Designating or Changing Your ACERA Plan Beneficiary(ies)
A beneficiary is simply someone who gets a benefit. Your ACERA beneficiary is the person or persons you designated to receive death benefits from ACERA in the event of your death. You can have multiple beneficiaries.
In completing your ACERA member Enrollment Questionnaire, you are asked to name your ACERA plan beneficiary(ies). The form includes your beneficiary’s personal information, including name, Social Security number, and his or her relationship to you. Once completed, your form is forwarded to ACERA by your employer.
Member-designated beneficiaries receive any death benefits payable in the event of the member’s death (unless pre-empted by statute). A beneficiary can be your spouse/ registered domestic partner, minor child, or any other person. You may designate multiple beneficiaries. It is important to keep beneficiary designations current to ensure timely payments to the beneficiary named and on file with ACERA at the time of your death. Review our death benefits page for information on which benefits different beneficiaries may be eligible for.
Active and deferred members may change their beneficiaries at any time. All beneficiary changes must be made in writing; changes cannot be made over the phone. To change your beneficiary(ies), complete the ACERA Active or Deferred Member Beneficiary Designation Form.
Retired members should consult Protecting Your ACERA Beneficiaries.
How to Ensure Your Loved Ones Are Supported
Log in to your ACERA Web Member Services account to see who your designated beneficiary is. If your beneficiary is not correct or the beneficiary field is blank, active and deferred members can designate a beneficiary by completing an Active or Deferred Member Beneficiary Designation Form. (You can name fund custodians for beneficiaries under age 18 on this form to avoid court appointment.) You can mail the completed form to us or QIC it to 22901.