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English (United States)

Already Retired

A Few Helpful Tips to Keep in Mind

Keep in touch with the 32BJ Fund office

After you retire, it’s a good idea to keep in touch with the 32BJ Fund office to:

  • Change your address.
  • Change your Death Benefit beneficiary designation.
  • Start or change your direct deposit.
  • Get a replacement copy of your recent Form 1099-R for your annual IRS income tax filing.
  • Get a letter with proof of your pension benefits.
  • Provide notification of your spouse’s death.

As well, your spouse or a close friend or relative should notify the Fund office of your death immediately upon your death. The Fund office is also here to answer any questions you may have about benefits that may be payable to your spouse or beneficiary after your death.

Keep in touch with the Social Security office - www.socialsecurity.gov

 

After you retire, it’s a good idea to visit the Social Security website to manage the information in your account and to request information. Through the website, you are able to:

  • Change your address.
  • Start or change your direct deposit.
  • Get a replacement SSA-1099 or SSA-1042S for tax season.
  • Get a letter with proof of your benefits from the Social Security office.

You will be asked to create an account on MySocialSecurity.gov to view or change your personal information and to view your benefit information.

Keep in touch with the Medicare office - www.medicare.gov

After you retire, it’s a good idea to visit the Medicare website to manage the information in your account and to request information. Through the website, you are able to:

  • Get a replacement Medicare card.
  • Change your address.
  • Set up or change direct payment of premiums from your bank account.
  • Get Medicare forms (claim forms, coverage change forms, appeals forms).

You will be asked to create an account on MyMedicare.gov to view or change your personal information and to view your coverage information.

Use Direct Deposit

The Fund office offers its pensioners and beneficiaries the ability to have access to their monthly pension sooner through Direct Deposit into their bank account. The rewards of Direct Deposit are:

  • You don't have to go to the bank to deposit checks.
  • Your money is automatically deposited into your account on time, every time!
  • Direct Deposit payments never get lost.
  • Problems with Direct Deposit, which are rare, are quickly resolved through a phone call.
  • Direct Deposit gives you access to your money earlier than check deposits since there is no waiting for checks to clear.

If you have not enrolled in Direct Deposit and would like to take advantage of this offer, please contact Member Services at 800-551-3225 to request a Direct Deposit enrollment form.

If you are already enrolled in Direct Deposit and would like to change your banking information, please contact Member Services at 800-551-3225 to request a Direct Deposit change form.

For more information visit our Frequently Asked Questions (FAQs).

 

WAMB

Use The What Are My Benefits* tool to find the most up-to-date information about your 32BJ benefits. Once you have answered the questions in What Are My Benefits a Benefits Summary Page will display a listing of your current benefits.

*Answer all of the questions as accurately as possible for best results. For additional information or questions about your benefits, call Member Services at 800-551-3225.

Learn About Your Benefits