Beneficiary Checkpoint
Know your designations. Protect your plans.

Check retirement beneficiary records

North Carolina retirement beneficiaries should verify current designations through official retirement-system channels. Ask the plan administrator which forms, including any 333BEN form, apply to your situation.

Educational information only; not legal, tax, investment, or financial advice. We do not access accounts, change beneficiaries, or guarantee outcomes. Verify requirements with your institution or qualified adviser.