Below is a list of forms which can be downloaded for your convenience.

Beneficiary Designations

If you wish to change your beneficiary designation, please download and fill out the appropriate form below and return it to the Pension Fund office.

Ten Year Certain Beneficiary Change form

Fund Registration Card

Reciprocal Transfer of Hours Info

If you worked in The Pension Fund’s vicinity and had hours reported here but wish to have them transferred to your home fund, fill out the form below and return it to the Pension Fund office.

Reciprocity Transfer Form

Remittance

If you are an Employer and need an extra copy of a remittance report, download the document below.

Remittance Form

Informational Notices

Informational PDF Files.

Returning to Work After Retirement

Military Service Notice

Intent To Retire Notice

Lump Sum Tax Notice

Direct Deposit Info and Form

If you are currently receiving a benefit check and would like to have it automatically deposited into your checking or savings account instead, download the form below, fill it out, and return it to the Pension Fund Office.

Direct Deposit Explanation Sheet

Direct Deposit Form

Tax Forms

Federal and State Tax Forms.

Wisconsin WT-4 Substitution form

2012 W-4

Wisconsin Withholding Form

Retirement Applications

While most forms used by the Fund Office are available for viewing and printing, completion and submission of any of the application forms listed below does not mean 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. You must contact the Pension Fund Office directly to apply for benefits from the Fund. These forms should only be downloaded and used with Fund staff direction.

Retirement application

Affidavit Spouse Name change

Lump Sum Election Form

Disability Application

Waiver & Affidavit

Beneficiary Applications

While most forms used by the Fund Office are available for viewing and printing, completion and submission of any of the application forms listed below does not mean 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. You must contact the Pension Fund Office directly to apply for benefits from the Fund. These forms should only be downloaded and used with Fund staff direction.

Affidavit Surviving Spouse

Non-Spouse Beneficiary Tax Form

Affidavit Pre-retirement Non-spouse

Lump Sum Tax Notice Form

Affidavit Non-spouse

Beneficiary Application Form

Lump Sum Election Form

Alternative Payee Applications

While most forms used by the Fund Office are available for viewing and printing, completion and submission of any of the application forms listed below does not mean 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. You must contact the Pension Fund Office directly to apply for benefits from the Fund. These forms should only be downloaded and used with Fund staff direction.

Alternate Payee Application Form

Lump Sum Election Form

Lump Sum Tax Notice

Disability Applications

While most forms used by the Fund Office are available for viewing and printing, completion and submission of any of the application forms listed below does not mean 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. You must contact the Pension Fund Office directly to apply for benefits from the Fund. These forms should only be downloaded and used with Fund staff direction.

Waiver & Affidavit

Physician's Report

Medical Condition Report

Disability application

Qualified Domestic Relations Order Form

Guidelines and Sample Form.

Qdro Guidelines

QDRO form

Miscellaneous Forms

Forms with no category.

Plan Changes

VOE PY11 - Verification of Employment, due 4/15/2012

Deferral of Pension Contributions Form

Contiguous Non-Covered Employment