Retirees

After 28 years working with the Pension Plan, the Board Administrator's, Kathy Adams, last day will be December 31, 2023. Kathy thanks everyone's support in helping to achieve the vision of her late husband, Richard Adams, and of the many trustees in providing a secure retirement, financially and emotionally, for Palm Bay Police Officers, Firefighters, and their beneficiaries. 

ANNOUNCING A NEW VOLUNTARY ON-LINE RETIREE PORTAL ACCESS SPONSORED BY THE FUND'S CUSTODIAL BANK, SALEM TRUST. LETTERS TO ALL RETIREES WERE MAILED ON FRIDAY, APRIL 14TH. PLEASE SEE THE INFORMATION BELOW AND IF YOU HAVE ANY QUESTIONS, CONTACT US BANK, M-F, 24 HOURS PER DAY, AT 800-843-2399 OR SALEM TRUST AT 877-382-5268. 

LINK FOR INITIAL LOGIN:  https://portal.innovestsystems.com/usb/usb

INTRODUCTION LETTER FOR SALEM TRUST

INITIAL LOGIN

FREQUENTLY ASKED QUESTIONS ABOUT THE RETIREE PORTAL

OFFICE OPERATIONS DUE TO THE COVID-19: THE OFFICE IS OPEN FOR WALK-IN TRAFFIC AND REGULAR HOURS. WE ENCOURAGE PRE-SCHEDULED APPOINTMENTS, WEARING A MASK IN THE OFFICE IS OPTIONAL. CALL THE OFFICE AT (321) 724-8877 TO SPEAK WITH STAFF OR  TO SCHEDULE AN APPOINTMENT.

OPEN ENROLLMENT VIDEO PRESENTATION: (The following video contains a list of Qualifying Events that may trigger changes to your coverage. The City's HRD Department must be notified within 30 days of a Qualifying Event. No changes may be made after the 30 days. Supporting documentation may be required). 

https://gehringgroup.vids.io/videos/d39dd8b51d1de6c35a/palm-bay-retirees-open-enrollment-22

City of Palm Bay BenTek Guide

City of Palm Bay Open Enrollment Flyer 2025

City of Palm Bay Open Enrollment Letter 2025

City of Palm Bay Retiree Benefit Highlights Booklet 2025

City of Palm Bay Retiree Insurance Rates 2025

City of Palm Bay Part D Coverage Notice 2025

2025 Direct Deposit Payment Schedule

EMAIL AUTHORIZATION TO RELEASE INFORMATION

2019 Social Security Retirement and Survivor Benefit

2019 Social Security Understanding Benefits

What Every Woman Should Know About Social Security

TAX PENALTY FOR RETIREES THAT RETURN TO WORK IN-SERVICE DISTRIBUTION

Group Insurance Participation by Retired Employees - Florida State Statute

CIGNA Insurance Information-If you need assistance in setting up your on-line CIGNA account, contact the City of Palm Bay at (321) 952-3421 or CIGNA at 1(800) 244-6224 or register on-line at www.MyCIGNA.com

Direct Deposit Monthly Deduction Form
Retirees, you may use this form to change your direct deposit information and/or to select monthly deductions from your monthly retirement distribution. Download the form to your printer, complete it and mail it to the Pension Office. Monthly deductions selected will be paid by check to the payee listed.

Change of Address For Retirees Form

Authorization for Release of Member Pension Information

Retiree Federal Withholding for 2024 W-4P

Police Retiree Statutes on Changing Beneficiary Two Times After Retirement

Fire Retiree Statutes on Changing Beneficiary Two Times After Retirement

Should you need to make any changes, contact the Pension Office at 321-724-8877.

Helpful Information For Retirees

Retired members of the Palm Bay Police and Firefighters' Pension Plan with questions regarding their check disbursement; direct deposit; federal withholding selection; or change of address notification should contact the following:

Palm Bay Police and Firefighters' Pension Board

    • Office Phone: (321) 724-8877
    • Office Fax: (321) 724-8838
    • Main Email Address: Katie Taglia-Polak, Executive Director at kpolak@pbpfpf.org      
    • Fire Plan Members contact Katie Taglia-Polak: kpolak@pbpfpf.org
    • Police Plan Members contact Patricia Lindsay:  plindsay@pbpfpf.org
    • Records Management Liaison Officer, Samantha Bertolini: SBertolini@pbpfpf.org
    • Pension Assistant, Alice Tabares: Atabares@pbpfpf.org
    • Pension Office Address:
      Conlan Professional Center
      1501 Robert J. Conlan Boulevard, N.E. Suite 240
      Palm Bay, Florida 32905-3567

OFFICE HOURS ARE SUBJECT TO CHANGE DUE TO UNFORESEEN CIRCUMSTANCES, SO PLEASE CALL THE OFFICE AHEAD OF ARRIVAL IF YOU DO NOT HAVE A PREARRANGED APPOINTMENT!

(4) DROP INTEREST RATES