How do I update my Beneficiary?

You can update your beneficiary at any time by logging in to your account at Jocelyn Pension Consulting.  From the participant dashboard, click on the gear icon in the upper right-hand corner of the page.

From the menu that appears, select Beneficiaries.

In the Beneficiaries window, you will be able to update, add or delete a beneficiary.  You are required to have at least one primary beneficiary, and the total primary beneficiary percent must equal 100%. 

IMPORTANT NOTE: If you are married and you wish to designate a primary beneficiary OTHER than your spouse, please be aware that this requires your spouse to consent to this beneficiary designation. To designate a primary beneficiary OTHER than your spouse, you will need to complete the Beneficiary Designation Form.  If you are married, you may designate anyone as your contingent beneficiary. If you are single, you may designate anyone as your primary or contingent beneficiary. Your beneficiary designation can have important tax, estate and/or legal implications; you should consult with your financial or tax advisor regarding the impact of your beneficiary designations.

To download the Beneficiary Designation From, select the Forms & Reports menu and then Annual Notices, Forms & Fee Disclosures.

Expand the Form Group: Participant Forms and click on Beneficiary Designation Form.  The form will automatically download to your browser.   Once the form is completed and signed, a copy should be provided to your Plan Administrator for their records.  If you are married and designating someone other than your spouse as the primary beneficiary the form will need to be notarized by your spouse.