Active and Inactive Members
There may be certain death benefits available if you should die
as an active member. During your employment, it is important to
keep your beneficiary designation current to reflect changes in
your personal life (e.g. marriage, divorce, children,
etc.) As an active or inactive member, you may change your
beneficiary designation until the date that you retire.
As you approach retirement, read the Guide to Your SamCERA
Benefits section on “Beneficiaries and Retirement
Payment Options.” This section also includes information on
retiree death benefits.
You can download the Beneficiary Designation Form on the Member Forms page.
At retirement, you will make a financial decision regarding
the benefit you would leave to your beneficiaries (this is called
a “survivor benefit”). You will complete a new beneficiary form
and the survivor benefits will be paid in accordance with what
retirement option you elect.
Retired Members
Retirees may only change certain beneficiary designations for
those persons who are to receive a lump sum payment.
You can download the Beneficiary Designation Form on the Member Forms page.
Additional Information
Beneficiary designations can be affected by dissolution of
marriage or termination of registered domestic partnership. If
you are either a member or a former spouse of a member, please
refer to the “Divorce
and Your Benefit Guide” for more information regarding
beneficiary selections.
