Are you eligible?
Who am I – POA, Executor or PG&T?
Gimme a P.R.G.B. – Acronym Madness
Who’s Account? My Account
Where can I find this in the Call Handling Guide?
100

I am with the TPP and have been on EH & Dental benefits for 8 months. I have gone back to work, am I able to cancel my benefits?

Yes - but must state in their cancellation request that they are re-employed

100

I am a government appointed agency who manages the affairs of others.

PG&T

100

PBP

Plan Benefit Payment

100

In RMS, how can you tell if a RM is registered for My Account?

If there is an email address in the correspondence container

100

How to handle a member who is crying on a phone call

Greet Caller/Action Request - Difficult Situations, When a caller is crying

200

Are you eligible for benefits at Retirement?

Yes

200

I am named in a Will to handle an Estate.

Executor

200

PRGB

Post retirement group benefits

200

How do we find the Member's My Account username?

Web Services, Retired Member Account View, Search, User Management screen

200

File Handoff form

After Call Work - File Handoffs

300

I am a limited member, can my new spouse get benefits?

No.

300

I can access a RMs pension and do almost anything a RM can do.

POA

300

DOB

Date of Birth

300

I have changed banks, how can I let you know?

You can update you banking information online through My Account.

If the member does not want/cannot use My Account, they can send us the new banking info in a written request.

300

Death worksheet

Investigate Request - Death - Post-retirement

400

A retired member wants to add spouse to benefits within 3 months of marriage and spouse has no current coverage. Can they?

No

400

My committee order does not usually end with death.

PG&T

400

CRA

Canada Revenue Agency

400

Can I view my Group Benefit information?

Yes. -Group Benefits (more)

400

My Account support

Investigate Request - My Account Help - My Account Support - Post-retirement

500

Can I add my 21 year old daughter to Group Benefits if she is taking 1 course at University?

No.

500

My role ends when the RM passes away.

POA

500

COLA

Cost of Living Adjustment

500

Can a member update their telephone number on My Account?

No. 

500

A list of commonly called phone numbers

Verify Caller/Investigate Request/Action Request - Contact Numbers Guide

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