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YOUR PARTNER IN PENSION PROTECTION’T H HTTPS://calrta.org/S T A R L I G HT AREA 11 / DIVISION 63 / PALOMAR CHAPTER Monthly Membership Brunches: Third WednesdayJANUARY 2022 EDITION Chapter Website:

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Gather all necessary documents such as identification documents, proof of relationship, and any other relevant paperwork.

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Fill out the required forms accurately and completely with your partner's personal information and details.

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Submit the completed forms to the pension provider either online or through mail as per their instructions.

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What is your partner in pension?

Your partner in pension is your spouse or civil partner who receives pension benefits.

Who is required to file your partner in pension?

You are required to file information about your partner in pension if you are receiving pension benefits.

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You can fill out information about your partner in pension on the relevant forms provided by the pension provider or tax authority.

What is the purpose of your partner in pension?

The purpose of reporting your partner in pension is to ensure accurate reporting of income and benefits for tax and pension purposes.

What information must be reported on your partner in pension?

You must report your partner's name, date of birth, Social Security number, and details of pension benefits received.

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