Member & Beneficiary Resource Guide

It is important to have a plan in place for when you or your spouse should pass. Pension Fund understands this process can be complex. A well-informed plan can make a big difference in what you leave behind for your loved ones.

This resource guide will help you and your beneficiaries understand your benefits and options, including:

• Charitable Giving
• Consolidating Your Accounts in Retirement
• How Long You (and Your Beneficiaries) Can Keep Your Money at Pension Fund
• Understanding Your Pension Plan Benefits & Options for Distribution
• What Your Beneficiaries Need to Know
• And a Personal Records Section

After working through this guide, we recommend consulting an attorney and/or a tax advisor for guidance tailored to your personal financial situation.

Download and Print the Guide Here: