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MP-400 Template

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File TitleMP-400 Template
AuthorMichael Rae
Last Modified ByCalc
File Modified2023-10-16
File Created2026-06-19
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Instructions for Using Excel Template

Review the Form MP-400 Instructions before entering data.https://www.pbgc.gov/sites/default/files/form-mp400
Enter the PBGC case number assigned to your plan in the heading of the applicable tab.
Overwrite the sample data shown with the data that needs to be reported.
If either Schedule isn't required, delete the non-applicable tab from the spreadsheet.
Use the appropriate schedule as a guide while filling out this spreadsheet.
Save your spreadsheet as "Form 400 Excel Attachment_12345600" where "12345600" is the applicable case
number of your plan.
Feel free to add a row at the bottom totalling amounts, counting participants, etc., but please insert a blank
row between the individual data and any "total" row you want to add.

Schedule A

Schedule A individual data - Attachment to Form MP-400
See instructions for detailed information about data to be entered, including information about which item
Case Number
12345600
Case Name ABC
Part I - Insurance Company Information
Company NamPolicy NumberContact NameContact Telep Contact Email Street
City
2a
2b
Annuties-R-UsABC123435
Annuties-R-UsABC123435
Annuties-R-UsABC123435

2c(1)
2c(2)
2c(3)
2d(1)
2d(2)
Geraldine Will800-555-1111 g.williams@A 52 Bluebird DrNewark
Geraldine Will800-555-1111 g.williams@A 52 Bluebird DrNewark
Geraldine Will800-555-1111 g.williams@A 52 Bluebird DrNewark

Page 3

Schedule A

ding information about which items may be left blank

State

Zip

2d(3)
NJ
NJ
NJ

2d(4)
07101
07101
07101

Part II - Individuals for whom Annuities were Purchased
Missing distributee's name
Date of birth Social securit
Last
First
Middle
(enter w-o dashes)
3a(1)
3a(1)
3a(1)
3a(2)
3a(3)
White
Betty
E
000-02-0214 111111111
Yellow
Joseph
F
000-02-3899 222222222
Black
Polly
G
000-02-5756 333333333

Page 4

Schedule A

h items may be left blank

Part II - Individuals for whom Annuities were Purchased
Missing distributee's name Certificate nu Last-known address
Last
First w-o dashes)
(enter
Street
City
3a(1)
3a(1)
3a(4)
3b(1)
3b(2)
White
Betty
001-11-1111 123 Robin HwyCity1
Yellow
Joseph
002-22-2222 123 Blackbird City2
Black
Polly
003-33-3333 123 Eagle St City3

Page 5

State
3b(3)
DE
WV
DE

Zip
3b(4)
42345
52345
62345

Schedule A

h items may be left blank

Part II - Individuals for whom Annuities were Purchased
Missing distributee's name Accrued benefit information Amended Filing
Last
First
Amount
If monthly, entCode
3a(1)
3a(1)
3c
3c
4
White
Betty
$35,000.00 CV
Yellow
Joseph
$150.00 MB
Black
Polly
$50.00 MB

Page 6

Schedule B

Schedule B individual data - Attachment to Form MP-400
See instructions for detailed information about data to be entered, including information about which item
Case Number
12345600
Case Name ABC
Part I - Identifying Information
Missing distributee's name

Last

First

Middle

2a
White
Yellow
Black

2a
James
Joseph
Polly

2a
E
F
G

Date of birth Social SecurityLast-known
Number address

Street
2b

City

2c
2d(1)
2d(2)
5/5/1955 111-11-1111 123 Robin HwyCity1
6/6/1965 222-22-2222 123 Blackbird City2
7/7/1970 333-33-3333 123 Eagle St City3

Page 7

Schedule B

Schedule B individual data - Attachment to Form MP-400
out data to be entered, including
See instructions
informationfor
about
detailed
which
information
items mayabout
be leftdata
blank
to be entered, including information about which item
Case Number
Case Name
Part I - Identifying Information
Missing distributee's name

Other name(s)Type of distribPrior payment

Last

First

State

Zip

2a
White
Yellow
Black

2a
James
Joseph
Polly

2d(3)
DE
WV
DE

2d(4)

P if Participant
B if Beneficiary(Yes or No)
2e
42345
52345
62345

Page 8

2f
P
P
B

2g
No
No
No

Schedule B

Schedule B individual data - Attachment to Form MP-400
See instructions for detailed information about data to be entered, including information about which item
Case Number
Case Name
Part I - Identifying Information
Part II - Amount Owed to PBGC
Missing distributee's name Non-U.S. Sour Employee contAmended filin Benefit transfeAdministrative

Last

First

2a
White
Yellow
Black

2a
James
Joseph
Polly

Income (Yes or(Yes or No)
2h
2i
No
No
No

No
No
No

code

amount @ BD (if applicable)

2j

3

4
35000
10000
150

Page 9

35
35
0

Schedule B

Schedule B individual data - Attachment to Form MP-400
See instructions for detailed information about data to be entered, including information about which item
Case Number
Case Name
Part II
I --Identifying
Amount Owed
Information
to PBGC
Missing distributee's name Late payment

Last

First

Amount

2a
White
Yellow
Black

2a
James
Joseph
Polly

5a

Part III - Missing Participant Benefit Information
Lump sum eligiNormal retire Monthly SLA

Interest
5b
$0.00
$0.00
$0.00

(Yes or No)
6
$0.00 Yes
$0.00 No
$0.00

Page 10

date
7

8a
$43,983.00
$47,665.00

318
0

Schedule B

Schedule B individual data - Attachment to Form MP-400
See instructions for detailed information about data to be*entered, including information about which item
Case Number
Case Name

art III - Missing
Part
Participant
I - Identifying
Benefit
Information
Information
Missing distributee's name Monthly Single Life Annuity payable at various ages

Last

First

Age 55

Age 56

2a
White
Yellow
Black

2a
James
Joseph
Polly

8b

8b
6/23/1900
2/18/1900

Age 57

Age 58

8b
192.5
55

Page 11

Age 59

8b
210
60

8b
227.5
65

245
70

Schedule B

Schedule B individual data - Attachment to Form MP-400
See instructions for detailed information about data to be entered, including information about which item
Case Number
Case Name
Part I - Identifying Information
Missing distributee's name

Last

First

Age 60

2a
White
Yellow
Black

2a
James
Joseph
Polly

8b

Age 61

Age 62

8b
262.5
75

Age 63

8b
280
80

Page 12

Age 64

8b
297.5
85

8b
315
90

332.5
95

Schedule B

Schedule B individual data - Attachment to Form MP-400
See instructions for detailed information about data to be entered, including information about which item
Case Number
Case Name
Part I - Identifying Information
Missing distributee's name

Last

First

Age 65

2a
White
Yellow
Black

2a
James
Joseph
Polly

8b

NRD (or accrual cessation date
8b
350
100

350
100

Page 13

Removed via Amendment

Removed via Amendment data - Attachment to Form MP-400

See instructions for detailed information about data to be entered, including information about which items m
Case Number
12345600
Case Name ABC
Removed via Amendment
Last-known address
Distributee SSDistributee N Street
City
State

Page 14

Removed via Amendment

ng information about which items may be left blank

Page 15