Forms

Here is a list of all UNJSPF forms.

For participants:

A2E - Designation of Recipient(s) of a Residual Settlement and any Retroactive Benefit Due

To designate recipient(s) of residual settlement due under article 38 of the UNJSPF Regulations and unpaid retroactive benefit owed at death under section J.3 of the UNJSPF Administrative Rules.

A2AE - Additional Sheet

To use only if designating over 4 recipients on Form PENS.A/2. Check the box at end of Section 2, then date, hand-sign, and attach this sheet with your A2 form as one submission.

B1E - Expression of Interest to Validate Non-Contributory Service

To notify the Fund of your interest in validating non-contributory service under article 23 of the UNJSPF Regulations and Rules.

C1E - Expression of Interest to Restore Prior Contributory Service

To notify the Fund of your interest in restoring your most recent period of prior contributory service under article 24 of the UNJSPF Regulations and Rules.

C8E - Expression of Interest to Restore Prior Contributory Service in Case of a Deferred Retirement Benefit

To notify the Fund of your interest in restoring a period of prior contributory service for which you had elected or were deemed to have elected a Deferred Retirement Benefit under article 24 bis of the UNJSPF Regulations and Rules.

T1E - Expression of Interest to Transfer-in Pension Rights

To express interest in transferring accrued pension rights to UNJSPF under the terms of the transfer agreement between UNJSPF and your former employer under article 13 of the UNJSPF Regulations and Rules.

For those separating from service/retiring:

E2AE - Payment instructions for a Disability Benefit

To provide payment instructions for a disability benefit to the Fund once a disability benefit has been awarded by the Staff Pension Committee of your employing organization.

E6AE - Election to Defer Payment for participants with less than 5 years of contributory service

To elect to defer the payment of a withdrawal settlement under article 32 of the UNJSPF Regulations for a period of 36 months. To elect to receive payment, use form E/6-B instead.

E6BE - Payment instructions for a withdrawal settlement for participants with less than 5 years of contributory service

To request payment of a withdrawal settlement if you have less than 5 years of contributory service. If you have 5 or more years, use form E/7-B

E7AE - Election to Defer Choice of Benefit for Participants with 5 Years or More of Contributory Service

To elect to defer your choice of benefit for up to 36 months, if you have 5 or more years of contributory service. To elect to receive payment, use form E/7-B.

E7BE - Payment Instructions for a Benefit for Participants with 5 Years or More of Contributory Service

To make a benefit election and submit payment instructions if you have 5 years or more of contributory service. If you have less than 5 years, use form E/6-B.

E8E-Payment instructions for a benefit under article 40 (c) of the UNJPF Regulations

To elect a benefit under art. 40(c) of the UNJSPF Regulations and provide payment instructions if entitled to a prior periodic benefit, rejoined the Fund, and separate with under 5 years of additional service.

T2E - Expression of Interest to Transfer-out Pension Rights

To submit an expression of interest in transferring your accrued pension rights from UNJSPF under the terms of the transfer agreement concluded by UNJSPF and your new employing organization under article 13 of the UNJSPF Regulations.

For retirees/beneficiaries in receipt of periodic payments:

E10E - Declaration of country of residence (for two-track system only)

To elect to receive your benefit under the two-track system. By submitting it with proof of residence, you choose to have your benefit adjusted for cost-of-living changes in your country. This choice is irrevocable.

E11E - Change of country of residence (for two-track system only)

To notify the Fund of a change in your country of residence under the two-track system. Submit it with satisfactory proof of relocation and proof of arrival. To change your address in the same country, use form PF.23/M.

E12E - Application for Emergency Fund Assistance

To request Emergency Fund assistance if you receive a periodic benefit and face temporary unforeseen hardship. The information provided will be used by the Fund to assess your request.

E2BE - Payment instructions for Survivors Benefits

To submit payment instructions if you are an eligible survivor of a UNJSPF participant or retiree.

E2CE - Payment instructions of a residual settlement and any retroactive payment due

To submit payment instructions if you are the designated recipient of a residual settlement or any retroactive payment due at the participant's or retiree's death, as indicated in their form A/2.

E3AE - Spouse Married after Separation: Expression of interest to purchase an annuity

To notify the Fund of your interest in purchasing an annuity for a spouse married after separation. The information provided will be used to verify eligibility, calculate the annuity, and inform you for your final decision.

PF23E - Change in Payment Instructions

To change your benefit payment instructions, or if you are a legal representative of an estate, or to receive a split payment under article 45 of the UNJSPF Regulations to satisfy a marital or parental legal obligation.

PF23AE - Payment Instructions for The Commencement of a Deferred Retirement Benefit

To request the commencement of your deferred retirement benefit.

PF23ME - Change of Contact Information

To update your contact information, including mailing address, phone number, email, and emergency contact details.

Other forms:

S1E - Participant, Retiree or Beneficiary Signature Specimen

For the process of registering your signature with the United Nations Joint Staff Pension Fund.

S2E - Guardian Signature Specimen

For the process of registering your signature with the United Nations Joint Staff Pension Fund if you have been appointed as a legal guardian of a UNJSPF beneficiary.

S3E - Child (16 or above) signature specimen 

For the process of registering your signature with the United Nations Joint Staff Pension Fund if you are a child aged 16 or older whose benefits is being paid directly into your own bank account.

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