|
Form Number
|
Form Name
|
How to Obtain Form
|
How to Submit Information
|
|---|
|
700
|
Participant Application for Pension Benefits
|
MyPBA or Customer Contact Center
|
By mail, MyPBA
|
|---|
|
700RN
|
Election of Retroactive Annuity Starting Date (Spousal Consent Not Required
|
Limited circulation*
|
By mail, MyPBA
|
|---|
|
700RSC
|
Election of Retroactive Annuity Starting Date (Spousal Consent Required)
|
Limited circulation*
|
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
|
|---|
|
703RBD
|
Application for Elective Lump-Sum Payment, post RBD
|
Limited circulation*
|
By mail
|
|---|
|
703RBD-MP
|
Application for Elective Lump-Sum Payment, post RBD (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
|
Customer Contact Center
|
By mail
|
|---|
|
706
|
Beneficiary Application for Pension Benefits – OF (For benefits in optional form)
|
Customer Contact Center
|
By mail
|
|---|
|
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
|
|---|
|
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
|
PDF, or Customer Contact Center
|
By mail
|
|---|
|
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
|
Customer Contact Center
|
By mail
|
|---|
|
716A
|
Certification of Pension Plan Disability Status
|
Customer Contact Center
|
By mail
|
|---|
|
717
|
Benefit Inquiry Questionnaire
|
Limited circulation*
|
By mail
|
|---|
|
718
|
Installment Payment Agreement
|
Limited circulation*
|
By mail
|
|---|
|
720
|
Application for Lump-Sum Payment
|
Customer Contact Center
|
By mail
|
|---|
|
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 Determination
|
PDF or Customer Contact Center
|
Follow Form 723 instructions (page 2 of PDF)
|
|---|
|
724
|
Appeal of a PBGC Benefit Determination
|
PDF or Customer Contact Center
|
Follow Form 724 instructions (page 2 of PDF)
|
|---|
|
N/A
|
PBGC Form COA (Change of Address)
|
PDF or Customer Contact Center
|
By mail, fax
|
|---|
|
IRS W-4P
|
Withholding Certificate for Periodic Pension or Annuity Payments
|
|
Follow Change Your Federal Tax Withholding instructions
|
|---|
|
IRS W-9
|
Request for Taxpayer Identification Number and Certification
|
|
Follow IRS Withholding for Persons with Non-US Addresses instructions
|
|---|
|
IRS W-8BEN
|
Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)
|
|
Follow IRS Withholding for Persons with Non-US Addresses instructions
|
|---|
