Justification for No Material or Non-substantive Change to Currently-Approved Collection
AGENCY: Pension Benefit Guaranty Corporation (PBGC)
TITLE: Locating and Paying Participants
STATUS: OMB control number 1212‑0055; expires June 30, 2027
CONTACT: Karen Levin (202-229-3559)
The Pension Benefit Guaranty Corporation (PBGC)’s ICR on Locating and Paying Participants enables PBGC to pay participants’ benefits under title IV of the Employee Retirement Income Security Act of 1974 (ERISA). PBGC is supplementing six application forms for participants and beneficiaries to include supplemental material that lists acceptable proofs of marriage. The forms are – Form 700, Participant Application for Pension Benefits; Form 703, Application for Elective Lump-Sum Payment; 703MP, Application for Elective Lump-Sum Payment (For Missing Participants); Form 703RBD, Application for Elective Lump-Sum Payment, post RBD; Form 705, Beneficiary Application for Pension Benefits; and Form 706 – OF, Beneficiary Application for Pension Benefits – OF – in this ICR. The forms are used by individuals to make benefit elections.
Each of these forms requires the applicant to include proof of marriage with a completed application. PBGC is assisting its filers in completing application forms by including a supplementary material insert, titled “Acceptable Proofs of Marriage” with each application. The insert lists acceptable proofs of marriage that an applicant can provide with each of the application forms to satisfy the proof of marriage requirement. The insert contains 4 preferred documents that are each acceptable as proof of marriage and lists 12 secondary proofs for which 2 documents are needed to satisfy the proof of marriage requirement.
The supplemental material listing acceptable proofs of marriage is attached.
PBGC is also clarifying language on Form 700’s optional checklist to better inform applicants of documentation that satisfies the proof of marriage requirement. The edit to the following page is shown below in red:
Page 10 –3. If you are married, did you enclose a copy of your marriage certificate or common law document?
| File Type | application/vnd.openxmlformats-officedocument.wordprocessingml.document |
| Author | Cibinic Stephanie |
| File Modified | 0000-00-00 |
| File Created | 2025-05-19 |