Get Pbgc Form 701 2016

Filling out the PBGC Form 701 is an essential step for individuals seeking pension benefits from the Pension Benefit Guaranty Corporation. This guide will provide you with clear instructions to successfully complete the form online.

Follow the steps to complete the PBGC Form 701 online.

1. Use the ‘Get Form’ button to obtain the PBGC Form 701 and open it in your preferred online document editor.
2. Begin by filling out Section 1 with your general information. This includes your last name, first name, middle name, and any other last names used. Provide your Social Security Number, date of birth, gender, and complete mailing address including apartment number, city, state, country, zip code, email, and daytime and evening phone numbers.
3. Indicate your relationship to the participant in the plan. You must select one option among 'Self', 'Beneficiary', 'Alternate payee', or 'Other', and if applicable, provide the participant’s name and Social Security Number.
4. If you selected 'Self' in Section 1, proceed to Section 2 to provide participant information. Fill in the details related to your employment, marital status at the time of retirement, and any relevant information about your spouse.
5. In Section 2b, answer whether a court order exists that affects the distribution of benefits. Include necessary details such as the date of the order and name of the alternate payee.
6. Move to Section 3 to designate beneficiaries for payments owed at your death. List the names, Social Security Numbers, dates of birth, relationships, and addresses of each beneficiary.
7. Complete Section 4 by signing and dating the application, ensuring that the information provided is accurate to avoid any penalties.
8. After finalizing the information, you may save changes, download, print, or share the completed form as necessary.

Complete your PBGC Form 701 online today to ensure you receive the benefits you are entitled to.