The Statement of Benefits is an official document issued by the UNJSPF that summarizes the gross periodic pension benefits paid to a retiree or beneficiary over a specific 12-month period. It is commonly used for tax reporting purposes.
- It includes benefits paid to the primary beneficiary and any associated child benefits (if paid together).
- It excludes one-time payments such as Withdrawal Settlements, Residual Settlements, and Emergency Fund payments.
- The amounts shown are gross amounts before deductions, including After-Service Health Insurance (ASHI), where applicable.
- It is not the same as the Benefit Entitlement Letter. For more information about that letter, visit the Separation page.
How can I request the Statement of Benefits?
To receive your Statement of Benefits, you must first subscribe via the Fund’s Member Self-Service (MSS) portal.
Steps to subscribe:
- Log in to your UNJSPF Member Self-Service (MSS) portal.
- Navigate to the Documents tab and click on Ad-hoc Document Request.
- From the drop-down menu, select Statement of Benefits Letter and click "Click Here to Proceed".
- Then click on New Subscription, choose your preferred payment period and language (English or French), and click Save.
Once you’re subscribed:
- If benefit payments were issued during the selected period, your statement will be automatically generated at the end of the tax period during the request year and in future years; no additional action is required from you.
The statement will be:
- Printed and mailed to your official mailing address on file with the Fund.
- Available online inside your MSS account under Documents > View Existing Documents.
You may also generate statements for the past 7 years directly within MSS.
For a step-by-step walkthrough, refer to the Resources section on the left-hand side of this webpage.
What are the subscription options?
When subscribing or updating your preferences in MSS, you can select:
Payment periods:
- 1 January to 31 December
- 1 April to 31 March
- 6 April to 5 April
- 1 July to 30 June
Language in which the Statement of Benefits will be issued:
- English
- French
Please note: Any changes made to your selected language or payment period will apply exclusively to future Statements of Benefits. Adjusting the statement’s language preference will not affect other communications you receive from the Fund. Those will continue to be issued according to the Fund's standard language settings; if you wish to update your preferred language for all Fund communications, please do so under the Accounts tab, accessible at the top right corner of your MSS portal.
Can I request past Statements of Benefits?
Yes. After subscribing, you can generate statements for the most recent seven years by:
- Going to the “Ad-hoc Document Request” section in MSS
- Selecting “Statement of Benefits Letter” from the drop-down menu
- Choosing the year(s) for which you wish to generate (a) statement(s)
Please note:
Past Statements of Benefits generated through MSS are not printed or mailed by the Fund. They are available immediately in your MSS account under Documents > View Existing Documents. From there, you may download and print your statements as needed. These ad-hoc statements are produced in the exact same format as those mailed by the Fund; neither include a signature or official stamp.
When is the Statement of Benefits not available via MSS?
You cannot request the statement through MSS in the following cases:
- Deceased retirees or beneficiaries: Statements must be requested via the UNJSPF Contact Us form.
- Children receiving benefits with a parent: If a child’s benefit is paid together with a parent’s benefit, it will be included in the parent’s statement. A separate statement for the child cannot be generated.
- Children receiving benefits separately: These statements are not available in MSS and must be requested via the UNJSPF Contact Us form.
- Withdrawal Settlements, Residual Settlements, and Emergency Fund payments: These are not included in the Statement of Benefits. For Withdrawal Settlement payments, please request a Payment Advice via the UNJSPF Contact Us form.
Does the statement include ASHI deductions?
No. The Statement of Benefits shows gross amounts before any ASHI deductions.
For ASHI-related questions, please contact the Insurance Unit of your former employer. The Fund only provides very limited information about ASHI on this webpage.
Where can I find more details about my payment history?
For a breakdown of individual payments, visit the Disbursements tab in your MSS account.
Can I use the Statement of Benefits for tax purposes?
Yes, many beneficiaries use it for tax reporting. However:
- The statement is issued for information purposes only. It is not an ‘official’ tax form.
- The Fund is not involved in personal tax matters.
- National tax rules vary widely and change frequently. Please consult a professional tax advisor for guidance. For limited information about taxation of UNJSPF benefits, visit the Taxation webpage on our website, which includes a Tax Guide authored by UN OLA and UN Tax Office back in 2010.
