Thinking About Retiring?
Getting a Pension Estimate
Pension Estimates may be requested for employees that are not yet ready for retirement. These estimates are meant to provide employees with sample payment options if they were to retire at a later projected date, and may provide useful information for financial planning. Completing a Pension Estimate will not initiate the Pension Distribution process.
Estimates may only be requested once per calendar year by employees age 50 and older. For those employees under the age of 50, please rely on your annual Cash Balance statement and/or frozen pension plan statement(s).
1. Complete the Pension Benefit Estimate Request Form and submit the completed form to:
2. Estimate will be provided in approximately eight (8) weeks.Pension Distributions
Pension Distributions may be requested by employees that are ready to retire within the next six (6) months (180 days). Pension Benefit Commencement Request Forms cannot be submitted earlier than six (6) months (180 days) prior to the benefit commencement date.
Important: If you change your benefit commencement date, you will be required to complete another Pension Benefit Commencement Request form. Furthermore, all applicable processing timelines indicated in the instructions below will be reset.1. Complete the Pension Benefit Commencement Request Form and submit the completed form to:
2. Include a copy of marriage certificate and spouse birth certificate, as applicable.3. Benefit Election Package will be sent to participant approximately 30 days prior to the benefit commencement date4. Complete Benefit Election and return to: