Fund FAQs

Changing Personal Information

What personal information does the Fund need from me and why is it important to keep it current?
How do I change my beneficiary?
What do I do if I marry or divorce?
What do I do if I legally change my name?
What if I move?
My beneficiary died. What do I do?
What if I've forgotten whom I named to be my beneficiary?

1. What personal information does the Fund need from me and why is it important to keep it current?

The Fund wants to be able to provide you and your beneficiaries with your retirement benefits. Naturally, your current name and social security number are needed to help us identify you. By providing us with your home address, telephone number and email address, we can keep you up-to-date on your benefits and any changes that occur. Keeping your marital status, beneficiary name(s) and address(es) up-to-date allows us to pay benefits to those you wish to provide for at your death.

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2. How do I change my beneficiary?

To make beneficiary changes, you can download a Designation of Beneficiary form. Once you have it filled out and notarized, send it to the Fund. Until your new beneficiary designation is accepted by the Fund, your choice has not been legally completed.

If you turn age 35, are married and previously designated someone other than your spouse as your beneficiary, you must resubmit a Designation of Beneficiary form with notarized consent from your spouse.

NOTE: Federal law imposes strict rules for married employees designating beneficiaries other than their spouses. The employee must have notarized consent from their spouse if the spouse is not the only beneficiary.

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3. What do I do if I marry or divorce?

If you change your marital status, we need to know. Federal laws impose strict rules in the distribution of benefits to beneficiaries for married couples. Calling us at 800-RET-YMCA is the quickest way to find out which forms you'll need to fill out to update your file. For more information, see Divorce.

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4. What do I do if I legally change my name?

If you change your name, send the Fund a notarized Change of Name form.

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5. What if I move?

The Fund needs to be aware of where you live so we can send you updates on your benefits. Whenever you move, marry, divorce, or change your email address, let us know. This is especially important if you leave YMCA employment.

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6. My beneficiary died. What do I do?

Contact the Customer Service Department at 800-738-9622 and inform the Fund. After discussing your wishes, we'll determine if you need to fill out a new Designation of Beneficiaryform.

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7. What if I've forgotten whom I named to be my beneficiary?

Your beneficiary is listed on your most recent annual Benefits Statement. You can also call the Customer Service Department at 800-RET-YMCA for the information.

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