Beneficiary Form - Life Insurance 

To designate or change your beneficiary, download and complete the Principal Beneficiary Designation/Change Form (PDF).

Form Instructions

  • Contingent beneficiaries only receive the life insurance payout if the primary beneficiaries are deceased
  • If you have Group Basic Term Life, complete pages 1 and 4
  • If you have Voluntary Term Life, also complete pages 2 and 3
  • If you do not wish to designate different beneficiaries on pages 2 and 3, just write “Same as Page 1”
  • Social Security Numbers are not required for your beneficiaries and they may reside outside of the U.S.
  • Consider the custodial appointment for minors as seen on page 4
  • Sign and date the form (this is required)

Submitting the Form

Once completed, submit the form using one of the options below: 

Submit by Mail

University Human Resources Benefits Office

3810 Beardshear Hall

515 Morrill Road

Ames, IA 50011-2103

Submit by Email

Email the completed form to:

Important: Please ensure you name is at the top of the form but do NOT include your social security number (SSN) or anyone else's. To help us identify you without your SSN, please send the form from your Iowa State email account.

Submit by Fax

Fax the completed form to: 


Upon Receipt of Form

When the Benefits Office receives your form, it will be uploaded to your Workday documents. Within a week, you may view your form in Workday by following these directions:

  1. In Workday, click on the cloud (or your photo) in the upper right-hand corner.
  2. Select View Profile.
  3. In the blue bar on the left, click Overview.
  4. Along the top menu, click on Documents which you’ll find on the far right.

Please direct any questions about the beneficiary form to

You can change your beneficiary at any time by completing and submitting a new form.