Pension Payment Certificate Example [Edit & Download]

Last Updated: February 6, 2025

Pension Payment Certificate Example [Edit & Download]

Certificate Information:

  • Certificate Number: PPC-2027-0456
  • Issued By: National Retirement Fund
  • Issue Date: December 31, 2027

Pensioner Information:

  • Pensioner Name: Margaret O’Connor
  • Pension Account Number: P123456789
  • Social Security Number: 123-45-6789
  • Address: 450 Sunset Boulevard, Pleasantville, State

Pension Details:

  • Pension Plan: Standard Lifetime Annuity
  • Start Date of Pension: January 1, 2022

Payment Information:

  • Period Covered: January 1, 2027, to December 31, 2027
  • Total Annual Pension Paid: $24,000
  • Monthly Payment Amount: $2,000

Tax Deductions:

  • Federal Income Tax Withheld: $2,400
  • State Income Tax Withheld: $600
  • Total Taxes Withheld: $3,000

Net Amount Paid:

  • Total Net Paid for the Year: $21,000

Certification:

  • This certificate confirms that the above pension payments have been made to Margaret O’Connor for the year 2027 as recorded in the accounts of the National Retirement Fund. This document serves as an official record for the purpose of tax filing and income verification.

Authorized Signatory:

  • Name: Sarah Lee
  • Position: Pension Fund Manager
  • Signature: [Signature Sarah Lee]

Additional Notes:

  • Instructions: Pensioners should retain this certificate for personal financial records and present it to tax authorities when reporting annual income. For any discrepancies or queries regarding the pension payments, please contact the fund manager directly.

Contact Information:

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