Human Resources

Designating Beneficiaries

It is important to keep a record of your beneficiary designations and to update them whenever your circumstances change. Keep a copy of all beneficiary designations and review them periodically. You may change your beneficiary designations at any time.

Life Insurance Beneficiary Designation

To update your Life Insurance Beneficiary, please complete the Life Insurance Beneficiary form and return it to the WHOI Benefits Team:

  • MS#15
  • Fax: 508-457-2173
  • Email: BenefitsQA@whoi.edu

Please remember to password protect any documents sent via email.  The password should be sent to BenefitsQA@whoi.edu in a separate email.

WHOI Defined Contribution Retirement Plan (403(b) Plan)

To update your 403(b) Beneficiary Designation, contact Principal online at Principal.com or contact them directly at 800-547-7754.

WHOI Defined Benefit Retirement Plan (DB Plan)

To update your Pre-Retirement Beneficiary Designation, please complete the DB Beneficiary Designation formand return it to the WHOI Benefits Team:

Please remember to password protect any documents sent via email.  The password should be sent to BenefitsQA@whoi.edu in a separate email.

Last updated: November 16, 2017