Qualifying Events - Beneficiaries

Are your beneficiaries up to date? If you have recently had a major life event (marriage, divorce, birth or adoption) you may want to review and update your beneficiary information.  If you are unsure of your current beneficiary, you may stop by OSU Benefits, 106J Whitehurst, with your OSU ID or another form of identification, as this information cannot be provided over the telephone.

Employees should ensure they have beneficiary forms on file for the following:
1)      Basic and/or Supplemental Life Insurance: Eligible employees, working 30 hours per week (.75FTE) or above, are provided Basic Life insurance, paid for by OSU, of two times your annual salary up to $200,000. Employees may also be enrolled in Voluntary Life Insurance. You can submit a new beneficiary form by completing this form http://hr.okstate.edu/sites/default/files/docfiles/lifebeneficiary.pdf

2)      Alternate Retirement Plan with TIAA-CREF and/or Oklahoma Teachers' Retirement System 

a.  TIAA-CREF –login to your TIAA-CREF account at www.tiaa-cref.org/okstate to view and make beneficiary changes, or complete and submit this TIAA-CREF Beneficiary Form: http://hr.okstate.edu/sites/default/files/docfiles/BENEform.pdf

b.  OTRS Beneficiary Form: http://www.ok.gov/TRS/documents/Beneficiaries%20Designation.pdf

3)      State of Oklahoma Outstanding Wages: per Oklahoma law, if this form is not on file, the maximum of your final wages that could be paid out is no more than $3,000, http://hr.okstate.edu/sites/default/files/docfiles/OutstandingWagesBeneficiaryForm.pdf

Questions? Please contact OSU Benefits at (405) 744-5449 or osu-benefits@okstate.edu.