As your life changes, circumstances may arise that affect your benefits status and/or coverage. The Board of Pensions provides information and resources relevant to these times in your life:
*These events are qualifying life events; you may be able to make benefits changes or elections as the result of a qualifying life event if reported to the Board within 60 days of the event.
To report a qualifying life event and to elect/change available benefits and/or enroll or remove eligible family members from coverage, active members should log on to Benefits Connect. From the home page, choose Life Events under About Me and follow the prompts to report a qualifying life event. Return to Benefits Connect to elect/change benefits and eligible family members and update beneficiaries, if applicable. (Retirees, survivors, and inactive members report life events using the Life Event Change form. See Forms at right.)
If you participate in the Retirement Savings Plan of the Presbyterian Church (U.S.A.), you may want to update the amount you contribute, investment choices, and/or beneficiaries as a result of a qualifying life event. Active members can visit Benefits Connect and choose Fidelity under Service Providers, or go to fidelity.com/atwork for investment and/or beneficiary updates. To change your contribution amount, complete and return a Salary Deferral Agreement form to your employer. All participants can go to fidelity.com/atwork to make investment and/or beneficiary updates.
Retired members may want to change the number of tax allowances (as the result of a qualifying life event) by submitting a Tax Withholding Election form to the Board.