Getting to know your Corebridge online account experience
An in-depth guide to using your account with ease
Get started
Keeps it simple Account information is up front and easy-to-read. Graphics help picture your progress and highlight key details.
At Corebridge Financial, we believe action is everything. And your Corebridge online account experience puts the power to act at your fingertips. When you log in, you’ll see your account status up front and everything you need to manage your account all in one place. Whether you want to make a transaction, get smart insights, or connect with a financial advisor, you’re just a few quick clicks away.
Puts you in control Simple navigation lets you make changes and manage your account with just a few clicks.
Fits your journey Personalized guidance, tools and interactive education meets you where you are—and helps get you where you want to go.
Close
Click here to disable animation
Play Video
Enrollment is easier than you might think. When your employer offers a Corebridge retirement plan, you’ll be up and running in no time—saving for retirement and taking comfort in watching your retirement nest egg grow. With our guided enrollment process, available online or through our mobile app, you’ll be saving for your future in no time. For step-by-step enrollment instructions, please click here.
Previous
Next
13. Download mobile app
12. Account best practices
11. Register trusted contacts
10. Go paperless with e-delivery
9. The message center
8. Designate your beneficiaries
7. Review your profile
6. Manage your contributions
5. Retirement outlook tool
4. Personal dashboard
3. Register your account
2. Enroll in your plan
1. The new experience
Or click on the following menu
14. Disclosure
Enter your employer name in the “Find your employer” search box and click ‘Next’.
Enter your personal information and click ‘Next’.
If your employer offers more than one plan [ex. Roth, 457(b) 403(b)] select the plan you would like to enroll in and enter the enrollment code. You can get this information from your plan highlights, human resources team and Corebridge financial professional.
Review your selection and click ‘Select Plan’. Enter all requested information about yourself to set up your account.
Choose your investments. You can select ‘Do it myself’ or ‘Do it for me’. If you opt to do it yourself, ensure your total fund amounts equal 100%.
Designate your beneficiaries with proper names and total amounts.
Review terms of use and your selections to make sure everything is as you want it.
Finally, register your account online by clicking the 'Create Online Access' button.
Back
Your Corebridge account experience begins when you register. Only through your online account can you access tools, education, resources, retirement planning experiences and more! It’s quick, secure and keeps you in control of your account. For a step-by-step instructions on how to register, please click here.
Go to corebridgefinancial.com/retire and click ‘Register’.
Enter your Social Security number, last name, date of birth, and ZIP code to begin your registration. Click ‘Register’ to continue.
Verify your email address to set-up your multi-factor authentication. This is an important step to help protect your account. Once the information is entered, select ‘Continue’.
Enter your phone number and select the box to receive a authentication code via text, then select ‘Continue’.
Once you receive the authentication code, you can complete your multi-factor authentication by selecting 'Submit'.
You’re done! You can now sign in using your newly registered account to check your savings, view education content, get a financial wellness assessment and more!
Provide the requested verification information and select 'Continue'.
Need help? View our registration guide or FAQ 1-800-448-2542 TDD & Hours
Take a tour of your personal dashboard Now, once you are enrolled and registered, you may be most interested in just checking your balance—but there are great resources, deep account details and simple ways for you to take action for your future with ease. Right from your dashboard you can gain smart insights, make transactions or connect with a financial advisor, in a few quick clicks. You can feel confident that when you retire, you’ll be ready. Click on the green highlighted buttons to show highlights and options.
View the tour
Scroll down to acces more information on the page
Important updates Reference this alert section when you first login to address any actions you may need to take or review important updates to your plan. The same message will appear three times before it's removed.
Contributions - Money contributed by you and your employer to your account - Review year-to-date contributions as well as total contributions since first starting your account
Contribution sources Review all the contribution sources funding your retirement savings in one place. You can scroll through accounts if you have multiple to gain perspective on where your savings are coming from.
Plan snapshot Get a quick view of your beginning balance, ending balance, gains/losses, withdrawals, loans. You can select to view 12 month or 36 month historical data.
Find forms You can find almost any form you need to complete transactions, update your account, and more. In case you can't find what you are looking for, please contact our Client Care Center and a representative will assist you.
Your personal profile It’s your account—make sure all your important details are correct. Access and edit all your personal account information. Click here to view your Profile section
Message Center Your Message Center is more than a location to receive notifications about your account, new education programs or plan enhancements. It’s a two-way communication hub to send and receive sensitive information related to your account. Here, you will receive status updates and requests for additional information if something is needed to complete a transaction.
Link outside assets Get a full and complete financial picture by adding any additional retirement income assets you may have that are not currently held with Corebridge.
Upload documents It is so easy to complete transactions through seamless file uploads. You don't need to download, print and send forms to one of our offices. You have complete transparency online to fill in, upload and track status.
