[UCRDBR] Update Your Beneficiary Information on UCRAYS and NetBenefits

[Departmental Benefits Representatives]

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June 25, 2025

To:
Department Benefits Representatives (DBRs)
From:
Central HR Benefits Office
Re:
Update Your Beneficiary Information on UCRAYS and NetBenefits

DBRs, please share this information via your internal listserv.  Do not reply to this email.  Please
send a separate email with questions to benefits at ucr.edu<mailto:benefits at ucr.edu>.

Your UC benefits are designed to protect you and your family.  Make sure to designate beneficiaries for your retirement and insurance accounts - and keep them up to date - so your benefits will go to whom you intend.

Depending on your benefits, you'll need to designate beneficiaries for:

  *   UC Retirement Plan (UCRP) benefits (including Pension Choice)
  *   Life insurance
  *   Accidental death & dismemberment (AD&D) insurance
  *   UC Retirement Savings Plan accounts (including Savings Choice, Pension Choice supplemental accounts and other DC, 403(b) and 457(b) Plans)
  *   Health Savings Account balances

How to designate and update beneficiaries
You may update beneficiaries online through your secure UC Retirement At Your Service UCRAYS)<https://retirementatyourservice.ucop.edu/> and/or Fidelity NetBenefits<https://nb.fidelity.com/public/nb/default/home> accounts or call Health Equity HSA. Here's how:

Use UCRAYS for: UCRP, Life Insurance and AD&D

  1.  Log in to UCRAYS<https://retirementatyourservice.ucop.edu/> and click "Manage Contacts" on the main menu.
  2.  On the Manage Contacts page, click "Manage Beneficiaries."
  3.  On the Manage Beneficiaries page, click "Add/Edit Beneficiary."
  4.  On the Beneficiary Designation page, click "Add New Beneficiary."
  5.  Enter your new beneficiary's information.  If your new beneficiary is already an existing contact, you can select that person from the Existing Contact dropdown to automatically fill in their information.  Click "Add New Beneficiary."
  6.  Repeat the process to add multiple beneficiaries.  When you are finished, click "Next."
  7.  On the Beneficiary Designation page, specify whether each beneficiary is primary or secondary.  You may enter a percentage share amount or check "Equal Share" to evenly distribute shares among your beneficiaries.  When you are finished, click "Next."
  8.  Review and confirm your beneficiary designations.  A confirmation will be sent to your email address on file.

Fidelity: UC Retirement Savings Plan accounts
Log in to your netbenefits.com<https://nb.fidelity.com/public/nb/default/home> account and click on "Profile."

In addition to keeping your beneficiary information up to date, you can review and edit personal and contact information and choose how you would like to receive important information.  Please note that a telephone number is required for multi-factor authentication, an added level of account security enabled on netbenefits.com.

HealthEquity: Health Savings Account

Call HealthEquity at 866-212-4729.


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