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December 27, 2016 | Print | Site Map | Help
 

Pension Plan

 
Beneficiaries

Designation of Beneficiary

  1. Subject to the provisions of Subsection b., a Pensioner or other Participant may designate a Beneficiary or Beneficiaries to receive any payments dues and payable but not actually paid prior to the death of the Pensioner or any benefits provided in accordance with Sections 8.01, 8.02, 8.03 or 8.04 by forwarding such designation on a form acceptable to the Board or to the Pension Fund Office. A Pensioner or other Participant shall have the right to change his or her designation of Beneficiary without the consent of the Beneficiary, but no such change shall be effective or binding on the Board unless it is received by the Board prior to the time any payments are made to the Beneficiary whose designation is on file with the Fund Office. Any payments due and payable but not actually paid prior to the death of the Pensioner or any benefits provided in accordance with this Article shall be paid to such designated Beneficiary. If such designated Beneficiary who had survived the Pensioner or other Participant, and is therefore entitled to the benefits and payments stated in Sections 8.01, 8.02, 8.03, or 8.04, dies prior to the receipt of one or more of the payments or benefits, such payments or benefits shall then be paid in accordance with the procedure provided in Section 8.06.
  2. A married Pensioner or other Participant who designated anyone other than his or her Spouse as Beneficiary shall be required to obtain his or her Spouse's consent to such designation or any change in such designation, in a form or manner prescribed by the Board.

Lack of a Designated Beneficiary. If no designated Beneficiary is alive at the time any benefits are payable as a result of a Participant's or Pensioner's death, any benefits due and payable but not actually paid prior to his or her death or any benefits provided under this Article shall be paid to the Spouse of the Participant or Pensioner if then living or, if there is no Spouse then alive, such payments may be made to the Participant's or Pensioner's estate, or to his or her heirs, as provided under applicable law of the State of California.

Download the Beneficiary Designation Form.

References to specific section(s) of the Plan can be found in the Official Plan Document under Plan Documents on this website.

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Contact FormEmail:
resilientinfo@hsba.com

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Health Services & Benefit Administrators, Inc. (HS&BA)
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Dublin, CA 94568-7756

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