Benefit Recipients
How do I sign up for direct deposit?
Download and return the Authorization for Automated Deposit Form (PDF) to the Fund Office. You can also request the form by clicking here or by calling the Fund Office at 800-424-9608. Once you have completed the form, return it to the Fund Office with a voided check from the account to which you wish to have your payment deposited.
It may take at least two months after we receive your completed form to start your direct deposit. You will receive your benefit payment by mail during this time; you will be notified when your direct deposit will begin.
If I receive payment by direct deposit, when will the bank credit my account?
All deposits are credited to your account no later than the first business day of the month.
What should I do if I decide to go back to work after I retire?
Read The Rules Pertaining to Pensioner Employment by clicking here, then download and return the Request for Ruling on Employment Form (click here) to the Fund Office. You can also request the form by clicking here or by calling the Fund Office at 800-424-9608. Once the Fund Office receives the completed form, a decision will be made, and you will be notified about that decision by mail.
How do I change my address?
You may change your address by sending written notification to the Fund Office or by calling the Customer Service Department Monday through Friday, 9:00 a.m. to 7:00 p.m. Eastern Time. If you call, certain additional information may be needed (including written confirmation with your signature) to make such a change.
How do I report the death of a pensioner and what information do you need?
You may report a death by sending an email by clicking here, by letter or by calling the Fund Office at 800-424-9608. We need the deceased pensioner's name, Social Security number and death certificate, along with the name, address, and phone number of a contact person. Please also advise us if there is a surviving spouse.
How do I change my federal income tax withholding or have federal taxes taken out of my benefit payment?
IMPORTANT TAX UPDATE: The IRS has postponed the requirement to use its redesigned Form W-4P until January 1, 2023. Until that time, when making federal income tax withholding elections with the Benefit Funds Office, please continue to use the 2021 IRS Form W-4P.
Securely log into PSS to complete your IRS Form W-4P online.
You can also download a copy of the 2021 IRS Form W-4P or call the Benefit Funds Office to request to have a copy mailed to you. Once complete, you should return your paper IRS Form W-4P to the Benefit Funds Office for processing.
How do I change my beneficiary designation?
If you are receiving pension benefits and you want to change your beneficiaries, you must do so in writing. You can request the Beneficiary Designation Form for Benefit Recipients from the Fund Office by clicking here or by calling 800-424-9608.
If you are not yet receiving pension benefits, you may download and return the Beneficiary Designation Form (PDF) to the Fund Office. You can also request the form by clicking here or by calling the Fund Office at 800-424-9608 and asking to be connected to the Customer Service Department.
I have applied for my pension and have not received my first check. How do I find out the status of my application?
To find out the status of your pension benefit application, call the Fund Office at 800-424-9608 and ask to be connected to the Customer Service Department. You may speak directly to the Fund Office employee assigned to handle your application. (You were provided with the name and extension of your contact person shortly after your application was received.) He or she can update you on the status. If your contact person is unavailable, feel free to speak with any available employee in the Customer Service Department.
What should I do if I don’t receive my check?
If you don't receive your check by the 10th of the month, you may send an email by clicking here or call the Fund Office at 800-424-9608. Ask to speak with a representative from the Customer Service Department. Provided you are not changing your address, we will place a stop payment on the check and replace it as soon as possible.
When are pension checks mailed?
In general, pension checks are mailed weekly or on the last business day of the month for the 1st of the next month. You may also view your payment information to verify when your check was mailed (login required).