How to Complete Your Election of Payment Option and Beneficiary Designation Form

Health Care Employees Pension Fund

Congratulations on your retirement! Applying for your pension benefit is an important part of your next phase in life, and filling out your Election of Payment Option and Beneficiary Designation Form will help you complete the process. This “how-to” video will guide you through completing the form.

Before watching the video and completing your form:

Have you watched “Episode Five: What Are My Pension Options,” part of the Virtual Pension Counselor series?

This brief video explains the options available in how your pension is paid to you. You will have to indicate your pension option choice when you complete the Election of Payment Option and Beneficiary Designation Form. It is important to understand the options available to you because once you make your choice and your pension begins, you cannot change it.

Ready to watch? Select the option that best describes you and get started!

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