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February 28, 2020, PORTABILITY OF BENEFITS ELIGIBILITY STATEMENT Move from a Nonappropriated Fund (NAF) Position to a DoD Appropriated Fund (APF) Civil Service Positions A Human Resources Office (PRO)
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Gather all necessary information and documents required for portability of benefits form.
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Who needs portability of benefits for?
01
Individuals who are transferring their benefits from one plan to another
02
Employees who are changing jobs and want to retain their benefits
03
Retirees who want to continue receiving benefits in a different location
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What is portability of benefits for?
Portability of benefits allows individuals to transfer their pension benefits from one pension plan to another when changing jobs or retiring.
Who is required to file portability of benefits for?
Employees who are changing jobs or retiring and wish to transfer their pension benefits to a new plan are required to file portability of benefits.
How to fill out portability of benefits for?
To fill out portability of benefits, individuals need to provide information about their current pension plan, the new plan they wish to transfer to, and complete any required forms.
What is the purpose of portability of benefits for?
The purpose of portability of benefits is to ensure that individuals can maintain their pension benefits when changing jobs or retiring, without losing any accrued funds.
What information must be reported on portability of benefits for?
Information such as current pension plan details, new plan details, personal information, and any required documentation must be reported on portability of benefits forms.
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