Add/Update Beneficiary Information In Vanguard (403b)

Updated Date: May 2, 2023

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" 

12. Click on Shortcuts

13. Click on "Manage Beneficiaries"

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

Created with joy by Human Resources for our IHOPKC Staff Members and 403b account holders