Retirement RSP Update Your Beneficiaries Update Your Beneficiaries May 14, 2024

Update Your Beneficiaries

You can access your beneficiary information online 24 hours a day at Vanguard.com. Designating a beneficiary for your retirement savings online is a quick, easy, and secure way to take care of an important aspect of your estate planning. You may also view your beneficiary designations on your quarterly participant statement.

Naming your beneficiary and keeping your designation up to date is important because your beneficiary designation supersedes your will regarding the assets in your employer-sponsored retirement plan.

Do you need to name or change your beneficiary? Don’t delay! In just a few minutes you’ll have peace of mind in knowing your beneficiary information is up to date.

Please follow these simple steps to access your beneficiary information online or call Vanguard at (800) 523-1188 to request a paper beneficiary form:

  1. Log on to your online account at www.vanguard.com.
  2. Select My Profile.
  3. Select Beneficiaries.

Note: If you also have a nonretirement account with Vanguard, you may have to select Employer Plan before you click the My Profile tab.

Not registered for online account access? Go to Vanguard.com/register. You will need your plan number, which can be found on your statement(s). 

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