OMB control number

Locating and Paying Participants

OMB 1212-0055 · PBGC.

OMB 1212-0055

This collection consists of information participants and beneficiaries are asked to provide in connection with an application for benefits or request for a benefit estimate. In addition, in some instances, as part of a search for participants and beneficiaries who may be entitled to benefits, PBGC requests individuals to provide identifying information that the individual would provide as part of an initial contact with PBGC.

The latest form for Locating and Paying Participants expires 2027-06-30 and can be found here.

Latest Forms, Documents, and Supporting Material

Document Name
Form Form 703RBD-MP Application for Elective Lump-Sum Payment, post RBD (Missing Participant) Form and Instruction
Form Form 703RBD Application for Elective Lump-Sum Payment, post RBD Form and Instruction
Form Form 721T Tax Election for Payment Not Eligible for Rollover Form and Instruction
Form Form 706 Beneficiary Application for Pension Benefits - OF Form and Instruction
Form Form 705 Beneficiary Application for Pension Benefits Form and Instruction
Form Form 700 Participant Application for Pension Benefits Form and Instruction
Form 703MP Roth Application for Elective Lump-Sum Payment - Roth Account Form and Instruction
Form 720MP Roth Application for Lump-Sum Payment Roth Form and Instruction
Form 714RBD Withdrawal of Employee Contributions – Non-Spouse Beneficiary Form and Instruction
Form 713RBD Election to Withdraw Employee Contributions, post RBD Form and Instruction
Form Form 722 Financial Statement of Debtor Form and Instruction
Form Form 720CD Application for Lump-Sum Payment (child or dependent) Form and Instruction
Form Form 720 Application for Lump-Sum Payment Form and Instruction
Form Form 717 Benefit Inquiry Questionnaire Form and Instruction
Form Form 716A Certification of Pension Plan Disability Status Form and Instruction
Form Form 716 Certification of Social Security Disability Status Form and Instruction
Form Form 711 Change of Beneficiary for Certain & Continuous (C&C) Benefits Only Form and Instruction
Form Form 710 Application for Electronic Direct Deposit Form and Instruction
Form Form 708 Designation of Beneficiary for Benefits Owed at Death (Not Currently Receiving Pension Benefits) Form and Instruction
Form Form 707 Designation of Beneficiary for Benefits Owed at Death (Currently Receiving Pension Benefits) Form and Instruction
Form Form 702 General Information Form Form and Instruction
Form Form 701 Payee Information Form Form and Instruction
Form Form 721 Application for Eligible Rollover Payment – Non-Spouse Beneficiary Form and Instruction
Form Form 720MP Application for Lump-Sum Payment Form and Instruction
Form Form 715 Power of Attorney (POA) Form and Instruction
Form Form 714 Withdrawal of Employee Contributions – Non-Spouse Beneficiary Form and Instruction
Form Form 713 Election to Withdraw Employee Contributions Form and Instruction
Form Form 712 Uniformed Services Information Form Form and Instruction
Form Form 704 Report of Earnings and Social Security Disability Information Form and Instruction
Form Form 703RBD-MP Application for Elective Lump-Sum Payment, post RBD Form and Instruction
Form Form 703MP Application for Elective Lump-Sum Payment Form and Instruction
Form Form 703 Application for Elective Lump-Sum Payment Form and Instruction
Form Form 700RSC Election of Retroactive Annuity Starting Date (Spousal Consent Required) Form and Instruction
Form Form 700RN Election of Retroactive Annuity Starting Date (Spousal Consent not Required) Form and Instruction
Form MyPBA MyPBA Screen Shots Form and Instruction
Form MyPBA Locating and Paying Participants Form and Instruction
1212-0055 Justification of Non-Material Change.01.docx Justification for No Material/Nonsubstantive Change
1212-0055 Justification of Non-Material Change.01.docx Justification for No Material/Nonsubstantive Change
Acceptable_Proofs_of_Marriage.docx Supplementary Document
Acceptable_Proofs_of_Marriage.docx Supplementary Document
Justification-Marriagecertificate v.02.docx Justification for No Material/Nonsubstantive Change
Justification-Marriagecertificate v.02.docx Justification for No Material/Nonsubstantive Change
Your Benefit Your Choice - 706V Final Ver 022023.pdf Supplementary Document
Your Benefit Your Choice - 706V Final Ver 022023.pdf Supplementary Document
Your Benefit Your Choice - 700V Final Ver 022023.pdf Supplementary Document
Your Benefit Your Choice - 700V Final Ver 022023.pdf Supplementary Document
Special Tax Notice 2024 version .pdf Supplementary Document
Special Tax Notice 2024 version .pdf Supplementary Document
Roth Account Special Tax Notice Final- post OGC-OPD 01032023.pdf Supplementary Document
Roth Account Special Tax Notice Final- post OGC-OPD 01032023.pdf Supplementary Document
Paperwork Reduction and Privacy Act 2024 v2 FINAL.docx Supplementary Document
Paperwork Reduction and Privacy Act 2024 v2 FINAL.docx Supplementary Document
Paperwork Reduction and Privacy Act (Hardship) 2024 v2 FINAL.docx Supplementary Document
Paperwork Reduction and Privacy Act (Hardship) 2024 v2 FINAL.docx Supplementary Document
Acceptable Proofs of Age -2021.pdf Supplementary Document
Acceptable Proofs of Age -2021.pdf Supplementary Document
Supporting statement paying and locating participants 2024 v8.docx Supporting Statement A
Supporting statement paying and locating participants 2024 v8.docx Supporting Statement A
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction
Locating and Paying Participants Form and Instruction

