You should begin the separation process in advance, at least two months before your separation date. It is recommended that you contact the UNJSPF for an estimate of your benefit options within six months of your anticipated separation date or use the interactive Benefit Estimate tool through the Member Self-Service.
To review, calculate and process your benefit, the Fund must receive the following three mandatory separation documents:
1. Payment Instructions Form
Your original Payment Instruction (PI) on the correct form (PENS.E/6 for less than 5 years of contributory service or PENS.E/7 for more than 5 years of service) indicating the benefit option you have selected, the complete bank account information or voided check indicating the account at which you wish to receive payments, the currency of payment, and your email and mailing address with your original ink signature. The Fund must receive the original Payment Instructions form with your original ink signature.
2. Separation Notification form PF4
The original and duly completed, dated and signed Separation Notification form PF4 (financial clearance) issued and submitted to the Fund by the Payroll Office of your employing organization and signed by an authorized payroll or finance officer, detailing your pensionable remuneration and contributions since the end of the previous year; and
3. Separation Personal Action form (SEPPA)
The Separation Personal Action form (SEPPA) issued and submitted to the Fund by your employing organization, and indicating your official date of separation. Discrepancies will delay payments, so if you do not receive your payment promptly, inquire first with your member organization before contacting the Fund.
For more information on the process of separation or a detailed guide on how to fill out the Payment Instruction (PI) form, check out our comprehensive separation page. Furthermore, if you elect a periodic benefit, the Fund must receive also the following supporting documents (as applicable in your case) at the latest at the time of separation, in order for the Fund to set up all entitlements correctly:
- a copy of your Birth Certificate or valid passport;
- a copy of your valid photo ID document (e.g. Passport or other valid official, government issued photo ID, carrying your names, date of birth and signature – the “UN Laissez-passer” is NOT a valid ID document);
- a copy of your marriage certificate/s;
- a copy of your divorce decree/s;
- a copy of the birth certificate/s or valid passport of your current and/or former spouse/s (or copy of his/her valid passport or other official, government issued photo ID);
- a copy of the spouse’s official, government issued photo ID;
- a copy of the birth certificate(s) of your dependent child(ren) under 21 years of age;
- a copy of death certificate(s) for spouse(s), ex-spouse(s), child(ren), if applicable; and
- ORIGINAL Designation of Beneficiary form A2
