RSA Member Resources

RSA Members

Updating Beneficiaries for YOUR Family

Keep your family protected with current information on file.

click here for the checklist contact information

Beneficiary Information & planning

Why update?
RSA Benefit Trust
County of Riverside
CalPERS
Estate Planning
Preferred Vendors
Contact Information

Time for an update?

A beneficiary is the person(s) or entity you designate in life insurance policies to receive your death benefit.

Why Does Updating Your Beneficiary Matter?

If beneficiaries are not updated regularly, accounts could end up in the wrong hands, leaving the unspecified intended beneficiaries with little legal recourse. Make sure to keep a copy of all documents for self-records.

RSA Benefit Trust

Personal Contact Information to Update

Phone Number
Address
E-mail Address
Third-Party Authorization
Revocation of Third-Party Authorization Form

tHIRD-PARTY AUTHORIZATION FORm

Revocation of Third-Party Authorization Form

THE STANDARD BASIC LIFE INSURANCE

$50,000 Basic Life — disbursed to active member beneficiaries pending qualified event approval.
$50,000 Accidental Loss — disbursed to active members with a covered accidental loss of life.
Updated on Plansource.

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The Standard Basic Life and AD&D Summary

SUPPLEMENTAL LIFE INSURANCE (IF ENROLLED)

Up to $300,000 with approval, for active member beneficiaries pending qualified event approval.
Updated on Plansource or Anthem Beneficiary Designation Form — if completed on paper form, it can be emailed or mailed.

EQUITABLE LIFE INSURANCE (IF ENROLLED)

Amount based on qualification.
Updated via DocuSign with Samantha Currin.
[email protected]
(916) 323-8841

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EQUITABLE LIFE INSURANCE PAGE

County of Riverside

Personal Contact Information to Update

Phone Number
Address
E-mail Address

FINAL CHECK

Updated with a wet signature.
Must be mailed to the County.

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COUNTY OF RIVERSIDE FINAL CHECK FORM

VALIC 457 (IF ENROLLED)

Updated with a wet signature.
Must be mailed to the County.

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VALIC 457 BENEFICIARY DESIGNATION FORM

VALIC 401A (IF ENROLLED)

Updated with a wet signature.
Must be mailed to the County.

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VALIC 401A BENEFICIARY DESIGNATION FORM

NATIONWIDE (IF ENROLLED)

Updated with a wet signature.
Must be mailed to the County.
Must be mailed to Nationwide.

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NATIONWIDE BENEFICIARY CHANGE FORM

VEBA — GALLAGHER

Updated on website.

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update at WAGEWORKS.COM

CALPERS

BENEFICIARY DESIGNATION

Updated with a wet signature in myCalPERS portal.
If completed on paper form, must be emailed.

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CALPERS BENEFICIARY DESIGNATION FORM

PRE-RETIREMENT LUMP SUM BENEFICIARY DESIGNATION

Must be mailed to CalPERS.

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CALPERS PRE-RETIREMENT LUMP SUM BENEFICIARY FORM

SPECIAL POWER OF ATTORNEY

Must be mailed to CalPERS.
Requires 2 witnesses and must be notarized.

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CALPERS SPECIAL POWER OF ATTORNEY FORM

CONSIDER ESTATE PLANNING

Estate planning is the process of arranging wishes for the management and disposal of a person's estate in the event the person becomes incapacitated and/or after death.
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This is done at the member's expense, but is highly recommended by the association.

ESTATE PLANNING INCLUDES


probate
A legal process where a court validates the deceased person's will and/or determines that he/she died without a will. The court will appoint someone to handle the deceased assets and pay the bills owed upon death.
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POWER OF ATTORNEY
A written authorization to represent and/or act on another's behalf in private affairs, business, or some other legal matter in the event the person becomes incapacitated and/or after death.

TRUSTS/WILL
A legal document that ensures assets are passed down to heirs as per your wishes.

ADVANCED HEALTHCARE DIRECTIVE
A legal document that explains your medical decisions and wishes, in the event you cannot make the decisions yourself. This allows your health care team and loved ones to know what kind of care you want, or who you designate to make decisions.