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Forms, Notices and Reports
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Death Benefit Application
- IRS Form W-4P
Withholding Certificate for Pension or Annuity Payments. Required to complete your election for federal tax withholding.
- Notice of Federal Income Tax Withholding on Periodic Payments
As a consequence of the Tax Equity and Fiscal Responsibility Act of 1982, the pension payments which you receive are subject to federal income tax withholding unless you elect not to have withholding apply.
Model Qualified Domestic Relations Orders
If you are separating or divorcing, you and your attorney will want to review the Fund's procedures relating to Qualified Domestic Relations Orders as well as some sample forms that would be acceptable to the Plan.
- QDRO Procedures
Procedures for determining whether a domestic relations order is a qualified domestic relations order.
- Model QDRO Pre-Retirement
If you are separating or divorcing, you and your attorney will want to review this form. This sample will help your attorney create a QDRO acceptable to the plan.
- Model QDRO Separate Interest Pre-Retirement
Payments to spouse can begin before participant retires
- Model QDRO Post-Retirement
If you are separating or divorcing, you and your attorney will want to review this form. This sample will help your attorney create a QDRO acceptable to the plan.
- AFN
For the Year Ended September 30, 2023
- AFN
For the Year Ended September 30, 2022
- AFN
For the Year Ended September 30, 2021
- AFN
For the Year Ended September 30, 2020.
- AFN
For the Year Ended September 30, 2019.
- AFN
For the Year Ended September 30, 2018.
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