How Do I…
Change My Beneficiary?
Because life changes (death, marriage, having a child, divorce) can occur during your career with the city, it is very important to ensure your beneficiary designation is up-to-date. Beneficiary data is shown on your annual statement and can be viewed through MyTMRS or may be requested in writing.
You can designate or change your beneficiary in MyTMRS by logging on and clicking the blue Update button on the right side of the Beneficiaries tab. Beneficiary choices that require spousal consent (if you are vested, married, and naming a beneficiary other than your spouse) still require a paper form and a signature. MyTMRS will alert you if spousal consent is necessary and will direct you to the correct form.
You can also update your beneficiary using the Beneficiary Designation Before Retirement (TMRS-BENE) form.
After you become vested, you must resubmit a new beneficiary designation (through MyTMRS or by paper form) with TMRS, even if you do not change your beneficiary.
Vesting is an important time to review your beneficiary because if you die without having a valid beneficiary designation on file at TMRS, payment of death benefits will be delayed until TMRS has completed an in-depth review of your marital and family history. Your surviving family members will be asked to file sworn Affidavits of Family History, and to obtain sworn statements from disinterested witnesses (non-related individuals such as friends, coworkers, etc.) who can also attest to the information being submitted to TMRS. Documentation such as marriage certificates, divorce decrees, birth certificates, death certificates, etc. will be requested to confirm all of the information provided on the Affidavits.
Vested death benefits will be paid in the following order:
- To your spouse; or
- To your children if there is no spouse; or
- To the last designated beneficiary if there is no spouse and no children; or
- To the estate.
To avoid surviving family members the additional grief associated with this process, please maintain a valid beneficiary designation for your vested death benefits at all times.