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ANNUAL FUNDING NOTICE
For
The Citigroup Pension Plan
Introduction
This notice includes important information about the funding status of the Citigroup Pension
Plan (the Plan) and general information
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01
Start by gathering all the necessary information and documents, such as your personal details, employment history, and any relevant financial information.
02
Carefully read through the form instructions and ensure you understand each section and question.
03
Begin by providing your personal information, including your full name, date of birth, social security number, and contact details.
04
Move on to the employment history section, where you will need to input details about your previous positions at Citigroup, including the dates of employment and job titles.
05
If applicable, fill out the section regarding any other pensions or retirement plans you may have, including details such as the name of the plan, the amount you are receiving or contributed, and any beneficiaries named.
06
Next, provide information about your desired pension payment options, such as whether you prefer a lump sum distribution or monthly payments, and any tax withholding preferences.
07
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Finally, sign and date the form as required and follow any additional instructions for submission, such as attaching supporting documents if necessary.
Who needs form Citigroup pension plan:
01
Current or former employees of Citigroup who have participated in the company's pension plan.
02
Individuals who are eligible to receive pension benefits from Citigroup due to their previous employment with the company.
03
Retirees who have chosen the Citigroup pension plan as their retirement income option.
It's important to note that the specific eligibility criteria and requirements for the Citigroup pension plan may vary, so it's always best to consult the plan documentation or reach out to the HR department at Citigroup for personalized guidance.
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