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Workers & Retirees

Transactions

People Reviewing Transactions

It's easy to conduct many common transactions with PBGC through our online service tool, My PBA. Just sign in to get started. Or, you can call our Customer Contact Center for assistance between 8 a.m. and 7 p.m. (Eastern time), Monday through Friday. Our toll-free number is 1-800-400-7242 (TTY/ASCII (American Standard Code for Information Interchange) users can call the federal relay service toll-free at 1-800-877-8339 and ask to be connected to PBGC's toll-free number.) Some transactions also can be handled through the forms available on this page.

Except for the Power of Attorney, you can do all these online:

  • Request a payment estimate
    Plan for retirement by learning what your pension benefit will be at different retirement dates. PBGC strongly recommends that you request an estimate before you apply for your pension.
  • Apply for your pension benefits
    You can apply for your pension if you are now eligible to receive benefits or will be eligible within the next 90 days, and you want to start your retirement payments in the next 90 days.
  • Apply for survivor benefits
    To begin receiving a survivor benefit, complete a beneficiary application for pension payments.
  • Designate a beneficiary
    Designating a beneficiary can help secure your family's financial future. You should do this even before you begin receiving benefits. If you are receiving survivor benefits, you, too, should designate a beneficiary.
  • Update your address / phone number
    Help PBGC stay in touch with you.
  • Apply for direct deposit
    Electronic deposits are safe, secure, and simple, and they eliminate the risk of lost or stolen pension checks or postal delays.
  • View payment history
    Track PBGC's payments to you, 24 hours a day, seven days a week.
  • IRS Income Tax Form 1099-R
    PBGC reports your pension distributions on IRS Form 1099-R. We mail this form to you each January. Or, view and print your most recent 1099-R online.
  • Designate power of attorney
    You may grant a person authority to act for you for specific tasks, such as applying for pension benefits. Note: This transaction requires use of a paper form. However, you cannot use this form to designate a "durable power of attorney" in case of your incapacity.
  • Adjust federal income tax withholding
    PBGC automatically withholds federal taxes from your pension unless you give us other instructions. Use our online service tool to adjust or cancel your withholding.