Request a Change in Beneficiary
Every retired member is required to designate a beneficiary of their choice on their SFERS Plan to ensure a death benefit is paid to the intended beneficiary upon the member’s death.
To designate a beneficiary, or update your beneficiary information, you can download, complete, and submit a SFERS Designation 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.