Get Retirement Benefit Request Form

Filling out the Retirement Benefit Request Form online can streamline your retirement benefits application process. This guide provides step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by selecting your request type. Check either 'Benefit Estimate' or 'Retirement Application' as applicable.
3. Fill in your Employee ID in the designated field.
4. Provide your Social Security Number (SSN) in the specified area.
5. Enter your full name, street address, city, state, and ZIP code to ensure accurate identification.
6. Input your birthdate to verify your age eligibility.
7. Add your phone number for contact purposes.
8. In the Employment section, specify your termination date, noting your last day of employment with UPS.
9. Indicate the benefit start date, reflecting when you wish your payments to commence.
10. Select your marital status from the provided options.
11. If married, complete the Spousal/Beneficiary Information section, including your spouse's SSN, birthdate, name, address, phone number, and their relationship to you.
12. If you wish to designate a non-spousal beneficiary, fill in their details in the specified fields.
13. Review all provided information for accuracy and completeness.
14. Save your changes, then download, print, or share the form as needed. Finally, email it to retirement@ups.com or mail it to 55 Glen Lake Parkway, NE, Atlanta, GA 30328.

Complete your Retirement Benefit Request Form online today for a smoother application process.