Get Service Change Form - Pension Administration Playbook

Completing the Service Change Form is essential for managing your pension information efficiently. This guide provides step-by-step instructions to help you fill out the form accurately and confidently online.

Follow the steps to complete the Service Change Form.

1. Press the ‘Get Form’ button to access the Service Change Form - Pension Administration Playbook and open it in your editor.
2. Begin by locating the 'Contract Identification' section and input your Group Case Number and Annuitant Number or Social Security Number as required.
3. If you are updating your mailing or payment address, fill in the 'Change of Address' section. Provide the new street address, apartment number (if applicable), city, state, and zip code, along with the effective date of the change.
4. Complete the 'Electronic Funds Transfer' section if you prefer to have your benefit payments directly deposited. Include your full name, the name of the financial institution, account numbers, and routing information. Remember to attach a voided check or an appropriate bank document.
5. If you need to discontinue electronic funds transfer, fill out the termination section, providing your new mailing address for paper checks.
6. In the 'Legal Change in Name' section, indicate any change in the names of the annuitant, joint annuitant, or beneficiary. Include proof of the name change, such as a marriage certificate or court order.
7. If applicable, provide the details for any beneficiary changes. Include the names and addresses of both primary and contingent beneficiaries.
8. Finalize the form by signing in the designated area. Ensure that you include your printed name, date, daytime telephone number, and email address.
9. If applicable, attach any necessary documentation, such as power of attorney paperwork, before submitting the form.
10. Once all information is filled out, save your changes, and consider downloading or printing a copy for your records before submission.

Complete the Service Change Form online today to manage your pension information successfully.