| Procedure Name: | Loss of Spouse or Divorce |
|---|---|
| Scope: | All Staff |
| Revision Date: | September 14, 2021 |
| Last Review Date: | June 15, 2023 |
Losing a spouse through a passing, divorce, or otherwise is a difficult hardship to walk through. We want to make the process as easy as possible as you walk through this difficult season. Below are some steps you'll need to take to make sure your information is updated.
Steps
Tax Settings: Adjust your W-4 at Tax Info & Forms (Link to Federal W4) as needed
If you are changing your last name, you will need to send in a new Social Security Card to payroll@reliant.org so we may update your name in our payroll system.
You may need to adjust your Release of Personal Information
You may need to update your Beneficiary for your 401k
You may need to update the Beneficiary for your HSA Account
Fill out a new Life Insurance Beneficiary Form to change the Beneficiary
2 Comments
Caleb Hayworth
Barb Seckler Tonya Bartels Kathy Zellinger how does this look? any changes?
Kathy Zellinger
I changed "can" to "may". That's it.