Estate planning at MissionSquare
How to protect 10 MissionSquare accounts — manage beneficiaries online, fund a trust by mail, and file death claims
Participant Services
Phone1-800-669-7400
Mailing Address
MissionSquare Retirement, 777 North Capitol Street NE, Suite 600, Washington, DC 20002
Telecommunications Relay Service (TRS)
WebsiteLearn more→
Participant Services
Phone1-800-669-7400
Mailing Address
MissionSquare Retirement, 777 North Capitol Street NE, Suite 600, Washington, DC 20002
Telecommunications Relay Service (TRS)
WebsiteLearn more→
Participant Services - Death Claims
Phone1-800-669-7400
Toll-Free1-800-669-7400
Fax1-844-677-3297
Mailing Address
MissionSquare Plan Services, P.O. Box 219320, Kansas City, MO 64121-9320
WebsiteNotify online→
Verified May 2026
MissionSquare is a retirement provider managing 10 retirement retirement accounts. These tax-advantaged accounts transfer by beneficiary designation—not by will—making it critical to keep designations current and aligned with broader estate planning goals.
Beneficiary designations at MissionSquare can be managed online, by mail, and by phone, typically taking 10-15 minutes. Trust funding is also available, allowing families to name a trust as the beneficiary of retirement accounts.
There are two sides to estate planning at MissionSquare: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust by mail, and review 10 account types at MissionSquare.
View details →When someone dies
Death claim process
7-step process, 7 required documents, and contact information for survivors.
View details →Frequently asked questions
Log in to your account at accountaccess.missionsq.org, select "My Account," then "My Profile" and "Beneficiaries." You can also download a Beneficiary Designation Form from the MissionSquare publications page or call 800-669-7400 to request one. Provide each beneficiary's name, relationship, date of birth, Social Security number, and percentage allocation.
MissionSquare Retirement (formerly ICMA-RC) is an independent nonprofit retirement services provider founded in 1972. It exclusively serves public sector employees including state and local government workers, educators, and public safety personnel. MissionSquare administers approximately 8,900 employer plans and 1.1 million participant accounts with $73.9 billion in assets under management and administration.
It depends on the plan type. For 403(b) plans, married participants must designate their spouse to receive at least 50% of the vested balance unless the spouse signs a written waiver. For 401(k) plans, most plans require your spouse to be your beneficiary for 100% of the account unless your spouse formally waives this right. Governmental 457(b) plans generally do not have the same ERISA spousal consent requirements.
Yes. If you separate from your public sector employer, you may roll over your 457(b) plan balance to another eligible governmental 457(b) plan, a 401(k), a 403(b), a traditional IRA, or another eligible retirement plan. MissionSquare also offers IRA rollover options. Contact MissionSquare at 800-669-7400 or visit their roll-in services page for details.
Sources
Data sourced from MissionSquare primary sources (14 pages reviewed). How we research.
Participant Services
Phone1-800-669-7400
Mailing Address
MissionSquare Retirement, 777 North Capitol Street NE, Suite 600, Washington, DC 20002
Telecommunications Relay Service (TRS)
WebsiteLearn more→
Participant Services
Phone1-800-669-7400
Mailing Address
MissionSquare Retirement, 777 North Capitol Street NE, Suite 600, Washington, DC 20002
Telecommunications Relay Service (TRS)
WebsiteLearn more→
Participant Services - Death Claims
Phone1-800-669-7400
Toll-Free1-800-669-7400
Fax1-844-677-3297
Mailing Address
MissionSquare Plan Services, P.O. Box 219320, Kansas City, MO 64121-9320
WebsiteNotify online→
Verified May 2026
Estate planning articles
Learn how to protect your MissionSquare accounts and other assets with trusts, beneficiary designations, and estate planning documents.
