Personal or Family Status Changes
Below is a list of various items that you may consider updating based on a recent personal or family status change.聽 While this list may not be all inclusive, if your change involved marriage, death, birth, or adoption, the following list of action items should provide you with the most common items requiring follow-up for your consideration.
For example, if you were recently married or entered into a registered domestic partnership or are recently divorced, you may want/need to update your name, address, emergency contact information, health benefit dependents, life insurance and retirement beneficiary designee, and your payroll designee.
To Change your address for 快活林性息, CalPERS, PST Records, and SPP 401(k)/457, complete the Employee Action Request (STD 686):
To Change your address for Voluntary Retirement Plans 403 (b) TSA, and Life Insurance, contact your vendor directly:
To Enroll or Dis-Enroll in Direct Deposit or to change the Financial Institution where your pay warrant funds are deposited, go to the Direct Deposit page.
To provide or update the name of an individual the University should contact in the event of an emergency, please complete the Employee Information Form.聽 If your department also maintains this information, you may want to ensure they have the same information.
To adjust the number of Federal and State Allowances you are claiming, complete a new Employee Action Request Form:
If you need to add or remove a spouse, registered domestic partner, or a dependent, please consult 鈥淗ow do I enroll or make changes to 鈥�.鈥� under the appropriate plan on the following website:
If you have a voluntary or employee paid life insurance plan, you can make changes or manage your beneficiary designation by contacting the Standard Insurance Company - Life, Accidental Death and Dismemberment (AD&D), and Long Term Disability (LTD) insurance at:
1. PREFERRED NAME:聽To request that on-line 快活林性息 systems and reports display your preferred name in place of your legal name:
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Within the聽, select the聽HR聽tab >聽Personal Information聽>聽Update Personal Information. Select聽Change name聽>聽Edit Name. First and Last names must be entered. Select聽OK聽and聽Save. (Please note that your pay warrant can only be issued in your legal name).
2. LEGAL NAME:聽To update records to reflect a change in your legal name:
- Complete the聽聽and submit it in person to Human Resources, 165 University Hall; you must present an original Social Security Card with the new name.
A Payroll Designee is the person you designate as authorized to receive final pay warrants due you in the event of your death.聽 To provide a name or to update the designee on record, please complete the State form titled 鈥淒esignation of Person(s) Authorized to Receive Warrants.鈥�
- 聽 聽聽
If you are a member of the California Public Employees Retirement System (CalPERS), you may make changes directly at:
If you are a member of the Part-Time, Seasonal, Temporary Employees Retirement (PST) Program, you may make changes directly at:
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(855) 616-4776 or visit聽
To change your beneficiary for Voluntary Retirement Plans [403 (b) TSA, 401 (k)/457 plans], contact your vendor directly from the HR Benefits website: