TSS - Adding, Changing or Removing a Beneficiary for Basic Life, Supplemental Life, or Accidental Death & Dismemberment

Adding, Changing or Removing a Beneficiary for Basic Life, Supplemental Life, or Accidental Death & Dismemberment

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First Published  :Thu Jan 07 17:08:26 GMT 2016
Last Modified  :Fri Nov 17 13:35:25 GMT 2017
Last Published  :Fri Nov 17 13:35:25 GMT 2017
Summary :  Reference for active employees who would like to make a change to the beneficiary(ies) for their basic life insurance, supplemental life insurance, or accidental death and dismemberment insurance.

Response

Primary Information

    Beneficiaries
    Before proceeding you must determine your current beneficiary status on eServe:
    1. Do not have a beneficiary on file (see #1 below)
    2. Already have a beneficiary on file (see #2 below)
    3. Add a trust as your beneficiary (see #3 below)
     
    1. No Beneficiary on File
    If you do not have any beneficiaries on file, you cannot add one through self-service. You must contact Tufts Support Services via email with the following Beneficiary  information:
    • Name
    • Relationship to employee
    • Date of Birth
    • Primary Percent
    • Contingent Percent
    • Gender
    Tufts Support Services can be reached at:
     
    Tufts Support Services
    62R Talbot Ave
    Medford, MA 02155
    Tel: (617) 627-7000
    Fax: (617) 627-7001
    Email: tss@tufts.edu

     
     
    2. Beneficiary on File
    To add, change, or remove a beneficiary, you must first log into eServe. Go to Self Service > Benefits > Benefits Summary link [not the dependents & beneficiaries link], and click on the appropriate insurance where you want to add or change a beneficiary. 


              The bottom of the page should display your current beneficiary allocations.
     
    Click “edit” to change the percent that a current beneficiary will receive. If you wish to “remove” a beneficiary, enter 0%. (Note: A previous beneficiary record cannot be deleted.) You must save your changes.
     
    If you want to add a beneficiary, from the same location first click "Edit" and then you will see the “Add a Beneficiary” to add a new beneficiary. Input the name, relationship, date of birth, address and primary and/or contingent % allocation. You must save your changes.

     
    3. Add a Trust as a Beneficiary
     -Click on “Add a Beneficiary” to add a trust as a beneficiary. For the First Name field, type “TRUST”. In the Last Name field, type “SEE FILE”. Enter 0’s in the Social Security fields. If the trust is in someone’s name enter their date of birth.  Click Edit and enter 100% in the Primary field. You must save your changes before exiting. 
    - Step 2) Provide Tufts University Human Resources with the relevant document(s) for your designated Trust. These are then kept on file in a secure record system in case they are needed in the event of a beneficiary claim.

    Email attachment: TSS@tufts.edu
    Fax: 617-627-7001
    Walk-in / Mail / Inter-office Campus Mail: TSS - 62R Talbot Ave, Medford, MA 02155



     

Related Information

    Link to Employee Self Service: http://access.tufts.edu/get-work-done/my-information/eserve

    TSS cannot tell who the constituent chose for Retirement Plan Beneficiaries. You must contact the Vendor (Fidelity or TIAA) for this information and to obtain a Beneficiary Election form.

Information

Keywords

    Life Insurance, Beneficiary, Accidental Death and Dismemberment, Insurance, Trust