The Summary Plan Description (SPD) should include your plan's claims procedures. Usually, you fill out the required paperwork and submit it to the plan.A member or beneficiary must complete all required forms before receiving a payment from TRS. It's in an ERISA account owner's best interest to have specific beneficiaries designated in retirement accounts. This will facilitate the transfer of assets. We have the resources and experience to advocate for your rights and fight for the benefits you deserve. Call (713) 300-0462 to receive a Free Denial Review. Use this form to update existing or designate new beneficiary(ies) on your TIAA retirement plan. Generally, an ERISA plan participant can select just about anyone to be their beneficiary. This month we provide some best practices for plan administrators' handling of 401(k) plan beneficiary designations.