Action bar The Action bar directly links you to additional account details or transactions. You can quickly review information and have time to explore other resources available to you.
Request one-time withdrawal It's easier than ever to get money out of your retirement account. Depending on your plan, you may be able to fill in and submit your withdrawal form online or follow a guided experience that will share tips on how to help ensure your request is processed quickly. You will receive notifications in the Message Center to keep you up-to-date on progress.
Manage beneficiaries Naming a beneficiary is one of the easiest—but most important— steps you can take to help ensure your legacy is honored and your loved ones are taken care of. But it’s up to you to keep things in order—and it’s easy to do from your online account.
Get your financial wellness action plan The financial wellness assessment will ask several questions in key areas of financial independence. Once you have answered, you will receive suggestions for the top three actions you should take. Your action plan will display here after your have completed your assessment—so you'll always know what your next step should be to start moving ahead in your financial wellness journey.
Explore programs, tools and education Explore programs and tools designed to help you start moving ahead in your financial life. The Tools and Resources section hosts direct links to some of our most powerful planning solutions: Retirement Pathfinder®: Set goals, adjust strategies and model scenarios to learn how different decisions can impact your future with Retirement Pathfinder—at no cost. Your financial professional can help review your plan, one-on-one. Student Debt Solutions: Education and experiences to help you learn how you can better manage and eliminate student loans. Corebridge University: In less than five minutes, you can learn key insights and take action with Corebridge University. Dive-in to financial topics of interest to you and become active in your learning journey. Financial Wellness Center: Choose your own path to financial wellness. This resource categorizes tools, programs, education and more, so you can self-select where you would like to start on your journey.
Action is everything. Want to know if you are on track for retirement? Get a clear picture of where you are today and what actions you may need to take with our future income projection. Based off key information, you will receive recommended changes to your contributions or asset allocations that can get you there.
Retirement Outlook Tool The Retirement Outlook Tool will use this information to review your current savings strategy and offer recommendations to adjust your contribution amount and/or investment diversification if you have a potential shortfall. Take me to the Retirement Outlook Tool
Learn how to designate your beneficiaries
Using a guided process, you can adjust: • Your preferred retirement age (Automatically set for age 65) • Add spousal information • Income need (Automatically adjusted for 80% of your current income to be replaced in your retirement years) • Include ouside assets • Outside expenses
Welcome to your Retirement Outlook Tool A quick link from your personal dashboard brings you here. You can review a projection of your future income need to learn if you have all of your expenses covered in retirement. We'll look at your retirement age, savings rate and investment allocations and offer a recommendation to get on track.
You can even add spousal information and adjust number of dependents.
The Retirement Outlook Tool will use this information to review your current savings strategy and offer recommendations to adjust your contribution amount and/or investment diversification if you have a potential shortfall. You can take action straight from the retirement outlook tool and see your projection change in real-time. And the next time you log in to your account, your projection will be waiting for you. Maybe you want to retire sooner or later than when you calculated it the first time. No problem! You can make adjustments that fit with your personal journey to retirement.
It's easy to update your contributions You can view your contributions in either a percentage or dollar amount and add salary information to learn how much money you will save tax-deferred per paycheck.
Simply click the increase (+) or decrease (-) button to modify your contribution and see the change in real-time.
Click “Continue” and review the terms on the next page. Click the boxes to agree and select “Submit” to complete your transaction.
You can choose to increase your savings every year automatically with Auto-escalation. It’s a great way to help ensure your savings grow alongside your professional growth.
Plus, you may also schedule a contribution at a later date or make a one-time contribution depending on your needs.
Review your profile It’s your account—make sure all your important details are correct. In the Profile section, you can update: • Contact information to reflect your most current email, phone number and home address • Update your security preferences by adjusting answers to personal questions, passwords and more • Assign your beneficiaries and trusted contacts • Sign up for e-delivery to receive statements, transaction status, plan changes and more through the Message Center in your online account • Update your investor profile to be sure your preferences are known • Link or update banking information • Manage your alert preferences to receive notices on specific action items Click around to learn how easy it is to take action.
My contact information Update your personal details like email address, home address, and phone numbers.
Security profile It's a best practice to keep your security profile updated regularly. Consider modifying your security questions and answers, use complex passwords, and ensure your username is correct to help prevent fraudulent activity.
Banking Information Connect your banking accounts with ease to make deposits, collect withdrawals, and receive transfers to your preferred accounts.
Investor profile Ensure your investment preferences are known to keep your investment profile aligned with your comfort level.
