PayeeWeb

• If moving within the same state, submit the change in PayeeWeb. NOTE: If change is made after the 15th of the Month, it will not be reflected on the current Month’s payment cycle.
• If moving to a different state, submit your address change via one of the following methods.
  • Email: trust.pension.proc@pnc.com
  • Call: 800-765-6148 weekdays between 8 a.m. and 5 p.m. ET to reach AMG Operations EB Distributions.
  • Contact your former employer to report that you have moved, and they will submit the change to PNC.
• If you are moving and it is temporary (for example, you are spending the winter months in another state) and you receive direct deposit, no change is needed as we are no longer mailing direct deposit advices. You are encouraged to contact your tax preparer or accountant to understand the consequences of temporary presence in a state other than the state of your primary residence.
• If you are moving and it is temporary (for example, you are spending the winter months in another state) and you receive a paper check, we strongly recommend setting up direct deposit. This way you are not dependent on a check arriving in the mail each month and will have the funds available in your account. Otherwise, submit your address change via one of the options below.
  • Email: trust.pension.proc@pnc.com
  • Call: 800-765-6148 weekdays between 8 am and 5 pm ET to reach AMG Operations EB Distributions
• You will need to remember to change your address back in a similar manner once you return to your home state.
• If your move is permanent, we will also update your tax reporting state to your new state of residence.  This will ensure your information is reported to the correct state when we file your annual 1099R and will ensure that any state tax withholding is paid to the correct state.  NOTE:  If you currently reside in a state where state tax withholding is not mandatory and you move to a state where state tax withholding is mandatory, you will need to submit a State Tax Withholding Form at the same time you submit your address change or your mandatory state tax withholding will be based on the default withholding method for your state.
• If your move is not permanent, and your tax reporting state should not change, please indicate this in your communication.
• If you are uncertain if you should change your tax reporting state, please contact your tax preparer or accountant. You are encouraged to contact your tax preparer or accountant to understand the consequences of temporary presence in a state other than the state of your primary residence.

• Checks are mailed to the address listed on PayeeWeb unless you recently changed your address. If you recently changed your address, your check may have been mailed to your old address. Accordingly, if you do not receive your check by the fifth business day following the payment date, please call us and we will reissue it.
• We strongly recommend setting up direct deposit which will allow you to have funds available in your account sooner. This way you are not dependent on a check arriving in the mail each month.

• Please verify that the check you are reviewing online is the check you are expecting. To verify, please look at the date of the payment.
  • If it is not the check you are expecting, you do not need to take any action as your expected check will arrive in the mail. However, we strongly encourage utilizing direct deposit as it is not dependent upon the mail and there is less risk of theft or fraud.
  • If you do not receive the check you anticipated receiving, please call 800-765-6148 weekdays between 8 a.m. and 5 p.m. ET to reach AMG Operations EB Distributions.

• If the check can still be read and your name, the amount, the date, the magnetic ink character recognition (MICR) line (the line of different numbers along the bottom of the check) are still legible, please take the check to your bank to see if they can cash it. If not, please call  800-765-6148 weekdays between 8 a.m. and 5 p.m. ET to reach AMG Operations EB Distributions and we will reissue your check.

• If you have not received your check by the 5th business day following the payment date, please call  800-765-6148 weekdays between 8 am and 5 pm ET to reach AMG Operations EB Distributions and we will reissue it.
• We strongly recommend that you establish direct deposit so you are not dependent on the mail and to minimize the risk of theft or fraud.

• This varies by former employer and is dependent on whether the former employer paid in advance or in arrears. Please call 800-765-6148 weekdays between 8 am and 5 pm ET to reach AMG Operations EB Distributions and we can look into entitlement. Note that it may be necessary for you to also contact the decedent’s former employer.

• Before cashing an older check, please call 800-765-6148 weekdays between 8 am and 5 pm ET to reach AMG Operations EB Distributions and we can look up each check and determine if it can be cashed.

• Please contact the former employer of the deceased individual regarding any survivor benefits.

• If your payment does not reflect withholding for a deduction as expected, please contact your former employer to inquire.

