707 Designation of Beneficiary

Locating and Paying Participants

707

Locating and Paying Participants

OMB: 1212-0055

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Designation of Beneficiary

(Currently Receiving Pension Benefits)


PBGC Form 707

Approved OMB 1212-0055

Expires 08/31/08

Pension Benefit Guaranty Corporation.
P.O. Box
151750 Alexandria Virginia 22315-1750

For assistance, call 1-800-400-7242



Case Name: «PrismCase.CaseTitle»


Case Number: «PrismCase.CaseIdNmbr»

Participant Name: «PrismCust.FullName»


Date Printed: 02/06/2021

Applicant Name / SSN:


Date of Plan Termination: «PrismCase.DOPT»



INSTRUCTIONS: Use this form to name or change your beneficiary. Be sure to print clearly and use dark ink. If you have any questions, please call our Customer Contact Center at 1-800-400-7242.


1. General information about you


Last Name

First Name

Middle Name

Other Name(s) Used


Social Security Number





-



-






Mailing Address

Apartment / Route Number

City

State

Zip Code

Country

Email (optional)


Daytime Phone

Extension

Evening Phone

(




)




-





x





(




)




-






  1. Beneficiary Designation Please indicate the type of designation you are making. If you want to designate different persons to receive the two types of payments, please use a separate form for each. If you want to designate the same person, check both boxes. If the beneficiary you name dies before you, PBGC will pay the amount we owe you in this order: your spouse, your children, your parents, your estate, and your next of kin.


Designation of Beneficiary for Annuity Benefits Payable after DeathAnnuity benefits, other than joint-and-survivor benefits, that are payable to your beneficiary for periods after your death.

Designation of Beneficiary for Benefits Due at DeathThis designation covers payments that PBGC may owe you at the time of your death such as back payments for benefit estimates that were too low. If your benefit continues after your death (as with a joint-and-survivor or certain-and-continuous annuity), the person named to receive those continuing benefits will receive any payments due to you at the time of your death. If not, PBGC will make any payments due to you at the time of your death to the person you name below. If you do not name anyone, or if the beneficiary you name dies before you, PBGC will pay the amount we owe you in this order: your spouse, your children, your parents, your estate and your next of kin.


CONTINUE



Designation of Beneficiary

(Currently Receiving Pension Benefits) Form 707, page 2 of 2


Case : «PrismCase.CaseIdNmbr»

Participant Name: «PrismCust.FullName»



Applicant Name / SSN:

3. Beneficiary – I name the following person as my beneficiary for the purpose checked in #2. This designation replaces any previous designation and will only be effective when PBGC receives it.


Last Name

First Name

Middle Name

Other Name(s) Used


Social Security Number

Date of Birth

Gender

male




-



-







/



/






female


Mailing Address

Apartment / Route Number

City

State

Zip Code

Country

Email (optional)


Daytime Phone

Extension

Evening Phone

(




)




-





x





(




)




-





Relationship to me, if any (e.g., spouse, granddaughter, friend)


  1. Contingent beneficiary – If the person I listed in section 3 dies before I do, I name the following person as my contingent beneficiary.


Last Name

First Name

Middle Name

Other Name(s) Used


Social Security Number

Date of Birth

Gender

male




-



-







/



/






female


Mailing Address

Apartment / Route Number

City

State

Zip Code

Country

Email (optional)


Daytime Phone

Extension

Evening Phone

(




)




-





x





(




)




-





Relationship to me, if any (e.g., spouse, granddaughter, friend)


  1. Signature You must sign and date this form.



signature



date

SIGN & DATE BEFORE SUBMITTING. THANK YOU.


File Typeapplication/msword
File TitleDesignation of Beneficiary PBGC Form 707
AuthorPBGC\IOD
Last Modified ByIOTSA30
File Modified2006-06-22
File Created2006-06-22

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