CSI US Pension Plan Forms
Employee Application Form
The Employee Application Form is used to enroll new employees who are eligible to participate in the pension plan. The employer completes the information on the reverse side.
Change of Beneficiary Form
Complete a Change of Beneficiary Form if you have recently been married or widowed If your marital status has changed due to a divorce, also complete a Declaration of Marital Status form.
Retirement Application Forms
Between 25 and 90 days prior to the date of your first retirement benefit payment, complete and send in the Application for Retirement Benefits form and the Declaration of Marital Status form.
Both forms must be completed and received before benefits can begin Benefit payments are made on the 25th of the month.
Complete the direct deposit form to deposit your payment directly into your bank account.
To select whether or not taxes are to be withheld, complete the IRS tax form W4P as well as any applicable state tax form.
State Income Tax Withholding Forms.
Please select your state of residency. We are in the process of setting up additional states.
Michigan
Declaration of Marital Status Form
This Declaration of Marital Status form is used if your marital status has changed due to a divorce. This form is also completed when applying for retirement benefits.
Disability Benefit Application Forms
The following forms are used to apply for Temporary Disability benefits An Application for Temporary Disability Benefits of which Part I is completed by the employee and Part II by the employer.
The IRS W-4S form is used to select the amount of income taxes withheld from your disability payment.
Cash Refund Forms
These forms are used by participants who are no longer contributing to the Plan through a participating employer.
- Application for a Cash Refund or Transfer of Funds – Non-Vested Employee.
This form is to be used by a participant with less than 5 years of service in the Plan. - Application for a Cash Refund or Transfer of Funds – Vested Employee
This form is to be used by a participant with 5 or more years of service in the Plan. - For information concerning taxes and rollovers, see the Special Tax Notice Concerning Plan Payments
