Get the free Pension Enrolment Card and Beneficiary ... - Ironworkers Local 97 - ironbenefits

IRONWORKERS PENSION PLAN, LOCAL 97 Plan Administrator: 160 4400 Dominion Street, Burnaby BC V5G 4G3 Phone: (604× 2997482 Fax: (604× 2998136 Toll-free 18006631356 APPLICATION FOR Enrollment AND BENEFICIARY

How to fill out pension enrolment card and

How to fill out a pension enrolment card:

1. Start by obtaining a pension enrolment card from the relevant pension authority or your employer's human resources department.
2. Fill in your personal information accurately, including your full name, date of birth, address, contact number, and email address.
3. Provide your social security number or any other identification number required for pension purposes.
4. Indicate your employment details, including your current employer's name, address, and contact information. If you are self-employed, mention your business details.
5. Fill in the necessary information regarding your previous employment history, including the names of your previous employers, periods of employment, and any applicable pension schemes you were enrolled in during those employments.
6. Specify your preferred pension contribution amount or percentage, if applicable. This may include your contributions, as well as those from your employer.
7. Follow any additional instructions provided on the enrolment card, such as providing supporting documents or signatures.
8. Double-check all the information filled in for accuracy and completeness, as any mistakes or missing details may cause delays or inaccuracies in your pension benefits.

Who needs a pension enrolment card:

1. Employees: Any employed individual who wishes to contribute to a pension scheme or retirement plan usually needs a pension enrolment card. This includes full-time and part-time employees working for various organizations.
2. Self-employed individuals: Entrepreneurs or freelancers who desire to invest in a pension scheme to secure their future retirement would require a pension enrolment card.
3. Individuals changing jobs: When switching jobs, you may be required to fill out a new pension enrolment card if the new employer offers a different pension scheme or if your previous pension contributions are not transferable.
4. New retirees: Individuals reaching retirement age and planning to start receiving pension benefits may need to complete a final pension enrolment card to ensure a smooth transition from employment to retirement.
5. Individuals opting for voluntary pension contributions: Some pension schemes allow individuals to make voluntary contributions, whether they are employed or not. These individuals may also need a pension enrolment card to document their contributions.

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