beneficiary designations

A beneficiary is a person or trust that you designate to receive certain benefits upon your death. Just as it’s important to have an estate plan to distribute your property and financial assets, it’s also important to designate beneficiaries for your Chevron benefits. You may already have beneficiaries on file, but have you reviewed them recently to be sure they’re still accurate? It’s a good idea to review your beneficiaries at least once a year. However, you should also review and update whenever you:

  • Experience a major life event such as a birth, marriage, dissolution of marriage or domestic partnership, or death in the family.
  • Update your will or estate plan.
  • Rollover a 401(k) or Individual Retirement Account (IRA).

Please note that you may not be participating in or be eligible for all the Chevron plans and programs discussed on this page.

You can designate beneficiaries for payment of final pay and vacation. You cannot designate a trust for payment of your final pay and vacation.

online

You can designate or review beneficiary designation for these plans on the Benefits Connection website. You may need to use your Benefits Connection password PIN to access the site.

  • Log in to Benefits Connection and choose the Personal Information tab.
  • Choose the Beneficiaries link.
  • Follow the instructions on the screen.

by phone

You can also alternatively call the HR Service Center and ask that a beneficiary designation form be mailed to you.

If you are eligible for and choose to participate in Group Critical Illness Insurance, you must designate your beneficiaries directly with Aflac on the Aflac Beneficiary Designation Form.
If you are eligible for and choose to participate in Group Hospital Indemnity Insurance, you must designate your beneficiaries directly with Aflac on the Aflac Beneficiary Designation Form.

If you are eligible for and choose to open and contribute to the BenefitWallet health savings account (HSA) with payroll deductions, you must designate your beneficiaries directly with BenefitWallet. 

online

Download and complete the Beneficiary Change form available on the www.mybenefitwalletsite.com website. 

by phone

Contact BenefitWallet at 1-855-234-7722 for assistance with designating a beneficiary for your HSA.

If you participate in any of the Chevron U.S. benefit programs listed below, you can designate beneficiaries for each applicable plan. 

  • Pension plans
  • Employee Savings Investment Plan (ESIP) and other retirement savings plans
  • Life insurance plans
  • Accident insurance plans
  • Executive compensation plans and programs (if applicable)

online

You can designate or review beneficiary designation for these plans on the Benefits Connection website. You may need to use your Benefits Connection password PIN to access the site.

  • Log in to Benefits Connection and choose the Personal Information tab.
  • Choose the Beneficiaries link.
  • Follow the instructions on the screen.

by phone

You can also alternatively call the HR Service Center and ask that a beneficiary designation form be mailed to you.