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: My Pension Benefit Access (MyPBA) FAQs.
|
Form Number
|
Form Name |
How to Obtain Form or What Information to File |
How to Submit Information |
|---|---|---|---|
|
700 |
Participant Application for Pension Benefits |
||
|
701 |
Payee Information Form (PIF) |
||
|
703 |
Application for Elective Lump-Sum Payment |
Limited circulation* |
|
|
703MP |
Application for Elective Lump-Sum Payment (For Missing Participants) |
Limited circulation* |
|
|
704 |
Report of Earnings and Social Security Disability Information |
Limited circulation* |
|
|
705 |
Beneficiary Application for Pension Benefits |
||
|
706 |
Beneficiary Application for Pension Benefits – OF (For benefits in optional form) |
||
|
707 |
Designation of Beneficiary for Benefits Owed at Death (Currently Receiving Pension Benefits) |
||
|
708 |
Designation of Beneficiary (Not Currently Receiving Pension Benefits) |
||
|
710 |
Application for Electronic Direct Deposit |
||
|
711 |
Change of Beneficiary for Certain & Continuous (C&C) Benefits Only |
||
|
712 |
Uniformed Services Information Form |
Limited circulation* |
|
|
713 |
Election to Withdraw Employee Contributions |
Limited circulation* |
|
|
714 |
Withdrawal of Employee Contributions - Non Spouse Beneficiary |
Limited circulation* |
|
|
715 |
Power of Attorney Form |
||
|
716 |
Certification of Social Security Disability Status |
||
|
716A |
Certification of Pension Plan Disability Status |
||
|
718 |
Installment Payment Agreement |
Limited circulation* |
|
|
719 |
Election to Withhold Federal Income Tax (FIT) from Periodic Payments |
||
|
720 |
Application for Lump-Sum Payment |
||
|
720CD |
Application for Lump-Sum Payment (Child or Other Dependant QDRO) |
Limited circulation* |
|
|
720MP |
Application for Lump-Sum Payment (Missing Participants) |
Limited circulation* |
|
|
721 |
Application for Eligible Rollover Payment – Non-Spouse Beneficiary |
Limited circulation* |
|
|
721T |
Tax Election for Payment Not Eligible for Rollover |
Limited circulation* |
|
|
722 |
Financial Statement of Debtor |
Limited circulation* |
|
|
723 |
Request for Additional time to file an Appeal of a PBGC Benefit Determination |
Follow Form 723 instructions (page 2 of PDF) |
|
|
724 |
Appeal of a PBGC Benefit Determination |
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 Web site. 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.
