Our ERISA attorneys at the Peace Law Firm describe some issues involving ERISA plans and beneficiaries. Contact us for help today.The Summary Plan Description (SPD) should include your plan's claims procedures. Usually, you fill out the required paperwork and submit it to the plan. This booklet tells you how money is set aside for you in a Plan Account and how and when you can qualify to receive money from that account. All members of the Fund must complete a Membership Record Form with the Fund. Missing Participants Program PBGC has a program called the Missing Participants Program, which connects people to their retirement benefit. The beneficiary designation is the sole means of disposing of a retirement plan. Must fill out a new form. You must complete this form in full, sign it on the reverse side, have your signature witnessed, and return it to the Pension Fund.