Alerts Manage your alert preferences to receive notices on specific action items
Beneficiary designations help ensure you have the ultimate say over who will get your assets when you are gone. By taking the time to carefully—and correctly—name your beneficiaries, periodically review those choices and make any necessary updates as time goes by, you stay in control of your money even after you’re gone.
Step 2: Select either Individual, Trust or Charity or Entity and fill in the information.
Step 3: Select which plans would apply and click 'Continue'.
Step 4: Select your allocation for your designated beneficiary or beneficiaries if you have more than one. For example, if your spouse is the only beneficiary, enter 100% and fill out the spousal consent form.
Done
Designate your beneficiaries Naming a beneficiary is one of the easiest—but most important— steps you can take to help ensure your legacy is honored and your loved ones are taken care of. But it’s up to you to keep things in order—and it’s easy to do from your online account. Click here for a step-by-step guide
Connect with us in the Message Center Your Message Center is more than a location to receive notifications about your account, new education programs, or plan enhancements.
It’s a two-way communication hub to send and receive sensitive information related to your account. Here, you will receive status updates and requests for additional information if something is needed to complete a transaction. It’s easy (and faster than snail mail)!
Have a document to upload? Select the 'Upload' link to the left.
Select the type of document from the drop-down menu, such as Driver’s License. Browse your computer for the document and click 'Select' when located.
Click 'Send' and you're all done!
If you need help, fill out the 'Contact Us' form and someone will respond shortly.
Go paperless with e-delivery Secure your sensitive information and protect your data with e-delivery. When you sign up, you can login to your account to receive account notices, quarterly statements, transaction updates and more. It’s a safer way to protect your account details—and even better, it’s easy to turn on.
Step 2: Choose your delivery method and click 'Save'.
Step 1: Click or slide the toggle to enroll in e-delivery.
Register your trusted contacts Consider adding a trusted contact to your account should a situation concerning your welfare arise. This person must be at least 18 years old and may be a family member, significant other, close friend, or personal attorney. Click the Profile button on the top left corner of your screen, and go to the landing page.
Just fill out the form with your trusted contact’s information and select 'Add Contact'. Check the Message Center to receive your confirmation notice that this person has been added to your account successfully.
Online account management best practices Your Corebridge account should be maintained like any other profile you may have online. It’s a good practice to: • Use multi-factor authentication and biometric security features • Create complex passwords and update passwords on a regular basis • Review your profile information like address, beneficiaries and contact information • Read important messages and alerts • Log in at least once a quarter to ensure your account remains up-to-date and check out the newest tools, calculators, and education experiences available
Download the mobile app At Corebridge Financial, action is everything. And with the Corebridge mobile app, you can take action from anywhere. Learn if you are on track for retirement and receive suggestions on small changes you can make to reach your goals. Easily view account history, fund performance, and savings strategy all in one place. It’s easy to stop looking ahead and start moving ahead when you have the power to act at your fingertips. Key features: Easy plan enrollment A guided process helps you get started in your workplace retirement plan with ease. Choose contribution amount, investment strategy and you’re done! Finish your enrollment by completing your online profile to secure account information. Personal dashboard Check-out your balance, progress, asset allocations, transaction history and more from your personal dashboard. Link additional accounts to view all your investments in one place. Simplified transactions In just a few quick clicks, you can update your contributions, manage beneficiaries, add a trusted contact, go paperless with e-delivery, and adjust your asset allocation. Retirement guidance Let our interactive retirement readiness tool help you learn if you are on track for retirement or if a few quick adjustments can help. Make changes to your strategy instantly and see how your progress improves. Financial wellness experience Become active in your learning journey and explore tools, articles, and calculators aligned to your greatest financial wellness need. Everything changes when knowledge turns to action. Secure features Multi-factor authentication and biometric capabilities are available to help safeguard your account from fraud and cyber threats.
We're here to help you take action. This material is general in nature, was developed for educational use only, and is not intended to provide financial, legal, fiduciary, accounting or tax advice, nor is it intended to make any recommendations. Applicable laws and regulations are complex and subject to change. Please consult with your financial professional regarding your situation. For legal, accounting or tax advice, consult the appropriate professional. Annuities are issued by The Variable Annuity Life Insurance Company (VALIC), Houston, TX or The United States Life Insurance Company in the City of New York (USL), New York, NY. Guarantees are backed by the claims-paying ability of the issuing insurance company and each company is responsible for the financial obligations of its products. Beginning January 1, 2026, USL will be Corebridge Financial’s sole authorized issuer of new annuities in New York. All companies above are wholly owned subsidiaries of Corebridge Financial, Inc. Corebridge Retirement Services, Corebridge Financial and Corebridge are marketing names used by these companies. ©2025 Corebridge Financial, Inc. All rights reserved. corebridgefinancial.com VC 40628 (01/2025) J1585608 EE
