For further step-by-step instructions (via screenshots) please refer to PBGC's "How to Submit a Request (e.g., Refund, RFR, etc.) and View the Status of the Request" demo.
Only the plan’s Plan Administrator or PA Representative may access the Premium Refund Request Page via the “Submit Request” link on the Plan Details Page for the plan in question. This is generally a more efficient way to submit such requests to the PBGC since you will now receive an immediate confirmation and tracking number upon receipt.
Here are the primary details:
- The user must select at least one PYC from the list of available plan years and confirm the prepopulated overpayment amount is correct
- Selections may also be made for additional PYCs along with the requested refund amount for each.
- “Address Information” is required for all Refund Requests.
- Additional request details are required depending on the type of refund requested (ACH is the default, or mailed check).
- The check payee is always prepopulated to the Plan name. This field is not editable. The check will be mailed to the address indicated in the “Address Information” fields.
- Electronic payment information is required if the ACH payment option is selected.
- The reason for the request must be entered in the Comments section (up to 2000 characters) and/or included in a file that is uploaded (a single PDF file which cannot exceed 15MB).
- The Next button is selected to go to a Summary Page that displays the information entered and performs basic validations (e.g., a warning shows if a required field is left blank).
- The following buttons may be selected: a Back button to go back to the previous page, a Cancel button to completely cancel the request, and a Submit button when the user wants to submit the request to PBGC.
- When the request has been successfully submitted, the submitter will receive a Confirmation message that includes the Service Request Number. In addition, a confirmation email will be sent to all other team members who have the Plan Administrator or PA Rep roles for this plan
If you have any questions (e.g., regarding the status of the request), please send an email to pbgc_premiums@custhelp.com or call 1-800-736-2444 or 202-326-4242 and select the “premium” option. When you contact us, please reference the plan’s EIN/PN and the Service Request Number. Note: TTY/TDD users may call the Federal Relay Service toll-free at 1-800-877-8339 and ask to be connected to 1-800-736-2444.