722 Financial Statement of Debtor

Locating and Paying Participants

722

Locating and Paying Participants

OMB: 1212-0055

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Financial Statement of Debtor


PBGC Form 722

Approved OMB 1212-0055

Expires 08/31/08

Pension Benefit Guaranty Corporation.
P.O. Box 151750 Alexandria, VA 22315-1750

For assistance, call 1-800-400-7242



Plan Name: «PrismCase.CaseTitle»


Plan Number: «PrismCase.CaseIdNmbr»

Participant Name: «PrismCust.FullName»


Date Printed: 02/06/2021

Applicant Name / SSN:


DOPT: «PrismCase.DOPT»





INSTRUCTIONS: Please complete this form to request that PBGC reduce or waive repayment of amounts you were overpaid. Use dark ink and be sure to print clearly. See item 7E if you need additional space for any answer. You must submit a copy of your most recent Federal tax return, including schedules, with this form. You may also provide any other information that you wish PBGC to consider.



1. General information about you


Last Name

First Name

Middle Name

Other Name(s) Used


Social Security Number

Date of Birth

Gender

male




-



-







/



/






female


Mailing Address

Apartment / Route Number

City

State

Zip Code

Country

Email (optional)


Daytime Phone

Extension

Evening Phone

(




)




-





x





(




)




-





Are you currently married?

Yes  No

Spouse’s Last Name

Spouse’s First Name

Age(s) of Dependent(s), if any








CONTINUE




Financial Statement of Debtor Form 722, page 2 of 4


Plan Number: «PrismCase.CaseIdNmbr»

Participant Name: «PrismCust.FullName»





  1. Average Monthly Income

Self

Spouse

A. Monthly Wage / Salary

$

$

B. Social Security Income

$

$

C. Pension Income

$

$

D. Interest, Dividend, Rental or Other Income

$

$

E. Total Monthly Net Income

$

$



  1. Average Monthly Expenses


A. Rent or Mortgage Payment

$

B. Food

$

C. Utilities and Heat

$

D. Medical

$

E. Other, Including Insurance

$

F. Monthly Payments on Installment Contracts and other Debts (e.g., car payments, home improvement loans, appliances)

$

G. Total Monthly Expenses

$



  1. Discretionary Income


A. Net Monthly Income Less Expenses (Item 2E less Item 3G)

$

B. Amount you can pay on a monthly basis toward your debt

$


CONTINUE




Financial Statement of Debtor Form 722, page 3 of 4


Plan Number: «PrismCase.CaseIdNmbr»

Participant Name: «PrismCust.FullName»





  1. Assets

A. Cash in Bank (Checking and savings accounts, building and loan accounts, etc.)

$

B. Cash on Hand

$

C. U.S. Savings Bonds (Current Value)

$

D. Stocks and other Bonds (Current Value)

$

E. Real Estate Owned (Resale Value)

$

F. Automobiles

Make

Year

Model

Resale Value




$




$

G. Other Assets (Specify below)


$


$


$

H. Total Assets

$



  1. Installment Contracts and Other Debts -- Show below all debts which you are required to pay, such as a car, television, washing machine, payments to dealers, banks, finance companies, repayment of money borrowed for any purpose, doctor bills, hospital bills, etc. Do not include living expenses.



Name and Address of Creditor

Date and Purpose of Debt

Original Amount of Debt

Unpaid Balance


Amount Due Monthly*

Amount

Past Due (if any)


A.







B.







C.







D.







E. Total:

$

$

$

$


*Note: If repayment of a debt is not on a monthly basis, enter “0” and describe repayment arrangements in Section 7E.


CONTINUE






Financial Statement of Debtor Form 722, page 4 of 4


Plan Number: «PrismCase.CaseIdNmbr»

Participant Name: «PrismCust.FullName»





  1. Additional Data


A. Have you ever filed for bankruptcy protection? Yes No  (If yes, complete items 7B through 7D)

B. Date Discharged from Bankruptcy

C. Location of Court

D. Docket No., if known

E. Use this space and additional sheets, if necessary, to supply any pertinent information and to continue your answer to previous items above to which your comments apply.



8. Signature You must sign and date this form. Knowingly and willfully making false, fictitious or fraudulent statements to the Pension Benefit Guaranty Corporation is a crime punishable under Title 18, Section 1001, United States Code.


I declare under penalty of perjury that all of the information I have provided on this form is true and correct.


signature



date




File Typeapplication/msword
File TitleGeneral Information Form_PBGC Form XXX
AuthorPBGC\IOD
Last Modified ByPBGC User
File Modified2006-12-04
File Created2006-12-04

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