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Beneficiary Designation

Standard Sequence by Plan

Each of your benefit plans has a default or "standard sequence" of beneficiaries to which survivor benefits will be paid if you do not file a designation form naming specific beneficiaries, or if all of your named beneficiaries are deceased. The default payment sequences vary by benefit plan and each benefit plan has a separate Beneficiary Designation form.

Whenever you have a life event change it's important to review your beneficiary designations and complete and file a new Beneficiary form if necessary.

 
Benefit Plan
Default or Standard Sequence
Additional Options Available
Wisconsin Retirement System (WRS)
 1. Spouse
2. Children
3. Grandchildren
4. Parents 
5. Brothers & Sisters
6. Estate
  • You can name specific beneficiaries for your regular retirement account.
  • You can name specific beneficiaries for your voluntary additional contributions, if any.
  • You can name specific beneficiaries for your tax sheltered contributions, if any.

    Beneficiary Designation form ET-2320 is used for the above process. Or, you can request an Alternate Beneficiary form from Employee Trust Funds if ET-2320 does not meet your needs.

    Note: Beneficiaries named on either form apply to both your Wisconsin Retirement account and your State Group Life Insurance proceeds unless you complete and file separate forms for each program. Access the Beneficiary Form.
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Benefit Plan
Default or Standard Sequence
Additional Options Available
State Group Life

Employee Coverage
1. Spouse
2. Children
3. Grandchildren
4. Parents 
5. Brothers & Sisters
6. Estate
  • You can name specific beneficiaries for your State Group Life Insurance, including all levels of coverage.
  • You can name separate beneficiaries for your basic, and/or supplemental and/or additional life insurance.

    Beneficiary Designation form ET-2320 is used for the above process. Or, you can request an Alternate Beneficiary form from Employee Trust Funds if ET-2320 does not meet your needs.

    Note: Beneficiaries named on either form apply to both your Wisconsin Retirement account and your State Group Life Insurance proceeds unless you complete and file separate forms for each program. Access the Beneficiary Form.

State Group Life

Spouse and Dependent Coverage
1. Employee
2. Estate
  • You cannot name specific beneficiaries for your spouse and dependent coverage versus your basic, additional and supplemental.
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Benefit Plan
Default or Standard Sequence
Additional Options Available

Individual and Family Group Life

Employee Coverage
1. Spouse
2. Children
3. Parents
4. Grandchildren 
5. Brothers & Sisters
6. Estate
  • You can name specific beneficiaries. Beneficiary Designation form F.53232 is used for this purpose. Access the Beneficiary Form.
Spouse Coverage
1. Employee
2. Children
3. Spouse's Estate
  • You can name specific beneficiaries. Beneficiary Designation form F.53232 is used for this purpose. Access the Beneficiary Form.
Dependent Coverage
1. Employee
2. Spouse
3. Children
4. Child's Estate
  • You can name specific beneficiaries. Beneficiary Designation form F.53232 is used for this purpose. Access the Beneficiary Form.
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Benefit Plan
Default or Standard Sequence
Additional Options Available
UW Employees Inc., Life
 1. Spouse
2. Children
3. Parents
4. Brothers & Sisters 
5. Estate
  • You can name specific beneficiaries. Beneficiary Designation form GA-562 is used for this purpose. Access the Beneficiary Form.
Benefit Plan
Default or Standard Sequence
Additional Options Available
University Insurance Association Life (UIA)
 1. Spouse
2. Children
3. Estate
  • You can name specific beneficiaries. Beneficiary Designation form F.59786 is used for this purpose. Access the Beneficiary Form.
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Benefit Plan
Default or Standard Sequence
Additional Options Available

Accidental Death & Dismemberment (AD&D)

Employee Coverage
1. Spouse
2. Children
3. Grandchildren
4. Parents 
5. Brothers & Sisters
6. Estate
  • You can name specific beneficiaries. Beneficiary Designation form UWS-1245 is used for this purpose. Access the Beneficiary Form.
Spouse or Dependent Coverage
1. Employee
2. Estate
  • You cannot name specific beneficiaries for spouse or dependent coverage versus employee coverage.
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Benefit Plan
Default or Standard Sequence

Additional Options Available

Dental and Excess Medical (EPIC)

Employee
   Estate
  • You can name specific beneficiaries for the Accidental Death and Dismemberment benefit. Beneficiary Designation form E11444-9602 is used for this purpose. Access the Beneficiary Form.
Spouse and Dependent Coverage
   Employee
  • You cannot name beneficiaries for the Accidental Death and Dismemberment benefit for spouse and dependent coverage.
Benefit Plan
Default or Standard Sequence
Additional Options Available
Deferred Compensation (DC)
 1. Spouse
2. Children
3. Parents
4. Grandchildren 
5. Brothers & Sisters
6. Estate
  • You can name specific beneficiaries. Beneficiary Designation form NDC-0191-0302 is used for this purpose. Access the Beneficiary Form.
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Benefit Plan
Default or Standard Sequence
Additional Options Available
Tax Sheltered Annuities (TSA)
 Contact the vendor for payment sequence information and for Beneficiary Designation Forms.