Plan DocumentsFormsFederal Notices
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Carpenters Summary Plan Description
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Shops Summary Plan Description
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Pension Plan Document
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Important Information Regarding Pension Forms
This document contains important information about the various Pension Forms that are available on this website.
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Pension - Beneficiary Change Form
Complete this form to designate a separate beneficiary for any Pre-Retirement death benefits which may be payable from the Pension Plan. This is separate from the beneficiary you designated for health and welfare benefits.
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Pension - Direct Deposit Authorization Form
Complete this form to authorize the Pension Fund to directly deposit your pension benefit into a checking or savings account of your choice.
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Pension - Dues Deduction Authorization Form
Complete this form to authorize the Pension Fund to deduct Union Dues from your pension benefit.
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Pension - Federal Withholding Authorization Form
Complete this form if you want to have Federal Income Taxes withheld from your pension benefit. This form and a completed Form W-4P (http://www.irs.gov/pub/irs-pdf/fw4p.pdf) from the IRS are required for each pension benefit you are receiving.
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QDRO Checklist
Checklist for submitting a Qualified Domestic Relations Order (QDRO). Please refer to the above listed "Important Information Regarding Pension Forms" for more details.
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Sample QDRO - Post Retirement
Sample Qualified Domestic Relations Order (QDRO) for members who are already receiving a pension benefit. Please refer to "Important Information Regarding Pension Forms" above for more details.
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Sample QDRO - Pre-Retirement
Sample Qualified Domestic Relations Order (QDRO) for members who are not receiving a pension benefit. Please refer to "Important Information Regarding Pension Forms" above for more details.
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