneficiary designations can be made by paper.<\/p><ul><li>Complete a\u00a0<span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/life\/add\/bendes.pdf\" target=\"_blank\" rel=\"noopener\">Beneficiary Designation Form<span class=\"sr-only\">pdf<\/span><\/a>.<\/span><ul><li><strong>*<\/strong><strong>Mail completed form to<\/strong>: Universities of Wisconsin Office of Human Resources, 780 Regent St, Suite 300, Madison, WI 53715<\/li><\/ul><\/li><\/ul><p>Group Policy Number: GTU 8364005<\/p><p>*<strong>For annuitants who continued their AD&amp;D Insurance coverage after retirement<\/strong>, mail the completed beneficiary form to the plan broker: Hausmann Group, P.O. Box 259408, Madison, WI 53725-9408<\/p>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_accident-insurance\">\n    <div class=\"panel-heading\" id=\"heading_accident-insurance\">\n        <h4 class=\"panel-title\"><button href=\"#accident-insurance\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"accident-insurance\">Accident Insurance<\/button><\/h4>    <\/div>\n    <div id=\"accident-insurance\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_accident-insurance\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <p>Accident Insurance, WRS, and State Group Life Insurance share the same beneficiary designations. Employees have the option to complete one of two forms.<\/p><ul><li><a href=\"https:\/\/etf.wi.gov\/publications\/et2320\/direct\" target=\"_blank\" rel=\"noopener\">Beneficiary Designation Form (ET-2320)<\/a>: Allows you to name primary and secondary beneficiaries.<\/li><li><a href=\"https:\/\/etf.wi.gov\/sites\/default\/files\/publications\/2019\/et2321_0.pdf\" target=\"_blank\" rel=\"noopener\">Beneficiary Designation (alternate) Form (ET-2321)<\/a>: Allows you to name primary and secondary beneficiaries along with alternate beneficiary for each.<\/li><li><b>Mail completed form to:\u00a0<\/b>Department of Employee Trust Funds, P.O. Box 7931, Madison, WI 53707-7931.<\/li><li>To name different beneficiaries for these plans, complete separate forms and specify which plan it applies to on the form.<\/li><li>For more information review the Department of Employee Trust Funds (ETF)\u00a0<a href=\"https:\/\/etf.wi.gov\/retirement\/wrs-retirement-benefit\/death-benefits\/designate-beneficiary\" target=\"_blank\" rel=\"noopener\">Designate a Beneficiary web page<\/a>\u00a0and the\u00a0<a href=\"https:\/\/etf.wi.gov\/video\/beneficiary-designations\" target=\"_blank\" rel=\"noopener\">Beneficiary Designation video<\/a>\u00a0(11 minutes).<\/li><\/ul><p>Accident Insurance Policy Number: 76038<\/p>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_health-savings-account-hsa\">\n    <div class=\"panel-heading\" id=\"heading_health-savings-account-hsa\">\n        <h4 class=\"panel-title\"><button href=\"#health-savings-account-hsa\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"health-savings-account-hsa\">Health Savings Account (HSA)<\/button><\/h4>    <\/div>\n    <div id=\"health-savings-account-hsa\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_health-savings-account-hsa\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <p>Once enrolled, beneficiary designations can be completed online or by paper, then submitted to the appropriate plan administrator:<\/p><ul><li>If you have an Optum HSA:<ul><li>Name your beneficiary through the <a href=\"https:\/\/my.optum.com\/etf\" target=\"_blank\" rel=\"noopener\">Optum website<\/a> or complete a paper <a href=\"https:\/\/www.optum.com\/content\/dam\/optum4\/resources\/pdf\/beneficiary-designation-form.pdf\" target=\"_blank\" rel=\"noopener\">Optum HSA Designation of Beneficiary Form<\/a> and either upload your completed form as a PDF document to forms.optumfinancial.com or send it via U.S. Mail to the mailing address on the form.<\/li><\/ul><\/li><li>If you have a TASC HSA:\u00a0<ul><li>Name your beneficiary online by using the <a href=\"https:\/\/www.tasconline.com\/wp-content\/uploads\/2026\/02\/TC-ETF-6843_20260203-Adding-Beneficiaries.pdf\" target=\"_blank\" rel=\"noopener\">TASC Adding Beneficiaries Guide<\/a> or complete a paper <a href=\"https:\/\/www.tasconline.com\/wp-content\/uploads\/2026\/02\/TC-ETF-5499_20260203-TASC-HSA-Beneficiary-Change-Spousal-Consent-Form.pdf\" target=\"_blank\" rel=\"noopener\">TASC HSA Designation of Beneficiary Form<\/a> and send it via U.S. Mail to the mailing address on the form.<\/li><\/ul><\/li><\/ul><p>If you transfer your Optum HSA to a different HSA administrator (for example: TASC), you must complete a new beneficiary form with your new HSA administrator. The beneficiary you named with Optum will not transfer to your new HSA administrator.<\/p>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_uw-403b-supplemental-retirement-program-srp\">\n    <div class=\"panel-heading\" id=\"heading_uw-403b-supplemental-retirement-program-srp\">\n        <h4 class=\"panel-title\"><button href=\"#uw-403b-supplemental-retirement-program-srp\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"uw-403b-supplemental-retirement-program-srp\">UW 403(b) Supplemental Retirement Program (SRP)<\/button><\/h4>    <\/div>\n    <div id=\"uw-403b-supplemental-retirement-program-srp\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_uw-403b-supplemental-retirement-program-srp\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <p>Once enrolled, TIAA and Fidelity participants can update beneficiary designations online.<\/p><p>If you are not able to designate your beneficiary online account contact your 403(b) recordkeeper(s) to obtain a beneficiary designation form.