Beneficiary Change

Request a Change in Beneficiary

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 Change of Beneficiary Form. The completed form must be notarized if submitted to our office by mail, or the form can be submitted to our office in person.  If submitted in person, 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.

  • Social Security Administration
  • Health Service System
  • Seal of the City and County of San Francisco
  • CALpers