Benefit Connections    Retirement
List of Required Information

  1. Your name and social Security number
  2. Your home address and telephone number
  3. Your current marital status
  4. Your spouse’s name, Social Security number, and date of birth (if you are married)
  5. Your benefit commencement date (the date that you would like payments to begin)
  6. Your

    beneficiary information:
    • If you are married; if you would like to designate someone other than your spouse as a beneficiary, please provide the beneficiary’s name, date of birth, and Social Security number; you must also provide your spouse’s information even if you choose to have someone other than your spouse as a beneficiary.
    • If you are not married; there are certain payment options that you may elect that require you designate a beneficiary. In this case, you would need to provide the beneficiary’s name, date of birth, and Social Security number.