Get Myportico

This guide provides a clear and comprehensive overview of how to fill out the Myportico beneficiary designation form for your ELCA retirement plan account. Ensuring that your beneficiary information is accurate and up-to-date is essential for the proper distribution of your benefits.

Follow the steps to complete your Myportico form effectively.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in your personal information in Section A, including your legal name, email address, social security number, address, and birth date. If you have an eligible same-gender partner, include their details as well.
3. In Section B, designate your primary beneficiaries. Clearly list each person's name, social security or tax identification number, and the percentage of your benefits they will receive. Ensure the total percentage for primary beneficiaries equals 100%.
4. Next, designate your secondary beneficiaries in the same manner as the primary beneficiaries. Remember, secondary beneficiaries only receive benefits if all primary beneficiaries have predeceased you.
5. Review the completed form for accuracy. Ensure all required sections are filled out and that you have signed and dated Section D.
6. If applicable, have your eligible same-gender partner complete Section C and provide a notarized signature if they are not your sole primary beneficiary.
7. Return the completed and signed form to Portico Benefit Services via mail, email, or fax. Ensure that Portico receives the form for it to be valid.

Take action now by completing your Myportico beneficiary designation form online to ensure your wishes are honored.