All Historical Document Collections

202511-1212-004 Approved without change	No material or nonsubstantive change to a currently approved collection	2025-11-24
202504-1212-005 Approved without change	No material or nonsubstantive change to a currently approved collection	2025-04-10
202405-1212-002 Approved without change	Revision of a currently approved collection	2024-05-21
202212-1212-002 Approved without change	No material or nonsubstantive change to a currently approved collection	2022-12-20
202107-1212-002 Approved without change	Revision of a currently approved collection	2021-07-07
202104-1212-001 Approved without change	No material or nonsubstantive change to a currently approved collection	2021-04-06
202011-1212-001 Approved without change	No material or nonsubstantive change to a currently approved collection	2020-11-16
202001-1212-003 Approved without change	No material or nonsubstantive change to a currently approved collection	2020-01-30
201902-1212-001 Approved without change	No material or nonsubstantive change to a currently approved collection	2019-02-01
201807-1212-002 Approved without change	Revision of a currently approved collection	2018-08-09
201512-1212-001 Approved without change	Revision of a currently approved collection	2015-12-31
201209-1212-003 Approved without change	Revision of a currently approved collection	2012-09-28
201008-1212-001 Approved without change	Revision of a currently approved collection	2010-08-09
200807-1212-006 Approved without change	Revision of a currently approved collection	2008-08-01
200611-1212-009 Approved without change	No material or nonsubstantive change to a currently approved collection	2006-12-04
200507-1212-001 Approved without change	Revision of a currently approved collection	2005-07-26
200302-1212-001 Approved with change	Extension without change of a currently approved collection	2003-02-13
200202-1212-001 Approved without change	Revision of a currently approved collection	2002-02-21
200101-1212-003 Approved without change	Revision of a currently approved collection	2001-01-17
200101-1212-002 Approved without change	Revision of a currently approved collection	2001-01-11
199909-1212-003 Approved without change	Extension without change of a currently approved collection	1999-09-28
199704-1212-003 Approved without change	Revision of a currently approved collection	1997-04-30
199611-1212-001 Approved without change	New collection (Request for a new OMB Control Number)	1996-11-19