Submit your beneficiary form: WorkSave Pension Plan and Group Stakeholder Pension PlanPDF file: Designate your beneficiary form: WorkSave Pension Plan and Group Stakeholder Pension Plan PDF size: 243KB A Medicare premium refund may be issued to the person or organization that paid the beneficiary`s premiums. If the beneficiary paid the premiums, refunds may be made to a family member or legal representative of the estate in the following order: A deceased beneficiary may have received a Social Security payment and/or a Medicare premium refund before or at the time of death. Changing your investment form: WorkSave Pension Plan and Group Stakeholder Pension PlanPDF file: Editing your investment form: WorkSave Pension Plan and Group Retirement Plan PDF size: 69 KB A Social Security payment due to a deceased beneficiary can be made to a family member or legal representative of the estate in the following order: Send the completed form to your local social security office. If you have any questions, you can call us toll-free at 1-800-772-1213 Monday to Friday from 7 a.m. to 7 p.m. If you are deaf or hard of hearing, you can call our TTY number 1-800-325-0778. Please fill out this form to help us decide who should receive a payment owed. Here you will find more information and answers to frequently asked questions. Your Guide to Pension TransfersPDF file: Your guide to pension transfers PDF size: 454KB Participant booklet: WorkSave Pension PlanPDF file: WorkSave Pension Plan PDF size: 770KB SSA-1724 | Entitlement to amounts due in the event of the death of a beneficiary Member`s Guide: Trustee Buy-in PlanPDF file: Member`s Guide: Trustee Buyout Plan PDF size: 494 KB Buy an annuity PDF file: Buy an annuity PDF size: 241 KB Explanation of investment principles: Group Stakeholder Pension PlanPDF file: Statement of Investment Principles: Group Stakeholder Pension Plan PDF size: 723 KB Here are some other helpful tools to help you plan your Helping the Future. Self-investment highlights: WorkSave Pension PlanPDF file: Self-investment highlights: WorkSave Pension Plan PDF size: 567 KB. Fees and ChargesPDF file: View – Fees and charges PDF size: 163 KB If you`re already saving, sign in to Manage Account to view your plan`s investment options and documents.
Not all documents in this document library are suitable for your plan. Key features of the WorkSave pension plan (for members who are automatically enrolled)PDF file: Key features of the WorkSave pension plan (for members who are automatically enrolled) PDF size: 2 MB. Key Features of WorkSave Buyout PlanPDF File: Key Features of WorkSave Buyout Plan PDF Size: 3.04MB. Employee Guide to Auto-EnrollPDF File: Employee Guide to Auto-Enrolment PDF size: 271 KB.