It’s easy to update your beneficiary information online

Designate beneficiaries for your retirement plan by following the instructions below.*

How to update your beneficiary information

*Beneficiary: The person you designate to receive any remaining account balance or income payments should you pass away.

Access the beneficiary page

• Log in to your account on www.corebridgefinancial.com/rs/sjcme
• On the next screen, click the dropdown menu next to your name at the top of the page
• Click “Change Beneficiaries”

You will be able to add, update or delete beneficiaries and designate beneficiary percentages.

Create a new beneficiary

• Click “Add a beneficiary”
• Enter the new beneficiary’s details
• Click the “Save” button

Note: Fields with a red asterisk are required.

Edit a beneficiary

• Click the plus sign by the beneficiary’s name
• Edit desired fields on the record
• Click the “Save” button

Delete a beneficiary

• While editing the record, click the “Delete” button

Note: Only unassigned beneficiaries can be deleted.

Set or manage beneficiaries

• Click the “Beneficiary Designations” button at the bottom of the screen
• Scroll down until the buttons “Manage Your Beneficiary” and “Change Beneficiary Designation” appear
• To edit a designation, click “Change Beneficiary Designation”
• To modify, click “Update”
• Change the benefit percentage and/or the “Primary or Contingent” type
• You can also choose to click “Remove”
• Before removing, you must first delete the percentage
• To add a beneficiary, click “Add Beneficiary Designation”
• Select the desired person/entity from the dropdown on the left
• Set “Primary or Contingent” and enter a percentage
  — Click the “Add” button

Review your beneficiary designations

• From any page:— Click “Your Name” in the upper right corner of the page
  — Click “Change Beneficiaries”
  — Click the “Beneficiary Designation” button

Will I receive a confirmation of the updated beneficiary designation be sent to me?

Yes, Corebridge Financial will send a confirmation email by way of PersonalDeliver-e® whenever you update a beneficiary designation. In addition, we will mail a confirmation letter to your address of record. Beneficiary updates will also appear on your next quarterly statement.