Alternate Payee Application Forms

Alternate Payee Application Forms

While most forms used by the Fund Office are available for viewing and printing, please note that completion and submission of any of the application forms listed below DOES NOT mean that you have applied for benefits. Under current Plan provisions, certain steps must be taken, and time periods observed before the Trustees can act upon an application provisions.

You must contact the Fund office directly to apply for benefits. These forms should only be downloaded and used with Fund staff direction.

Click here to download the Alternate Payee Application Form.

To have your benefit payment directly deposited into your checking or savings account, please complete the following Direct Deposit Authorization Form.

To have Federal Income Tax withheld from your monthly benefit, please complete the following Federal Income Tax Withholding Form.

To have Wisconsin Income Tax withheld from your monthly benefit, please complete the following Wisconsin Income Tax Withholding Form.

If you qualify for, and are applying for a lump sum payment, please read the following Lump Sum Tax Notice, and complete the Lump Sum Election Form.