Before you request a pension analysis
A pension analysis provides a comparison of your monthly payment amounts (based on your benefit earned to date) under the different options available under the Retirement Fund. While you can request a pension analysis at any time — even years before you plan to retire — by calling Participant Services at (800) 562-4690, be sure to request a current analysis within three months of the date you want to retire. Please remember that a pension analysis is only an estimate. Your actual benefit will be calculated when you retire.

Open the Request for Pension Analysis Form
 
Information you will need to complete this form:

Participant Information
- Name
- Social Security No.
- Date of Birth
- Mailing address
- Phone number
- Email address

Beneficiary Information
- Name
- Date of Birth