Add/Update Beneficiary Information In Vanguard (403b)
HR
Human Resources
Created May 02, 2023
Add/Update Beneficiary Information In Vanguard (403b)
1
l
Vanguard
11 Steps
1
Go to logon.vanguard.com
2
Enter your username
Please note: HR does not have access to reset or update your username or password on Vanguard.
3
Type in your password
Use the "Forgot username or password?" link if you need to reset your information.
4
Click on Log in
5
Click on Text or Call to receive one-time code
6
Enter code that was sent to your phone
7
Click on Verify after you enter the received code
8
Click on "Go to my account" button
9
Click on My Accounts
10
Click on Balances & holdings
11
Click on "Go to my 403(b) plan for details"
v
Vanguard403bservices
2 Steps
12
Click on Shortcuts
13
Click on "Manage Beneficiaries"
r
Financialtrans
5 Steps
14
Click on confirm marital status:
15
Click on +ADD/UPDATE…
16
Follow prompt to enter appropriate updates.
17
After entering updates or changes click on Submit Changes
18
Click on Save
Well done!
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