In some instances, the required information is entered electronically via MyPBA, a secure Web site that enables participants in PBGC-trusteed plans to complete a number of transactions online. For more information, see Online Transactions Are Easy With MyPBA [PDF].
|
Form Number
|
Form Name |
How to Obtain Form or What Information to File |
How to Submit Information |
| 700 | Participant Application for Pension Benefits | MyPBA or Customer Contact Center | By mail, MyPBA |
| 701 | Payee Information Form (PIF) | MyPBA, PDF, or Customer Contact Center | By mail, MyPBA |
| 702 | General Information Form (GIF) | Limited circulation* | By mail |
| 703 | Application for Elective Lump-Sum Payment | Limited circulation* | By mail |
| 703MP | Application for Elective Lump-Sum Payment (For Missing Participants) | Limited circulation* | By mail |
| 704 | Report of Earnings and Social Security Disability Information | Limited circulation* | By mail |
| 705 | Beneficiary Application for Pension Benefits | MyPBA or Customer Contact Center | By mail, MyPBA |
| 706 | Beneficiary Application for Pension Benefits - OF (For benefits in optional form) | MyPBA or Customer Contact Center | By mail, MyPBA |
| 707 | Designation of Beneficiary for Benefits Owed at Death (Currently Receiving Pension Benefits) | MyPBA, PDF, or Customer Contact Center | By mail, MyPBA |
| 708 | Designation of Beneficiary (Not Currently Receiving Pension Benefits) | MyPBA, PDF, or Customer Contact Center | By mail, MyPBA |
| 709 | Plan Participation Information | Limited circulation* | By mail |
| 710 | Application for Electronic Direct Deposit | MyPBA, PDF, or Customer Contact Center | By mail, MyPBA |
| 711 | Change of Beneficiary for Certain & Continuous (C&C) Benefits Only | MyPBA, PDF or Customer Contact Center | By mail, MyPBA |
| 712 | Uniformed Services Information Form | Limited circulation* | By mail |
| 713 | Election to Withdraw Employee Contributions | Limited circulation* | By mail |
| 714 | Withdrawal of Employee Contributions - Non Spouse Beneficiary | Limited circulation* | By mail |
| 715 | Power of Attorney Form | PDF or Customer Contact Center | By mail |
| 716 | Certification of Social Security Disability Status | MyPBA or Customer Contact Center | By mail, MyPBA |
| 716A | Certification of Pension Plan Disability Status | MyPBA or Customer Contact Centerr | By mail, MyPBA |
| 718 | Installment Payment Agreement | Limited circulation* | By mail |
| 719 | Election to Withhold Federal Income Tax (FIT) from Periodic Payments | MyPBA, PDF, or Customer Contact Center | By mail, MyPBA |
| 720 | Application for Lump-Sum Payment | MyPBA or Customer Contact Center | By mail, MyPBA |
| 720CD | Application for Lump-Sum Payment (Child or Other Dependant QDRO) | Limited circulation* | By mail |
| 720MP | Application for Lump-Sum Payment (Missing Participants) | Limited circulation* | By mail |
| 721 | Application for Eligible Rollover Payment - Non-spouse Beneficiary | Limited circulation* | By mail |
| 721T | Tax Election for Payment Not Eligible for Rollover | Limited Circulation* | By mail |
| 722 | Financial Statement of Debtor | Limited circulation* | By mail |
| 723 | Request for Additional time to file an Appeal of a PBGC Benefit Termination | PDF or Customer Contact Center | Follow Form 723 instructions (page 2 of PDF) |
| 724 | Appeal of a PBGC Benefit Termination | PDF or Customer Contact Center | Follow Form 724 instructions (page 2 of PDF) |
* Some PBGC forms are appropriate for only a limited number of individuals. These forms are not accessible on PBGC's website. If you think that you may need such a form, please call PBGC's Customer Contact Center so that a PBGC specialist may determine if the form is appropriate for you.
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