<\/p><p><strong>Current Recordkeeper Contact Information:<\/strong><\/p><ul><li><a href=\"https:\/\/www.tiaa.org\/public\/tcm\/uw\" target=\"_blank\" rel=\"noopener noreferrer\">TIAA<\/a>\u00a0| (800) 842-2776<\/li><li><a href=\"http:\/\/www.fidelity.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Fidelity Investments<\/a>\u00a0| (800) 343-0860<\/li><\/ul><p><strong>Frozen Recordkeeper Contact Information:<\/strong><\/p><ul><li><a href=\"https:\/\/www.allspringglobal.com\/\" target=\"_blank\" rel=\"noopener\">Allspring Global<\/a>\u00a0(formerly Wells Fargo, originally Strong) | (800) 222-8222<\/li><li><a href=\"http:\/\/www.ameriprise.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Ameriprise\/RiverSource Life Insurance Company<\/a>\u00a0| (608) 819-0500<\/li><li><a href=\"https:\/\/www.oneamerica.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">AUL (OneAmerica)<\/a>\u00a0| (800) 249-6269<\/li><li><a href=\"https:\/\/im.bnymellon.com\/us\/en\/index.jsp\" target=\"_blank\" rel=\"noopener noreferrer\">BNY Mellon (Dreyfus)<\/a>\u00a0| (800) 645-6561<\/li><li><a href=\"http:\/\/www.mykplan.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">DWS (Scudder) ADP<\/a>\u00a0| (800) 541-7705<\/li><li><a href=\"http:\/\/www.lfg.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Lincoln National Life Insurance Company<\/a>\u00a0| (800) 967-2046<\/li><li><a href=\"https:\/\/www.securitybenefit.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Security Benefit Life<\/a>\u00a0| (800) 888-2461<\/li><li><a href=\"http:\/\/troweprice.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">T. Rowe Price<\/a>\u00a0| (800) 922-9945<\/li><\/ul><p>To review who you have named as your beneficiary log into your online account or contact your 403(b) recordkeeper(s)<\/p>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_wisconsin-deferred-compensation-wdc-457-program\">\n    <div class=\"panel-heading\" id=\"heading_wisconsin-deferred-compensation-wdc-457-program\">\n        <h4 class=\"panel-title\"><button href=\"#wisconsin-deferred-compensation-wdc-457-program\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"wisconsin-deferred-compensation-wdc-457-program\">Wisconsin Deferred Compensation (WDC) 457 Program<\/button><\/h4>    <\/div>\n    <div id=\"wisconsin-deferred-compensation-wdc-457-program\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_wisconsin-deferred-compensation-wdc-457-program\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <p>Once enrolled, beneficiary designations can be made online or by paper. The recordkeeper for the Wisconsin Deferred Compensation (WDC) program is Empower.\u00a0<\/p><ul><li>After you enroll, a password is mailed to the address on file. Use your social security number (username) and this password to access your account online at <a href=\"http:\/\/www.wdc457.org\/\" target=\"_blank\" rel=\"noopener noreferrer\">www.wdc457.org<\/a>.<\/li><li>Complete a <a href=\"http:\/\/www.fascore.com\/PDF\/wisconsin\/beneficiary.pdf\" target=\"_blank\" rel=\"noopener\">Beneficiary Designation Form<\/a>\u00a0<ul><li><strong>Mail completed form to:<\/strong>\u00a0Empower, PO Box 173764, Denver, CO 80217-3764<\/li><li><strong>Fax to:<\/strong> (866) 745-5766.<\/li><\/ul><\/li><\/ul><p>To review who you have named as your beneficiary log into your online account or contact Empower.<\/p>                <\/div>\n    <\/div>\n<\/div>\n            \n    <\/div>\n<\/div>\n\n\n\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module uwsa-rich-text\">\n\t\t\t\t<div class=\"cfct-mod-content copy\"><h2><strong>Check Your Benefit Plans with Beneficiaries<\/strong><\/h2>\n<p>To see which benefit plans you are currently enrolled in that have benefits payable to beneficiaries:<\/p>\n<ul>\n<li>Log into Workday (<a href=\"http:\/\/myworkday.wisconsin.edu\/\" target=\"_blank\" rel=\"noopener\">myworkday.wisconsin.edu<\/a>).<\/li>\n<\/ul>\n<ul>\n<li>From the Menu in the left go to Personal, then select Benefits and Pay.<\/li>\n<li>In the Suggested Links select, <em>My Benefits<\/em> to access the benefits enrollment system, <em>My Insurance Benefits<\/em>.<\/li>\n<\/ul>\n<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module uwsa-rich-text\">\n\t\t\t\t<div class=\"cfct-mod-content copy\"><p><em>Every effort has been made to ensure this information is current and correct. Information on this page does not guarantee enrollment, benefits and\/or the ability to make changes to your benefits. <\/em><\/p>\n<\/div>\n\t\t\t<\/div><\/div><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":3081,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/42.7563.php","meta":{"footnotes":""},"class_list":["post-5995","page","type-page","status-publish","hentry","cfct-can-haz-build"],"_links":{"self":[{"href":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/wp-json\/wp\/v2\/pages\/5995","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/wp-json\/wp\/v2\/users\/3081"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/wp-json\/wp\/v2\/comments?post=5995"}],"version-history":[{"count":10,"href":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/wp-json\/wp\/v2\/pages\/5995\/revisions"}],"predecessor-version":[{"id":36879,"href":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/wp-json\/wp\/v2\/pages\/5995\/revisions\/36879"}],"wp:attachment":[{"href":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/wp-json\/wp\/v2\/media?parent=5995"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}