» Beneficiary and Survivor Information

When a Chapman University employee dies, or is facing a grave illness, we understand that it is a very difficult time for family members. We would like to support loved ones who may need to make vital decisions, gather important documents or access and complete any required forms. The following information is available to help families navigate these difficult tasks and prepare survivors and beneficiaries with the information they will need to claim benefits following the death of a Chapman employee.

Beneficiary(ies) - Person(s) designated by an employee to receive a life insurance benefit payment or a retirement plan distribution after the death of an employee.

Survivor(s) - Person(s) responsible for the completion and submission of required documentation in order to receive distributions from life insurance policies and retirement plans. If survivor is a spouse, registered domestic partner or dependent child, that individual will be asked to make decisions on continuing benefit coverage through medical, dental and vision providers.

Beneficiary and Survivor Procedures

  • Please notify the university as soon as possible of the death of the employee. If you are unsure whom to call, please contact the Office of Human Resources at (714) 997-6686. At this time, if you are able, you can speak directly to a Benefits Representative who can walk you through the benefits process and provide you with additional resources to help you through this difficult time.
  • A personalized letter will be sent to the family of the deceased employee outlining specific survivor benefits and the procedures required to obtain them. In the meantime, the following contact information is provided for you to speak directly with representatives from our benefit carriers.

We suggest that you have the name of the employee and Social Security number information available prior to contacting these representatives.

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Retirement Plans

You are encouraged to contact the appropriate representative at your convenience. There is no time frame in which this must be done. However, it is important that you reach out as soon as possible. The representative will be able to provide guidance and documentation as needed.

Heath Polzer
Financial Consultant, Field Consulting Group
(949) 623-2916

Christian Frost
Retirement Planner
Personal And Workplace Investing

Basic Life and Supplemental Life Insurance

The University provides all full time benefit eligible employees with Basic Life and Basic Accidental Death and Dismemberment (AD&D) insurance. The amount of coverage is two (2) times the employee's annual base salary up to a maximum amount of $800,000.

Life Policy# FLX966245
AD&D Policy # OK967785

Disability (Long Term)

Disability benefits are provided by Cigna. If the employee was receiving Long Term Disability benefits and there are questions regarding coverage you may contact Cigna.

Long Term Disability Policy# LK964312

Benefit Plans

Medical, dental and vision coverage will end on the final day of the month in which the employee dies. Coverage can be extended for up to 36 months through COBRA. COBRA is administered by Discovery Benefits and within 10 days of notification the Chapman University Benefits will notify them of the death of the employee. Discovery Benefits will then mail the spouse and/or dependent children COBRA information and provide details on options and cost to continue coverage under this program.


Policy# 3336415
(800) 244-6224
Kaiser Permanente
Policy# 102313
(800) 464-4000


Delta Care USA
Policy# 01795
(800) 422-4234
Delta Dental PPO
Policy# 7583
(800) 765-6003


Policy# 000113078
(800) 877-7195

Life Assistance Program (LAP)

The death of a loved one can be stressful in many ways. The Life Assistance Program offers free, confidential, professional counseling and referral service to help you and your family with any issues that may arise due to the death of your family member.

Cigna Life Assistance Program
(800) 538-3543

Tuition Remission

For questions regarding the Tuition Remission Program please contact a Benefits Representative at (714) 997-6749.

Tuition Exchange

The Tuition Exchange benefit shall be provided for the spouse and legal dependents that have been accepted or are enrolled at the time of such death. Beneficiary will continue to receive the Tuition Exchange benefit by maintaining continuous enrollment through the completion of the semester in which they are currently enrolled. Questions can be directed to a Benefits Representative at (714) 997-6749.

Contact Us

If you need any assistance, please do not hesitate to contact the Office of Human Resources. Our Benefits Manager and Benefits Specialist are available to assist you through this difficult time. We can be reached at (714) 997-6686 or by email at hroffice@chapman.edu which is monitored by trusted members of the Human Resources Staff.