Every member is responsible for designating a beneficiary of their choice on their SFERS Plan to ensure a benefit is paid to the intended beneficiary upon the member’s death.
To designate a beneficiary, or update beneficiary information, you can download, complete and submit a SFERS Designation of Beneficiary Form. Please note that the completed form must be notarized if mailed to the SFERS office, or signed in our office in person, witnessed by SFERS staff. We require a picture ID (e.g. Driver’s License) and the complete names and addresses of the person(s) you wish to designate as your beneficiary.
An appointment is not required to update beneficiary information.