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.




Employee Change Form

Complete an Employee Change Form if you wish to change personal information such as name, address, or beneficiary change.  If beneficiary change is due to death or divorce of spouse, proof of event must be provided or a Declaration of Marital form must be completed.




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 Benefit Form and the Delcaration 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.

A Certification of Disability form of which Part I is completed by the employee and Part II by the attending physician.
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.