Member FAQs

Frequently Asked Questions for Members

General Questions

Q: How can I request a retirement package?

A: To request a retirement package, please contact our Member Services department at 1.800.642.6543.

Q: How soon can I commence my retirement?

A: You may commence your retirement as early as age 55. The usual retirement age of members in the Annuity Plan is 65.

Q: I’m considering retirement and would like to know how should I proceed?

A: Please contact our Member Services department at 1.800.642.6543 and ask to speak with a Pension Counselor. The Pension Counselor will be able to guide you through the process, and address any questions or concerns you may have regarding your retirement.

Q: How do I verify my beneficiaries?

A: Please log on to the PBUCC website (www.pbucc.org) and follow these steps: Click View My Pension and Other Benefits, select View My Accounts, then click View My Beneficiary Information.

Q: How do I update my beneficiaries?

A: To update your beneficiaries, please log on to the PBUCC website (www.pbucc.org) and follow these steps: Click View My Pension and Other Benefits, and click View My Beneficiary Information. If you would like to update a beneficiary, click on Request Form on the upper right-hand corner. If you are married, please note that spousal consent and a public notary signature will be required.

Q- How do I change my email address on the Member Portal?

A- You can update your personal information, including your mailing address, email, and phone number by signing into your account at www.pbucc.org. From the Benefit Selection screen, click on View My Pension and Other Benefits, then, select the Take Action tab, and choose Change My Personal Information.

Q- How can I reset my password?

A- If your password is not being accepted, on the Member Portal homepage, click on the Forgot/Reset Password link and follow the instructions.

Account questions

Q: I would like to receive my quarterly statements by mail?

A: Please contact the Pension Boards at 1.800.642.6543 to speak with a Customer Care Representative to revert your quarterly statement to mail.

Q: How do I get a duplicate 1099-R?

A: Please call Northern Trust at 1.866.252.5395 to request a duplicate 1099-R form.

Q- Where can I get a copy of the Housing Resolution Letter?

A- The Housing Resolution letter is located under News and Resources on our website (www.pbucc.org). Simply click the News & Resources image, then select Tax Resources on the left-hand menu to access the Housing Resolution letter and other tax resources.

Q- Where can I get a copy of the Clergy Tax Return Preparation Guide?

A- Please visit our website at www.pbucc.org. Click on News and Resources image, then select Tax Resources on the left-hand menu to access the Tax Return Preparation Guide and other tax resources.

Q- How can I change my banking information?

A- You may update your banking information by completing a Direct Deposit Form. You can access the Direct Deposit form on our website, www.pbucc.org or by clicking here.

Q- Can I roll over money into the Pension Boards?

A- Yes. You may rollover money from a qualified plan into the Pension Boards plan by completing a Request for Direct Rollover of Funds to the Pension Boards form. You may access this form on our website, www.pbucc.org, or by clicking here.