Manage Your Benefits

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

• Apply for Your Benefits

Learn how to apply for pension benefits once you become eligible under your pension plan. 

• Designate a Beneficiary 

Find out the three types of beneficiaries. How to report a death and to designate a beneficiary.

• Appeal Your PBGC Benefit Determination

See how to appeal your benefit determination.

Payments

• Change Your Federal Tax Withholding

See how to change your federal income tax withholding amount.

• IRS 1099r Tax Form

Obtain IRS Form 1099-R to file your taxes.

• Request an Income Verification Letter

Request a letter to prove your pension income for housing assistance, a mortgage or other loan, or verification for another agency.

• Apply for or Update Direct Deposit

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.

• PBGC Payment Dates

Review the dates when direct deposit payments will be delivered and when paper checks, dated the first of the month, will be mailed.

• 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

• Report a Death

How to report a death and to designate a beneficiary.

• Update Address or Other Personal Information

Learn more how to update your name, address, telephone number, or email, or correct any inaccurate information PBGC may have about you.

• Designate a Power of Attorney

How to name someone to act on your behalf.

• Forms for Workers and Retirees

Download forms for certain PBGC transactions.