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Updating Personal Information

The employer must report any change in an employee’s personal information (versus what was reported on the employee’s enrollment form). This includes changes such as:

  • Name – please report the employee’s new legal name.
  • Address – please report any change in the employee’s mailing address, e-mail address and telephone number.
  • Dependents – please report any changes in dependent information (e.g., the birth or death of a dependent).
  • Marriage – please report the spouse’s full name and birth date, as well as the marriage date.
  • Divorce – please report the ex-spouse’s full name, as well as the effective date of the divorce.
  • Maintenance orders – please report any maintenance orders stemming from separation or divorce that affect an employee’s Silver Thatch pension. A maintenance order is a court directive that sets out how an employee’s assets are to be divided upon marriage breakdown.
  • Death – please report the date of death.
Information should be written on a separate sheet of paper and attached to the next Contributions Input Form that you send to the client services agent. It is strongly recommended that you remind employees periodically to notify you of any relevant changes in their personal information.

 

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