Annuity Forms

• Beneficiary Distribution Form - Used to designate your Beneficiary or Alternate in the event of your death. 
• Beneficiary Distribution Form Package - Used to designate your Beneficiary in the event of your death.  Includes Federal Withholding and Spousal Consent forms.
• Distribution Package - Used to request payout of funds.  Includes Federal Withholding and Spousal Consent forms.
• Federal Withholding Form - Used to declare funds to be withheld for Federal Income Tax.
• Notice of Retirement Benefits Form - Used to request distribution of funds at your retirement
• Rollover IN Form - Used to rollover funds into another account.
• Spousal Consent Form - Used to insure your spouse agrees to the change.
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• Annuity Disability Exam Report - used if claiming disability to withdraw funds from your Annuity account.
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• Annuity Withholding (W-4P) Form
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• Annuity Loan Package - Used to request a loan against your Annuity.

Click Here if you are a Beneficiary requesting a Annuity Plan distribution due to the death of a member.

Click here if you are an Iron Worker requesting an Annuity Plan distribution due to retirement or disability.

• the name of the member(s),
• address information,
• account number(s),
• other information

Annuity Trust QDRO Model Document - If you need a model document for a QDRO against a member's Annuity, click here.
Annuity Trust QDRO with Child Support Model Document - If you need a model document for a QDRO with Child support against a member's Annuity, click here.

There is also a Model for Pension Trust QDRO that can be downloaded from the Pension Forms Web Page.