Pension and retirement plan administrationEnrollment, beneficiary and distribution forms, fully managed.
Pension and benefit administrators send members prefilled forms, check what comes back against the system of record, and keep every version archived in one place.
Members shouldn’t have to tell you what you already know. Yet most enrollment and beneficiary forms still go out blank, come back with a different address than the one on file, and sit in a queue while someone reconciles them.
With VectorViewer, members receive forms already filled in from your records. What they change is checked against the system of record before it’s accepted, the form is signed, and it’s stored with its full version history.
Where retirement systems use it most.
VectorForms
Enrollment and beneficiary forms
Turn pension valuation, direct deposit and beneficiary designation forms into prefilled, self-service online forms that validate against your existing data.
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VectorGen
Member statements
Produce annual statements and distribution documents from the member data system through the API.
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VectorSign
Signed distribution requests
Collect signatures on distribution, withdrawal and death benefit forms, with a tamper-evident audit trail kept for later review.
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From a prefilled form to a verified record.
What a beneficiary change looks like once it runs through the suite.
01
The member receives a prefilled form
Enrollment or beneficiary forms arrive with the data you already hold filled in.
02
The submission is verified
Returned data is checked against the system of record before it’s accepted as a change.
03
The form is signed and archived
The completed form is signed and stored in one system with its full version history.
The documents we see every day.
The forms members fill in at every stage, and the statements you send back.
- Enrollment forms
- Beneficiary designations
- Direct deposit authorizations
- Pension valuation forms
- Distribution and withdrawal requests
- Death benefit claims
- Annual member statements
- Retirement applications
- Service purchase requests
- Address and name changes
For member services
Prefilled forms mean fewer calls asking members to repeat details you already hold.
For benefits operations
Changes are validated against the system of record before they’re accepted.
For audit
Every distribution request carries signer authentication and a tamper-evident audit trail.
For members
Complete and sign from a link, on any device, without printing anything.
Fits alongside your pension administration system.
Your system of record stays the source of truth. Forms are prefilled from member data, changes are checked against that data before they’re accepted, and member statements are generated from it through the VectorGen API. Signed forms are filed with their version history.
Systems that hold member data on-premise can run the full suite inside their own AWS account.
Connects through standard APIs to
- Pension administration
- Member portals
- Actuarial and valuation data
- Imaging and archives
Questions from retirement systems.
Can members complete enrollment and beneficiary forms online?
Yes. VectorForms turns paper enrollment and beneficiary designation forms into fillable, rule-driven online forms.
Can member statements be generated automatically?
Yes. VectorGen produces statements and distribution documents from member data through the API.
Do distribution requests get an audit trail?
Yes. VectorSign signatures include signer authentication and a full, tamper-evident audit trail.
Can beneficiary changes be checked against our records?
Yes. VectorForms can validate submitted data against an existing system before a change is accepted.
Send us your beneficiary form.
We’ll prefill it from sample member data and show you the whole change, signed and filed, on the call.