MyPBA Screen Shots

Locating and Paying Participants

MyPBA screens related to PBGC forms_2021_v2

OMB: 1212-0055

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Contents
Form 700 – Apply for Benefits ....................................................................................................................................................................................... 2
Form 701 – Payee Information .................................................................................................................................................................................... 16
Form 707 - Designation of Beneficiary for Benefits Owed at Death (Receiving Benefits) ........................................................................................... 20
Form 708 - Designation of Beneficiary (Not Currently Receiving Benefits) ................................................................................................................. 23
Form 710 – Application for Electronic Direct Deposit ................................................................................................................................................. 25
Form 719 - Election to Withhold Federal Income Tax (FIT) from Periodic Payments ................................................................................................. 26

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 1

Form 700 – Apply for Benefits
To apply for benefits online, a participant must have a benefit calculation in MyPBA. The calculation they wish to use will be selected to start the
process. The important elements of the calculation are the date to start receiving benefits and the surviving beneficiary. Both have already
been chosen during the “Request a benefit calculation” process.
If they enter a start date of 6/1/2021 or later, Question 2) will not appear. If they enter a date earlier than 6/1/2021, Question 2) will appear.

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 2

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 3

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 4

There is an embedded link if they click – Your Benefit, Your Choice – PBGC Benefit Options that takes them to descriptions of the different forms
of benefit.

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 5

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 6

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 7

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 8

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 9

If they choose Electronic Direct Deposit:

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 10

There is an embedded link if they click – Your Benefit, Your Choice – PBGC Benefit Options that takes them to descriptions of the different forms
If they choose IRS Instructions:

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 11

There is an embedded link if they click – Your Benefit, Your Choice – PBGC Benefit Options that takes them to descriptions of the different forms
If they choose to enter their own:

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 12

Review – Screen 1 of 3 (user would scroll down)

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 13

Review – Screen 2 of 3 (user would scroll down)

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 14

Review – Screen 3 of 3 (user would scroll down)
User is required to print, sign, and notarize the actual form, even if this transaction is started on MyPBA, therefore, there is no corresponding
screen/field for the spouse consent waiver in MyPBA. The actual form will be required to be submitted.

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 15

Form 701 – Payee Information
When a customer is logging in for the first time and classified as “in pay”, they get this pop up.

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 16

If they select “yes” they are the participant in the plan, they must enter the information on their marital status and spouse name, date of birth
and gender. If they select “no”, they fill in the additional information shown below.

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 17

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 18

If they select “yes” they are the participant in the plan, they must enter the information on their marital status and spouse name, date of birth
and gender. Spouse contact entry screen is below.

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 19

Form 707 - Designation of Beneficiary for Benefits Owed at Death (Receiving Benefits)

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 20

The participant can designate multiple beneficiaries by percentage, as long as they all add up to 100%.

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 21

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 22

Form 708 - Designation of Beneficiary (Not Currently Receiving Benefits)
This designation is made during the “Request a benefit calculation” process.

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 23

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 24

Form 710 – Application for Electronic Direct Deposit

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 25

Form 719 - Election to Withhold Federal Income Tax (FIT) from Periodic Payments

Samples of MyPBA Screens Related to PBGC Forms 6/5/2021 - 26


File Typeapplication/pdf
File TitleMyPBA Screens related to PBGC forms
AuthorWelanetz Lou
File Modified2021-07-06
File Created2021-06-21

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