Pension Examiner Templates

Looking for Pension Examiner Templates to download? See the main templates that a Pension Examiner would use in their day-to-day work.

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Pension Examiner Templates

There is a huge number of templates that someone in the Pension Examiner role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Pension Examiner. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Pension Application Form
2. Pension Calculation Spreadsheet
3. Pension Verification Letter Template
4. Pension Adjustment Request Form
5. Pension Benefit Statement Template
6. Pension Audit Checklist
7. Pension Plan Amendment Template
8. Pension Plan Summary Template
9. Pension Payment Authorization Form
10. Pension Disbursement Report Template


Reports are often prepared by a Pension Examiner to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Pension Fund Performance Report
2. Pension Plan Contribution Report
3. Pension Plan Distribution Report
4. Pension Plan Participant Enrollment Report
5. Pension Plan Investment Allocation Report
6. Pension Plan Expense Report
7. Pension Plan Compliance Report
8. Pension Plan Audit Report
9. Pension Plan Actuarial Valuation Report
10. Pension Plan Funding Status Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Pension Examiner does and how they do it.

1. Pension Plan Review SOP
2. Benefit Calculation SOP
3. Pension Application Processing SOP
4. Pension Payment Verification SOP
5. Pension Plan Amendment SOP
6. Pension Plan Termination SOP
7. Pension Plan Audit SOP
8. Pension Plan Compliance SOP
9. Pension Plan Communication SOP
10. Pension Plan Recordkeeping SOP


Pension Examiner presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Pension Performance Report
2. Pension Fund Investment Analysis
3. Pension Plan Compliance Overview
4. Pension Benefit Payment Summary
5. Pension Fund Risk Assessment

Legal Docs

There are several key times when a Pension Examiner needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Pension Plan Document Template
2. Beneficiary Designation Form Template
3. Qualified Domestic Relations Order (QDRO) Template
4. Pension Calculation Worksheet Template
5. Pension Payment Authorization Form Template

Health & Safety Templates

Health & Safety templates for a Pension Examiner ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Health and Safety Training Record Template


Setting up Pension Examiner calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Task Calendar
2. Payment Due Dates Calendar
3. Audit Schedule Calendar
4. Meeting and Appointment Calendar
5. Reporting Deadlines Calendar

Invoice Templates

Several types of Pension Examiner invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Pension Payment Invoice
2. Pension Adjustment Invoice
3. Pension Arrears Invoice
4. Pension Lump Sum Payment Invoice
5. Pension Survivor Benefit Invoice

Survey Templates

For a Pension Examiner to get insights related to the work they do, they need to send out Pension Examiner surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Pension Plan Performance Survey
3. Retirement Readiness Survey
4. Investment Preferences Survey
5. Pension Benefit Communication Survey

Meeting Agendas

Having premade Pension Examiner meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Pension Review Meeting
2. Investment Performance Meeting
3. Compliance and Audit Meeting
4. Stakeholder Engagement Meeting
5. Pension Plan Administration Meeting

Budget Templates

To manage finances well, a Pension Examiner would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Budget Allocation Worksheet
3. Debt Repayment Plan
4. Savings Goal Tracker
5. Financial Summary Report


Dashboards are a useful way for a Pension Examiner to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Pension Plan Performance Dashboard
2. Participant Enrollment Dashboard
3. Contribution Analysis Dashboard
4. Compliance Monitoring Dashboard
5. Retirement Benefit Payout Dashboard

Proposal Templates

For bidding or requesting work, a Pension Examiner needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Pension Plan Review Proposal
2. Pension Fund Performance Analysis Proposal
3. Pension Plan Compliance Assessment Proposal
4. Pension Benefit Calculation Proposal
5. Pension Plan Restructuring Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Pension Examiner templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.