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Update Your Beneficiaries

One of the best ways you can care for your family’s financial well-being is to establish beneficiary designations on your life insurance, retirement accounts and Health Savings Account (HSA). Ensuring your beneficiaries are assigned and up-to-date gives you control of where your assets go and provides your family with peace of mind.

To designate or update the beneficiary for your accounts, follow these steps: 

Basic Life Insurance and Supplemental Life Insurance:

CORE Connect now allows teammates to make changes to their beneficiaries themselves.  
 
You will need to use the following steps after logging onto CORE Connect: 

CORE Connect

Questions

704-631-1500, choose Option 1

  1. Click on the Me tab
  2. Select the Benefits tile
  3. Click on Report A Life Event 
  4. Scroll down and select Update/Designate Beneficiaries for life insurance plans 
  5. Use the current date as the effective date 
  6. Click Continue at the top of the page  
  7. If applicable, add or update any beneficiary/dependent contact information on the People to Cover screen  
  8. Click Continue at the top of the page 
  9. Select Atrium Health Benefits Program 
  10. Click Accept to accept the attestation 
  11. Click the Edit/Pencil icon next to each plan applicable to your beneficiary update 
  12. Enter in the percentage amount you would like to allocate to each beneficiary  
    Note: If you want to remove someone as a beneficiary clear the current percentage and leave it BLANK not 0 
  13. Click OK 
  14. Repeat steps 11-13 until all plans have your desired beneficiaries listed
  15. Click Continue 
  16. Submit when finished 

Beneficiaries in CORE Connect cannot be deleted as they are part of a historical record. You will need to add any new beneficiary information on the People to Cover screen, and then click next/continue to make changes for the percentage allocation. If a beneficiary is no longer needed, delete the current contribution percentage leaving the space blank, then distribute the 100% amongst your desired beneficiaries. For assistance, please contact Benefits at 704-631-1500, Option 1.

Health Savings Account with Bank of America

Atrium Health Retirement Accounts with Empower Retirement

  • Log in to your account at AtriumHealth.org/Retirement
  • Designate a beneficiary for each account you have with Empower Retirement (please note that a designee on one account does not apply to all accounts)
  • Under Account Information click on Beneficiaries