Get Ltd_pensioneligibility_formd.pdf (new Window) - Phillips Academy - Panet Andover

This guide provides clear and supportive instructions for completing the LTD_PensionEligibility_Formd.pdf required for pension and long-term disability eligibility at Phillips Academy. Following these steps will help ensure that the form is filled out correctly and submitted smoothly.

Follow the steps to complete the LTD Pension and LTD Eligibility Form online.

1. Click the ‘Get Form’ button to access the LTD_PensionEligibility_Formd.pdf document and open it in your preferred online editor.
2. In Section 1, the Phillips Academy employee must complete their personal information, including their name, signature, date of hire, and department. Ensure that each field is accurately filled out before moving on.
3. Once Section 1 is complete, forward the entire form to the prior employer for them to complete Section 2. Make sure to provide the form to the correct contacts as listed.
4. In Section 2, the former employer must fill out their details, including the name of the prior employer, the nature of the institution, and the employee's dates of hire and termination with respect to benefits eligibility.
5. The prior employer must provide information about the retirement plan, including type and employee contributions since the start of the current calendar year.
6. Next, the prior employer should include details about the Long Term Disability coverage, such as dates of participation and coverage amounts.
7. Once Section 2 is complete, the prior employer must sign and date the form, provide their title, and phone number before returning the completed form to Human Resources at Phillips Academy.
8. Finally, ensure that the entire form is returned to Human Resources within 30 days of the employee’s hire date to avoid any issues with eligibility.

Complete your documents online to ensure timely submission and eligibility.