• With the implementation of PayeeWeb, direct deposit advices will no longer be mailed. All the information associated with your payment is now available online and can be downloaded and printed if you desire a hard copy.

• Input your banking information in PayeeWeb and within one or two payment cycles, your payment will be sent via direct deposit. (If this is set-up after the 15th of the Month, it will not be reflected on the current Month’s payment cycle.  We strongly recommend setting up direct deposit to help minimize potential mail delays, address change and other issues (including theft and fraud) and facilitate timely deposit of funds into your account.

• While not required, it is typical to elect a bank account for direct deposit that includes your name in the registration. Please consult your tax and/or legal advisor.
• PNC Bank is not responsible for funds that may be lost or stolen if you instruct us to send them to account other than your own.

• If you have opened a new account, you can update your information in PayeeWeb and your next payment will go to the new account.
• If you have not opened a new account, you can cancel your direct deposit in PayeeWeb which will allow you to receive a check in the future.
  • If this change happens after we have issued your monthly payment, your bank will return the payment to us indicating the account is closed. When we receive the funds back and process the return, we will issue a replacement check.

• No, we do not offer this option. 

• No, we do not offer this option.

• On an Annual basis, the Federal Government updates the tax tables. This can also occur at other times during the year based on Federal legislation.  If this occurs and if you have withholding based on your marital status, the amount of Federal Tax withheld will change.
• Other changes in withholding may occur as a result of instructions from you or your former employer.
• If none of the above apply, please call 800-765-6148 weekdays between 8 am and 5 pm ET to reach AMG Operations EB Distributions.

• To add, change, or remove your Federal withholding election, you will need to download the Form W-4P and complete it.
  • If you wish to remove your Federal withholding, you will indicate to withhold no Federal Tax on the Form W-4P.
• Once completed, please return your Form W-4P via mail to the address below: Please note that this change can only be requested by mail.
  • Mail to:
       PNC Bank - AMG Operations EB Distributions
       P.O. Box 606
       Pittsburgh, PA 15230-0606

• Yes. To receive a copy of your last Form W-4P, please call 800-765-6148 weekdays between 8 a.m. and 5 p.m. ET to reach the PNC Employee Benefits Distribution. Once you have verified yourself, we can send you a copy of your most recent form.

You have options:

• You can download the appropriate state tax form from your state's website, or by accessing the State Tax Forms link on this site. Once completed, please return via mail to the address listed below:
  • Mail to:
       PNC Bank - AMG Operations EB Distributions
       P.O. Box 606
       Pittsburgh, PA 15230-0606
    
    
• You can download the Form W-4P, complete and write "State" on the top of the form and return via mail to the address listed below:
  • Mail to:
       PNC Bank - AMG Operations EB Distributions
       P.O. Box 606
       Pittsburgh, PA 15230-0606
    

• Please note that any State Withholding change can be requested by mail only. 
• In some cases, it is not possible to remove your state withholding as some states have mandatory withholding.

• Benefit payments made to a U.S. resident are reported on a Form 1099-R.

• Benefit payments made to a foreign person from a U.S. source are reported on a Form 1042-S.

• There are several reasons why you may have received multiple tax forms. A few possible reasons are listed below:
  • You receive a recurring benefit payment from your own former employer, and you also receive a recurring or lump sum benefit payment as a beneficiary for another person from their former employer.
  • You receive a recurring benefit payment and you also took a lump sum payment.
  • Your payments were paid by one financial institution for part of the year and by another financial institution for part of the year.
  • You lived in two different states and changed your tax reporting state during the year.
  • You were under the age of 59 ½ for part of the year.
• You are encouraged to contact your tax preparer or accountant to understand why you received more than one tax form.

• We are required to send this letter annually to provide benefit recipients an opportunity to update their Federal Income Tax withholding for benefit payments that are not eligible for rollover distributions.
  • If you do not wish to make any changes to your existing Federal Tax withholding elections, you do not need to return the form.
  • If you do wish to make changes to your existing Federal Tax withholding elections, please complete and return via mail to the address listed below:
    • Mail to:
         PNC Bank - AMG Operations EB Distributions
         P.O. Box 606
         Pittsburgh, PA 15230-0606