Pension Plan Form Downloads
Download and access important Pension Plan forms below. If you need further assistance please call us at: (708) 449-7373.
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2024 W-4P Withholding Certificate for Periodic Pension or Annuity Payments
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2024 W-4R Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions
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Husband-and-Wife Pension Rejection Form
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Universal Beneficiary Designation (UBD) form
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Universal Beneficiary Instructions
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Pension Application
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Request for Deferment of Insurance - Instructions and Form
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Election and Deduction Form for Retiree Coverage
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March 2024 Retiree Medical Rates
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Retirement Declaration Form
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Special Tax Notice Regarding Plan Payments with Rollover Election Form
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Direct Deposit Request
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Withholding Certificate for Pension or Annuity Payments (Form W4P)
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Waiver of 30 Day Notice Period Form
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Relative Value of Benefit Payment Options
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Model Pension QDRO
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Model Pension QDRO Procedures
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Change of Address