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: BenefitConnect website
- By phone: HR Service Center
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 BenefitWallet website.
- By phone: BenefitWallet
For the Chevron U.S. benefit programs listed below:
- 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)
Designate beneficiaries for each applicable plan as follows:
- Online: BenefitConnect website
- By phone: HR Service Center
Estate planning resources are available to help you plan for your loved ones after you’re gone.
plan documentation
contact
Here's where to get phone numbers and websites for all your benefits.
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