This is a printer friendly version.
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].
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Form Number
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Form Name |
How to Obtain Form or What Information to File |
How to Submit Information |
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700 |
Participant Application for Pension Benefits |
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701 |
Payee Information Form (PIF) |
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|
702 |
General Information Form (GIF) |
Limited circulation* |
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703 |
Application for Elective Lump-Sum Payment |
Limited circulation* |
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|
703MP |
Application for Elective Lump-Sum Payment (For Missing Participants) |
Limited circulation* |
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|
704 |
Request for Earnings Information |
Limited circulation* |
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705 |
Beneficiary Application for Pension Benefits |
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706 |
Beneficiary Application for Pension Benefits – OF (For benefits in optional form) |
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707 |
Designation of Beneficiary for Benefits Owed at Death (Currently Receiving Pension Benefits) |
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|
708 |
Designation of Beneficiary (Not Currently Receiving Pension Benefits) |
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|
709 |
Plan Participation Information |
Limited circulation* |
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|
710 |
Application for Electronic Direct Deposit |
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711 |
Change of Beneficiary for Certain & Continuous (C&C) Benefits Only |
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713 |
Application for Payment of Employee Contributions |
Limited circulation* |
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714 |
Application for Payment of Employee Contributions – Non Spouse Beneficiary |
Limited circulation* |
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715 |
Power of Attorney Form |
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|
717 |
Monthly Payment Election Form |
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718 |
Installment Payment Agreement |
Limited circulation* |
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719 |
Election to Withhold Federal Income Tax (FIT) from Periodic Payments |
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|
720 |
Application for Lump-Sum Payment |
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720CD |
Application for Lump-Sum Payment (Child or Other Dependant QDRO) |
Limited circulation* |
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|
720MP |
Application for Lump-Sum Payment (Missing Participants) |
Limited circulation* |
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721 |
Application for Lump-Sum Payment – Non-spouse Beneficiary or Estate |
Limited circulation* |
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722 |
Financial Statement of Debtor |
Limited circulation* |
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723 |
Request for Additional time to file an Appeal of a PBGC Benefit Termination |
Follow Form 723 instructions (page 2 of PDF) |
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724 |
Appeal of a PBGC Benefit Termination |
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.
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