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

2010 Plan Year Contribution Rates

Informational Notices

Informational PDF Files.

Lump Sum Tax Notice

Intent To Retire Notice

Military Service Notice

Returning to Work After Retirement

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 Request Form

Direct Deposit Explanation Sheet

Tax Forms

Federal and State Tax Forms.

Federal Withholding Form

Wisconsin Withholding Form

Wisconsin WT-4 Substitution 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.

Waiver & Affidavit

Disability Application

Affidavit Spouse Name change

Lump Sum Election form

Retirement application

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

Lump Sum Election Form

Beneficiary Application Form

Affidavit Pre-retirement Non-spouse

Affidavit Non-spouse

Non-spouse Beneficiary Tax Form

Lump Sum Tax Notice 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 Tax Notice

Lump Sum Election Form

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.

Medical Condition Report

Waiver & Affidavit

Physicians report

Waiver & Affidavit

Disability application

Qualified Domestic Relations Order Form

Guidelines and Sample Form.

Qdro Guidelines

Qdro Sample Form

Miscellaneous Forms

Forms with no category.

Deferral of Pension Contributions Form

Contig. Non-Covered Employment

Plan Changes

Annual Verification of Employment Form