U.S. Bank Pensioner Portal
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Text, U.S Bank. Pensioner Portal

An animation depicts the U.S Bank Pensioner Portal home page. Text, Welcome

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Meet the U.S. Bank Pensioner Portal-- intuitive, innovative, and effective technology.

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Windows within the Welcome window for Social Security number, Identifier Number, Date of Birth, Phone Number and Email address.

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To provide a secure experience, first-time users register using their social security number, birthday, and an identifier number provided by U.S. Bank. The registration information is matched to the system on our online benefit payment system.

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Register window, How would you like to confirm your identity?

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And authentication codes are sent via email, text, or voice call.

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A cursor clicks Voice Call. A window opens to enter passcode numbers. Security Questions, In what city did you meet your spouse/significant other?

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Once you receive your one-time passcode and enter it, you'll be able to set up your user ID, security questions, and password.

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In the Welcome window, Username, j smith 1955. Password, 12 asterisks. A new window opens, Welcome Smith, John. please select your pension plan. You can easily switch between them at anytime. In the next window, Plan Account Number TEST-MP-B. Last Payment Date 5/22/2021. Select Plan

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After logging in, you'll select the plan you want to review and be taken to your plans dashboard.

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The dashboard opens

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The dashboard provides year-to-date payment information, upcoming payments, payment details, tax information, and disbursement information.

Under the Payment History tab, users can retrieve information and payment details for the last two years. Under the Documents tab, users can view, save, or print tax forms and the plan information documents that you provide to participants. The Other tab includes state and federal tax withholding forms and user guides provided by U.S. Bank.

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The cursor clicks View My Profile

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At any time, users can update the profile information submitted during registration, including phone number, email address, security questions, and login password. With certain accounts and permissions, users will be able to make changes to their taxpayer address and payment disbursement.

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Text in another window, Edit Primary Disbursement

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As added security, any changes will require a passcode verification prior to submission.

The Pensioner Portal communicates directly with the U.S. Bank benefit payments portal, ensuring accuracy of plan and personal information.

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Arrows from one portal to another

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Any edits made in the Pensioner Portal are updated and saved on the benefit payments portal as well, reducing paperwork and administrative time. To find out more about our services, visit usbank.com/custody.

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Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products offered by U.S. Bank and subject to normal credit approval. Investment products and services are: NOT A DEPOSIT. NOT FDIC INSURED. MAY LOSE VALUE. NOT BANK GUARANTEED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. U.S. Bank is not responsible for and does not guarantee the products, services, performance or obligations of its affiliates. Copyright 2021 US Bank