MyPBA Screen Shots

Contents
Form 700 – Request Calculation....................................................................................................... 2
Form 700 – Apply for Benefits........................................................................................................... 9
Form 701 – Payee Information ........................................................................................................ 24
Form 707 – Designation of Beneficiary for Benefits Owed at Death (Receiving Benefits) ................... 27
Form 708 – Designation of Beneficiary (Not Currently Receiving Benefits) ......................................... 33
Form 710 – Application for Electronic Direct Deposit ....................................................................... 36

Form 700 – Request Calculation
To apply for benefits online, a user must have a benefit calculation in MyPBA. The calculation selected will be
used got into pay.

If the user wants to add a new contact as a beneficiary, he will have to enter the following information screen 1 of 2 (user must scroll down)

Beneficiary information - Screen 2 of 2

Review & Submit – screen 1 of 3 (user must scroll down)

Review & Submit – screen 2 of 3 (user must scroll down)

Review & Submit – screen 3 of 3 (user must scroll down)

Form 700 – Apply for Benefits
The user must select the calculation they wish to use to start the process of applying for benefits.

There is an embedded link if the user clicks – Your Benefit, Your Choice – PBGC Benefit Options that takes
the user to descriptions of the di erent forms of benefit.

Surviving Beneficiary Review - screen 1 of 2 (user must scroll down)

Surviving Beneficiary Review - screen 2 of 2

Electronic Deposit option – screen 1 of 2 (user must scroll)

Electronic Deposit option – screen 2 of 2

Once the routing number has been validated, additional fields containing financial institution details are
displayed and the user can the “Save & Continue” button to proceed.

Review & Submit – screen 1 of 2 (user must scroll down)

Review & Submit – screen 2 of 2 (customer must scroll down)

Form 701 – Payee Information

If the user selects “yes” to confirm he is a participant in the plan, the user is directed to the My Summary
page.

If the user selects “No” to confirm he is a participant, he must select his correct role and fill in the
information shown below.

Form 707 – Designation of Beneficiary for Benefits Owed at Death
(Receiving Benefits)

To add a contact– Screen 1 of 2 (user must scroll down)

Contact information – Screen 2 of 2

.

Form 708 – Designation of Beneficiary (Not Currently Receiving Benefits)
This designation is completed during the “Request a benefit calculation” process.

If the user wants to add a new contact as a beneficiary, he will have to enter the following information Screen 1 of 2 (user must scroll down)

Beneficiary information - Screen 2 of 2

Form 710 – Application for Electronic Direct Deposit