Bay Area Rapid Transit: Retirement Plans

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The Importance of Designating a Beneficiary to Your BART Retirement Plan Account(s)

You may think choosing a beneficiary(ies) for your retirement plan(s) is a simple task. Or you may question why you need to choose them in the first place. Financial stability for your family is a key goal for retirement plan participants both during your lifetime and after you're gone. Without designating beneficiaries, your loved ones may not receive your retirement money in the way that you intend. As a participant in the BART Plans, there are only a few steps to providing updated beneficiary information. The first step is to review your account(s) to determine if you already have correct beneficiary information on file. You can view the beneficiaries you have listed by reviewing the “Beneficiary Information” section on your most recent quarterly statement. For a copy of a current statement, log into Account Access at and then click on "Statements and Confirms" to retrieve a listing of your plan statements. If you need to update your beneficiary information, please complete the BART Beneficiary Designation Form. You can also review webinars on beneficiary designation to get more information on this important topic.

Contact Your Representative

Ryan Bertrand
Retirement Plans Specialist
(202) 759-7187
Patrick O'Marah
Retirement Plans Specialist
(202) 759-7277
Ray Ortiz
Retirement Plans Specialist
(202) 759-7126
Bilingual (English & Spanish)