Did you receive a letter?

If I received a letter, what should I do?

Please do ONE of the following if you received a letter:

Address Confirmation Only

To confirm or update your address by mail, send in the form at the bottom portion of the letter with any corrections made and the appropriate box marked. Use the envelope provided.

To confirm or update your address by phone, have your reference number available and call us at the phone number on your letter. We are available Monday – Friday, 8:00AM to 6:00 PM EDT.

To confirm or update your address online, you will need the reference number and letter ID at the top of the letter. Confirm your information here.

Check Reissue Response

To mail in your response, please send completed and signed forms to the following address using the enclosed envelope:
PBI Research Services
P.O. Box 1389
Ft Washington, PA 19034

To upload your completed and signed form online, you will need the reference number and letter ID at the top of the letter. Follow the instructions in the letter and use the online form here.

Problems or questions? Please call the number on your letter. We are available Monday – Friday, 8:00AM to 6:00 PM EDT.

Why did I receive a letter?

Pension Benefit Information, LLC (PBI) is engaged by organizations to reach out to participants via letter or telephone for one of the following reasons:

  1. To confirm and/or update mailing address and telephone information for their benefit records to contact participants with important benefit information.
    • They are doing this to ensure participants receive important future communications about their benefits.
    • PBI acts as a temporary Call Center for our clients to confirm and update the benefits information.
  1. To reach out to participants who have uncashed distribution checks from retirement plans of which they are or were a part of.
    • The letter indicates the specific retirement plan(s) from which their check(s) was issued and the amount of the check.
    • The uncashed check(s) is over six months old and is no longer valid and a new check must be issued.

Frequently Asked Questions

PBI is a search firm that has been hired to locate and reach out to participants with unclaimed benefits. If you received a letter, a former employer, or a union which you were a member has contracted with us to locate you to confirm your address or to reissue stale dated checks. Companies are required to communicate with plan participants with information on their benefits. Plan sponsors need current address information on file to send mandated disclosure information.

There are many reasons for locating plan participants. We try to communicate the specific reason in the letter. Sometimes employers simply want to update addresses in their files. Other times, a plan may be terminated, and they need to mail you the distribution paperwork.

You may have received a letter because you have a stale dated check and we have reached out to you to reissue the check.

Please do ONE of the following if you received a letter:

Address Confirmation Only

Confirm Online
To confirm or update your address online, you will need the reference number and letter ID at the top of the letter. (Problems or questions call us at the number on your letter)

Confirm by Phone
Call us at the number on your letter. We are available Monday – Friday, 8:00AM to 6:00 PM EDT. Please have your reference number available when calling.

Confirm by Mail
Send in the form at the bottom portion of the letter with any corrections made and the appropriate box marked. Use the envelope provided.

Check Reissue Response

Eligible Participants Can Upload Forms To Our Locate Webiste
See details in the letter to determine eligibility.

To upload your completed and signed form online, you will need the reference number and letter ID at the top of the letter. Follow the instructions in the letter. (Problems or questions? Please call us at 855-607-4132 and dial extension number mentioned in your letter.)

Mail In Response
Please send completed and signed forms to the following address using the enclosed envelope:
PBI Research Services
P.O. Box 1389
Ft Washington, PA 19034

For address confirmation – some of our clients have engaged us to reach out to former employees or union members by phone if there is no response to the letter we sent. If you receive a voicemail from us, please give us a call back so that we can ensure your employer has your current contact information.

For check reissue – sometimes we reach out to participants who returned forms that are incomplete or missing information.

For the same reasons you might have received a phone call or mailed letter, including an address confirmation and/or check reissue(s) related to potential retirement benefits.

There are a few reasons your employer has requested PBI to search for you.

  1. Benefit departments usually reside at the corporate headquarters and branch offices, or local unions don’t always communicate your current address information with the main office.
  2. Companies need to confirm the address they have on file is correct. They have an address in their system, but do not know if the address is still current.
  3. Your former employer has tried to mail you something and it was returned by the Post Office as undeliverable.

Address Confirmation Letters – Our purpose is to put your former employer in contact with you to communicate the details regarding your benefits. PBI does not have access to specific dollar amounts as that information is confidential between you and your former employer.

Check Reissue – The amount of the reissued check is included in the letter and includes processing fees that are deducted from the check.

Address Confirmation – On average, it usually takes around 90 days for our clients to contact you with information about your benefits. It could be longer depending on the size of the project and the number of participants they are contacting.

Check Reissue and the Check is Reissued by PBI – , PBI typically generates checks around the 15th and the 30th of each month. The date PBI receives completed and approved reissue forms will determine when your check is generated and mailed.

Check Reissue and the Check is Issued by the Record Holder or Client – PBI will provide completed Request for Distribution forms to the client around the 15th and 30th of each month. It could take 45 to 90 business days for the client to respond and reissue the check.

PBI often works with the benefits department usually located at the company’s corporate headquarters. Satellite offices may not be informed of the search being performed. We also regularly work with third-party benefit administrators, which are companies hired to manage all benefits duties. If you have any doubts, contact PBI and we will let you know which office requested the search.

Companies are often acquired or merge with other companies. If you do not recognize the company on the letter you might search on the internet for your former employers for details.

Some companies have not done a mailing to their plan participants in many years and may have chosen to update all their mailing addresses to ensure that names and addresses are correct. Even though they may have your address on file, some choose to update all the addresses that they have.

Not at this point. PBI is responsible for call center support and managing returned mail and responses until the project is completed. After the search is complete, you should hear directly from the company by mail.

There are several possible reasons why a colleague of yours would have received a letter from our company at this time and you did not. You may be on our list of participants we are reaching out to and you just did not receive the letter in the mail yet. Alternatively, your former employer may not be searching for you at this time and we did not attempt to send you a letter.

Participant Quotes:

 “Dear PBI: I appreciate you being BBB members. It’s difficult knowing who is trustworthy in these days of heightened info security. Good on you!”
– Former employee of a Union Pension Fund

“I am approaching 65 and didn’t know how to collect my pension. I was thrilled you found me.”
-Hotel/Restaurant Union employee

“I worked for them almost 18 years and didn’t think I’d be getting a pension. This is a great surprise.”
– Former employee, Major Hotel Chain