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Retirement Commencement Quest

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Review questions for starting participants in their pension payments.

kurtgombar
Created Date 01.24.20
Last Updated 01.24.20
Viewed 27 Times
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Topics of this game:
  • A benefit commencement date can be before the termination date
  • This request process only shows a projection of a future benefit
  • The expiration date of the paperwork is determined by
  • The benefit commencement date is used to
  • If we get their paperwork in good order after the benefit commencement date
  • If a single form is received not in good order
  • If paperwork in good order is submitted after the expiration date
  • If it is 2/5/20 a benefit commencement date with 30-90 days is
  • If it is 7/10/20 a benefit commencement date within 1 and 180 days is
  • After submitting an actual request, recommend that the participant
  • We will always contact a participant who submitted paperwork not in good order by
  • A participant can request an actual package while they are still employed