## Breadcrumb

-  Home 
-  Workers & Retirees 
-  Manage Your Benefits 

This page has not been translated. Please go to PBGC.gov's Spanish home page for more information available in Spanish.

Esta página no ha sido traducida. Por favor vaya a la página principal del sitio de español de PBGC para ver información disponible en español.

# Manage Your Benefits

Here you will find information on applying for your retirement benefits, designating a beneficiary, requesting an income verification letter, adjusting your Federal tax withholding, reporting a death, and more.

## Benefits

                          -  Apply for Your Benefits 

Learn how to apply for pension benefits once you become eligible under your pension plan. 
                          -  Designate a Beneficiary  

Find out the three types of beneficiaries. How to report a death and to designate a beneficiary.
                          -  Appeal Your PBGC Benefit Determination 

See how to appeal your benefit determination.

## Payments

                          -  Change Your Federal Tax Withholding 

See how to change your federal income tax withholding amount.
                          -  IRS 1099r Tax Form 

Obtain IRS Form 1099-R to file your taxes.
                          -  Request an Income Verification Letter 

Request a letter to prove your pension income for housing assistance, a mortgage or other loan, or verification for another agency.
                          -  Apply for or Update Direct Deposit 

Learn how to apply for or update your direct deposit information. It’s safe, secure, and simple, and eliminates the risk of lost or stolen pension checks or postal delays.
                          -  PBGC Payment Dates 

Review the dates when direct deposit payments will be delivered and when paper checks, dated the first of the month, will be mailed.
                          -  New PBGC Customers – Verify Your Information 

If PBGC recently trusteed your plan, you can download and complete the Payee Information Form (also called the PIF or Form 701) and return it to PBGC via mail or fax. You can also verify your information using MyPBA. 

## Changes

                          -  Report a Death 

How to report a death and to designate a beneficiary.
                          -  Update Address or Other Personal Information 

Learn more how to update your name, address, telephone number, or email, or correct any inaccurate information PBGC may have about you.
                          -  Designate a Power of Attorney 

How to name someone to act on your behalf.
                          -  Forms for Workers and Retirees 

Download forms for certain PBGC transactions.

 

November 2, 2023

##           MyPBA: My Pension Benefit Access      

With MyPBA, you can create or log in to your MyPBA account and enjoy these benefits:
                                  - View your 1099-R tax form 
                                  - Obtain a letter that verifies your PBGC income
                                  - Update your address, contact and banking information
                                  - Update your federal tax withholding
                                  - Request a benefit estimate 
                                  - Apply for benefits 

### **Workers & Retirees: Benefit Information**

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**Manage Your Benefits**Find info on applying for retirement benefits, designating a beneficiary, and more.

**Is PBGC Responsible for My Benefits?**See if your pension plan is protected by PBGC: 
                          - PBGC-Trusteed Plans: Failed Plans, PBGC Pays Benefits
                          - PBGC-Insured Plans: Ongoing Plans, PBGC Will Pay Benefits if Plan Fails

**Learn About Your Benefits**Learn more about the benefits PBGC guarantees.

**How Can We Help?**See our frequently asked questions.