PENSION SURGERY REQUEST FORM

PENSION SURGERY REQUEST FORM

Please note that pension surgeries are only offered to current employees of Caterpillar who are either in the Caterpillar Defined Contribution Pension Plan or who are deferred active members of the Caterpillar Defined Benefit Pension Plan. If you are a member of another plan, a pensioner or a deferred member who has a question about your pension, please contact your relevant Plan administrator.

HOW CAN WE CONTACT YOU TO CONFIRM YOUR APPOINTMENT DETAILS?*
Please let us know the quickest and easiest way for us to send you the date and time of your appointment.
(must be identifiable as you)
WHICH NUMBER WOULD YOU LIKE US TO PHONE ON THE DAY OF YOUR PENSION SURGERY?
If you can tell us a bit about what you’d like to discuss, we can make sure we have the right paperwork and information for the meeting.
If you have holiday or work shifts, please tell us when you cannot attend. If you need a meeting on a different day (e.g. you don’t work on Wednesdays) please let us know when you could attend a meeting.

*Required

Your session will expire in xx.xx
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