|
Designation of Beneficiary for Benefits Owed at Death (Currently Receiving Pension Benefits) |
PBGC Form 707
|
|
Pension
Benefit Guaranty Corporation. |
For assistance, call 1-800-400-7242 |
|
Plan Name: FX.PrismCase.CaseTitle.XF |
|
|
Plan Number: FX.PrismCase.CaseIdNmbr.XF |
Participant Name: FX.PrismCust.FullName.XF |
|
Date
Printed: |
|
|
Date of Plan Termination: FX.PrismCase.DOPT.XF |
|
INSTRUCTIONS: Use this form to name your beneficiary. If you have any questions, please call our Customer Contact Center at 1-800-400-7242. Please print clearly with blue or black ink.
1. General information about you
Last Name |
First Name |
||||||||||||||||||||||||||||||
Middle Name |
Other Last Name(s) Used |
||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||
Social Security Number |
|
||||||||||||||||||||||||||||||
|
|
|
- |
|
|
- |
|
|
|
|
|||||||||||||||||||||
|
|||||||||||||||||||||||||||||||
Mailing Address |
Apartment / Route Number |
||||||||||||||||||||||||||||||
City |
State |
Zip Code |
|||||||||||||||||||||||||||||
Country |
|||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||
Daytime Phone |
Extension |
Evening Phone |
|||||||||||||||||||||||||||||
( |
|
|
|
) |
|
|
|
- |
|
|
|
|
x |
|
|
|
|
( |
|
|
|
) |
|
|
|
- |
|
|
|
|
2. Signature – Sign and date this document. 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 |
|
CONTINUE ON BACK |
|
Approved OMB 1212-0055
Expires xx/xx/xx
Designation of Beneficiary for Benefits Owed at Death |
Form 707, page 2 of 2 |
||
|
(Currently Receving Pension Benefits) |
|
|
|
Plan Number: FX.PrismCase.CaseIdNmbr.XF |
Participant Name: FX.PrismCust.FullName.XF |
3. Designation of Beneficiary for Payments Owed at Death – PBGC may owe you money at the time of your death. Typically, this happens if your final benefit is higher than the estimated benefit we had been paying. If another person continues to receive your benefit after your death (as with a joint-and-survivor or certain-and-continuous annuity), PBGC will pay any money owed to that person. If there are no continuing benefits or the person designated to receive continuing benefits dies before you, PBGC will pay any money owed you at the time of your death to the person(s) and/or entity(ies) (such as a trust, church, estate or other organization) that you designate in this section. If you do not make a designation, or if all the beneficiaries you designate below die before you, PBGC will pay the money in this order to: your spouse, your children, your parents, your estate, or your next of kin.
I name the following as my beneficiary(ies). This designation replaces any previous designation and will only be effective when PBGC receives it.
|
Beneficiary(ies) |
Social Security Number* |
Date of Birth* |
Relationship |
Percentage** |
Name Address
Daytime Tel. No: |
|
|
|
|
Name Address
Daytime Tel. No: |
|
|
|
|
Name Address
Daytime Tel. No: |
|
|
|
|
* Complete if person
** Not necessary to provide; if provided, must total 100%
File Type | application/vnd.openxmlformats-officedocument.wordprocessingml.document |
File Title | Designation of Beneficiary PBGC Form 707 |
Author | PBGC\IOD |
File Modified | 0000-00-00 |
File Created | 2021-01-14 |