Forms

Retirement Plan

RBI Benefit Enrollment Form

Rollover Transfer-In Form
(From another plan to PCA)

Distribution, Transfers and Roll-out
(from PCA to another plan)

Rollover Matrix
 (what plans can roll to what plans)

Investment Option Change Form
(and Balance Transfers)

Hardship Distribution Request

Retirement income-expense worksheet

Retiree Distribution Request Form

W-4P Pension or Annuity Withholding Form
(Current tax year or visit IRS.gov for latest form)

If you are an active employee of a PCA organization and have a PCA Retirement Account, you may take a loan against your PCA retirement account and pay yourself back with interest.  If interested in a loan, please call our office for details, and a loan application, at 678-825-1260.

Other

RBI Wise Planning Guideline Digital Booklet
(An interactive planning PDF. You must first download the PDF to begin to apply your data.)

Beneficiary Designation PDF

Beneficiary Designation in SmartBen
(instructions)

Change of Address PDF
(
domestic only)

If enrolled in PCA Insurance, you may also update your address in SmartBen.

PCA logo

PCA Retirement & Benefits (RBI)
The employee benefits agency of the PCA.

Connect With Us

1700 North Brown Road, Suite 106, Lawrenceville, GA 30043
Phone: 678.825.1260 | toll free 800.789.8765 | fax 678.825.1261
Email:  rbi@pcarbi.org | relief@pcarbi.org
retirement@pcarbi.org
insurance@pcarbi.org
planning@pcarbi.org