How to Change the Beneficiary on Ford Retirement Accounts
- 1). Call Ford human resources at 800-367-5690 and confirm what retirement plans you are participating in. It is feasible that you were automatically enrolled in the Ford Retirement Plan for all employees but never elected to enroll in the 401k plan. Obtain the contact information for the 401k administrator if you do not have a statement and request a beneficiary change form for the Ford Retirement Plan.
- 2). Call the customer service number on the Ford 401k statement. If you don't have a recent statement, you may not be aware of the new 401k plan administrator, Mainstay Capital Management, effective Jan. 5, 2010. Request a beneficiary change form (see Resources).
- 3). Fill out the forms with your name, address and phone number. Include your account or Social Security number and date of birth. Record the new beneficiary names and contact information on the lines provided.
- 4). Sign and submit the forms to the proper department. The Ford Retirement Plan form should be submitted to Ford Human Resources and the 401k change should be submitted to Mainstay Capital Management.
Mainstay Capital Management
P.O. Box 487
Grand Blanc, MI 48480
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