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  Retirees & Beneficiaries

Below please find a few Frequently Asked Questions and Answers. Information about returning the forms to the Benefits Office can be found on each form. For security reasons, please do not e-mail forms with Social Security Numbers or banking information.

How do I update the tax withholdings for my pension benefit?
The Benefits Office must receive the following form, completed and signed, to update withholdings going forward:

How do I update my address for my pension benefit, including for the mailing of the 1099R form?
The Benefits Office requires all address changes in writing. Please complete the following form and return to the Benefits Office:

How do I enroll in Direct Deposit for my monthly pension payments?
Please complete the following form and return to the Benefits Office with a copy of a voided check, if applicable:

How do I disenroll in direct deposit and begin receiving live checks for my monthly pension payments?
Please send notification of this request in writing to the Benefits Office. The notice should be signed and dated and should include your the banking information from your current direct deposit on it.

How do I change the bank account information for the direct deposit of my monthly pension payments?
Please complete the following form and return to the Benefits Office with a copy of a voided check, if applicable. This information will replace the current direct deposit information for your monthly pension payments. Forms must be received by the 15th of the month to be processed for the following months check run.

How do I update the beneficiary for my RCAB Pension Plan death benefit?
Beneficiaries must be updated in writing. Please complete the following form and return to the Benefits Office:

How do I report the death of a retiree?
Please contact the Benefits Office at 617-746-5640 or pension@rcab.org to report a death, stop monthly pension payments, begin spouse payments (if applicable) and begin the process of payment for a death benefit.

I am a current retiree but will be returning to work at an RCAB location working 20+ hours per week. Should I notify the Benefits Office?
Yes, please notify the Benefits Office as soon as possible if you plan to return to work for an RCAB location. Monthly benefit payments may be affected by this.

I am an active benefit eligible employee collecting 70½ pension payments. I plan to leave benefit-eligible employment. Should I notify the Benefits Office?
Yes, please notify the Benefits Office as soon as possible to complete any additional paperwork necessary for you to continue to receive your monthly payments.

For additional questions or information about the RCAB Pension Plan, contact us at 617-746-5640 or email pension@rcab.org.

 

 
Interested in updating your direct deposit or beneficiary information? Do you have a change of address?
Visit the Pension Forms & Documents page.
 
 
 

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