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  • Member Resources
    • Plan Documents & Disclosures
    • Forms
    • Meetings
    • Fund Performance
    • Workshop Slides
  • Trustee Resources

Member Resources > Forms

  • Address Change Form
  • Application for Active Retirement or Disability
  • Direct Deposit Form
  • Federal Tax Form
  • Non-vested Refund of Contributions Application and Tax Notice
  • Vested Refund of Contributions Application, Spousal Consent Form, and Tax Notice
    (Call 844-352-5610 to request your Terminated Vested Calculation prior to completing this application)
  • Application for Death Benefits

Contact the Plan Administrator

Strategic Benefits Advisors administers the plan.

  • Palm Tran Pension Center
    2472 Jett Ferry Road
    Suite 400-309
    Atlanta, GA 30338
  • (844) 352-5610
  • (866) 272-9993
  • palmtranpension@sba-inc.com

Important Notice: Under Florida law, email addresses are public records. If you do not want your email address release in response to a public records request, do not send electronic mail to this entity. Instead, contact this office by phone or in writing.

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