Here you will find information on applying for your retirement benefits, designating a beneficiary, requesting an income verification letter, adjusting your Federal tax withholding, reporting a death, and more.
Benefits
Learn how to apply for pension benefits once you become eligible under your pension plan.
Find out the three types of beneficiaries. How to report a death and to designate a beneficiary.
See how to appeal your benefit determination.
Payments
See how to change your federal income tax withholding amount.
Obtain IRS Form 1099-R to file your taxes.
Request a letter to prove your pension income for housing assistance, a mortgage or other loan, or verification for another agency.
Learn how to apply for or update your direct deposit information. It’s safe, secure, and simple, and eliminates the risk of lost or stolen pension checks or postal delays.
Review the dates when direct deposit payments will be delivered and when paper checks, dated the first of the month, will be mailed.
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New PBGC Customers – Verify Your Information
If PBGC recently trusteed your plan, you can download and complete the Payee Information Form (also called the PIF or Form 701) and return it to PBGC via mail or fax. You can also verify your information using MyPBA.
Changes
How to report a death and to designate a beneficiary.
Learn more how to update your name, address, telephone number, or email, or correct any inaccurate information PBGC may have about you.
How to name someone to act on your behalf.
Download forms for certain PBGC transactions.
