top of page

Forms

Change of Beneficiary Form

If you haven’t named a beneficiary, have had a name change, or want to change your existing beneficiary, please select the correct form below.

​Plan A (401k Plan) and Plan C (defined benefit pension plan) require separate beneficiary forms. If you are unsure which form(s) is correct for you, please call CBERA at

781-551-8500.

Please print the form(s) below and return your completed form to CBERA:

Talk to Our Team

Contact our team today to learn more about how we can help you build a successful retirement.

bottom of page