Control where your University of Illinois Fidelity 403(b) inheritance goes! Life changes, and so do your wants and needs. If something happens to you, make sure your beneficiary information reflects your current wishes.
Watch this two-minute video guide on reviewing your beneficiary designations.
How can I review and update my beneficiary(s)?
Log in or register as a new user to your Fidelity account to update your beneficiary(s):
- Select the Profile icon at the top of the page
- Select Beneficiaries
- While you are logged in, it is also recommended that you
- Review/update your mailing and email addresses
- Secure your account by setting up 2-factor authentication
Beneficiary designations previously made on a paper beneficiary designation form will remain in effect until you elect or change your designations through the online process or submit a new paper form.
If you cannot access your Fidelity account online, please call Fidelity at 800-343-0860 to review your beneficiary(s) on file or to request a paper form. Complete and mail paper forms directly to Fidelity at the address on the form.
Questions?
- Contact Fidelity at 800-343-0860
- Create a service ticket with University Payroll & Benefits (UPB): UPB Service Portal
