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Local Union No. 73 - SMART - Welfare, pension, and annuity funds.
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Plan Forms

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Pension Plan Form Downloads

Download and access important Pension Plan forms below. If you need further assistance please call us at: (708) 449-7373.

  • 2025 W-4P Withholding Certificate for Periodic Pension or Annuity Payments

  • 2025 W-4R Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions

  • Husband-and-Wife Pension Rejection Form

  • Universal Beneficiary Designation (UBD) form

  • Universal Beneficiary Instructions

  • Pension Application

  • Request for Deferment of Insurance - Instructions and Form

  • Election and Deduction Form for Retiree Coverage

  • March 2025 Retiree Medical Rates

  • Retirement Declaration Form

  • Special Tax Notice Regarding Plan Payments with Rollover Election Form

  • Direct Deposit Request

  • Withholding Certificate for Pension or Annuity Payments (Form W4P)

  • Waiver of 30 Day Notice Period Form

  • Relative Value of Benefit Payment Options

  • Change of Address

  • Plan Info
  • Plan Forms
  • Pension Trustees
  • Pension FAQs
Local Union No. 73 - SMART - Welfare, pension, and annuity funds.
  • News
  • Events
  • Members
  • Contact
  • Search
  • Pension
  • Welfare
  • Annuity
  • About
  • FAQs
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  • Welfare
    • Plan Info
    • Plan Forms
    • Welfare Trustees
    • Contact Info
    • Welfare FAQs
  • Annuity
    • Plan Info
    • Plan Forms
    • Annuity Trustees
    • Annuity FAQs
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