Employees would need to update their beneficiaries on their life insurance, Plan B Pension, and their retirement account(s).
Life insurance beneficiaries can be updated by filling out the Life Beneficiary Designation form. You may submit any forms with restricted information intact by utilizing the secure cloud content management website, Box, via Ask HR Box. Please note Box is the only approved platform for storing restricted data in the cloud at CWRU. You will be sent an email from AskHR@case.edu confirming receipt of the documents once they have been received. The form goes into the employee’s file and will take precedence over any previously submitted forms.
Plan B Pension beneficiaries can be changed by filling out the Retirement Plan B Beneficiary Designation form. You may submit any forms with restricted information intact by utilizing the secure cloud content management website, Box, via Ask HR Box. Please note Box is the only approved platform for storing restricted data in the cloud at CWRU. You will be sent an email from AskHR@case.edu confirming receipt of the documents once they have been received. The form goes into the employee’s file and will take precedence over any previously submitted forms.
Beneficiaries for retirement accounts through TIAA or Vanguard need to be updated on the employee’s individual account through the carrier’s website.