Ursorg beneficiary designation form 2026

1. Click ‘Get Form’ to open the ursorg beneficiary designation form in the editor.
2. Begin with SECTION A - MEMBER INFORMATION. Fill in your Social Security number or URS-assigned account number, first name, middle initial, last name, and date of birth. If applicable, indicate if you are a retired member receiving benefits or a spouse.
3. Next, specify your marital status and list your spouse's name and birth date if married. Then select all plans in which you participate by checking the appropriate boxes.
4. Move to SECTION B - BENEFICIARY INFORMATION. List all beneficiaries for each plan indicated above. Include their full names, relationships to you, birth dates, and mailing addresses. Ensure that you designate primary and contingent beneficiaries as needed.
5. If designating a trust as a beneficiary, complete the relevant section with the trust's name, date, trustee(s), and their address.
6. Finally, sign and date SECTION C - MEMBER AUTHORIZATION to validate your designations before submitting the form for processing.

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