Designate a Beneficiary
You can designate a beneficiary at any time. You may designate a person or persons, a trust, or an estate as your beneficiary.
To designate a beneficiary, or to update your beneficiary after a life event such as marriage, divorce, or the birth/adoption of a child, log in to mySFERS member portal and add/edit beneficiary(ies) from your Beneficiary Dashboard.
Or, if you choose to submit a paper form, download and complete a new SFERS Designation of Beneficiary Form and return the completed form:
- by mail to 1145 Market Street, 5th Floor, San Francisco, CA 94103, or
- deliver to the secure drop box in the elevator lobby of the 6th floor at 1145 Market Street. The drop box is accessible Monday through Friday from 9:00 a.m. until 3:00 p.m.
Please have the form notarized before mailing or dropping it off at our office. An appointment is not required to update beneficiary information.
You are solely responsible for designating and/or updating your beneficiary on your SFERS Plan to ensure a SFERS benefit is paid to the beneficiary you intend upon your death.
The beneficiary you designate on your SFERS Plan is separate from the beneficiary you designate for your City benefits during the hiring process.