Keeping Beneficiary Information Up-to-Date
Q: How can I update my beneficiary information under the 60+ Plan?
A: To update your beneficiary information under the 60+ Plan, complete a new Beneficiary Form and submit it to AGA Benefit Solutions. Contact AGA for assistance or additional forms.
As Tom settled into retirement, he wanted to ensure his wife, Emily, would be supported if anything happened to him. Realizing the importance of having up-to-date beneficiary information, Tom decided to review and, if necessary, update his records under the 60+ Plan.
Tom learned that updating his beneficiary information was a simple process. He just needed to complete a Beneficiary Designation Form, which he could obtain from AGA Benefit Solutions or the plan’s website. After filling out the form with his updated information, he submitted it back to AGA to ensure his records reflected his current wishes.
Knowing that Emily would receive any applicable benefits without issues brought Tom peace of mind. For him, the ease of updating beneficiary details was a valuable feature of the 60+ Plan, helping him stay proactive in planning for his family’s future security.