Hourly Pension Cash Balance Beneficiary Designation

This form should be completed when naming or changing your hourly cash balance beneficiary for your pension benefit (if applicable). Return all forms to the Benefits HelpLine via email at benefits@citgo.com or via mail at P.O.Box 4689, Houston, TX 77210-4689.

  Salaried Pension Cash Balance Beneficiary Designation

This form should be completed when naming or changing your salaried cash balance beneficiary for your pension benefit (if applicable). Return all forms to the Benefits HelpLine via email at benefits@citgo.com or via mail at P.O.Box 4689, Houston, TX 77210-4689.

  Life Insurance Beneficiary Designation

This form should be completed when naming or changing the beneficiary of any or all of your life insurance plans

  Health Savings Account (HSA) Beneficiary Designation Form

This form should be completed when naming or changing the beneficiary of your Fidelity Health Savings Account (HSA)

  Trusts, Wills, Estates Beneficiary Designation Attachment

This form should be used when the beneficiary of either your life and/or 401K plan is a Trust. This form should be used in addition to the appropriate beneficiary designation form.