FAQ's

13. WHEN SHOULD I COMPLETE A NEW BENEFICIARY DESIGNATION FORM?

You should complete a new Beneficiary Designation form if any of the following apply:

·        You do not have a designated Beneficiary listed, and wish to make a designation;

·        You wish to change your designated Beneficiaries;

·        You have received a message on your Qualified Savings Statement that the Fund Office needs information or does not have a valid form;

·        Your marital status has changed.  Change in marital status will invalidate any prior Beneficiary Designation.  If the Fund is unaware of your change in marital status, the invalidated beneficiary information may still appear on your statement even if it is invalid. If your designation form is invalid because your marital status has changed, your beneficiaries will be determined according to Plan rules, not be the invalidated designation form. It is important that you contact the Fund Office if your marital status has changed.

·        See the Summary Plan Description for more information about how the Plan determines beneficiaries.