BOEING PENSION PLANS ADMINISTRATIVE SERVICES BY FIDELITY
Questions and Answers
General
Can I request estimate statements for multiple plans all at once?
You will need to request an estimate statement for each plan in which you participate separately. However, you can request up to three different dates/scenarios for the same plan at one time.
This option is available online at NetBenefits.com/Boeing or by calling the Boeing Financial Benefits Service Center.
Will I have access to a retirement benefit coordinator prior to retirement?
Yes. Retirement benefit coordinators (RBC) are available at Fidelity. You can request an RBC by calling the Boeing Financial Benefits Service Center at 866-422-3539. RBCs will provide information about accessing both your Boeing pension(s) and your Boeing 401(k) benefits, if applicable.
Where can I go for advice on commencing my pension benefit(s)?
Edelman Financial Engines provides retirement counseling services.
You may reach them by calling Worklife at 866-473-2016 and requesting Retirement Benefits, then Edelman Financial Engines. At no additional cost to you, you can get a Retirement Checkup with Edelman Financial Engines to help you develop a comprehensive financial plan and determine what savings options and/or investment approach may be best for you. Contact Edelman Financial Engines to schedule your Retirement Checkup.
Where do I go to confirm my beneficiary information?
To view or update your beneficiary information, go to NetBenefits.com/Boeing, log in and then click on Accounts & Benefits in the top navigation. Then under About You, click Update Your Beneficiaries. Click Edit to make changes and then click Save All.
How do I make updates to my address?
Current employees should update their address on record in Worklife. Any updates will be transmitted directly to Fidelity on a daily basis. Former employees may update their address by logging into NetBenefits.com/Boeing and clicking on Profile and Settings.
How can I access my historical tax forms from 2014 to 2021?
If you require access to your historical tax forms for pension benefit payments, then they are available on NetBenefits.com/Boeing. They are located under your Boeing sponsored Pension Plan(s), under “Tax Information.” You will see a “Click here to access your historical 1099R Tax forms”
You can locate your 2022 Tax Forms from State Street Bank in the same location.
I am vested in the pension plan, but no longer work for Boeing. What does this mean for me?
Requests for retirement estimates will go through the Boeing Financial Benefits Service Center.
- You are encouraged to visit NetBenefits.com/Boeing to verify all your information. You will need to set up login credentials on your first visit to NetBenefits.com/Boeing.