PENSION FORMS AND DOCUMENTS
PENSION PROCESS CHECKLIST
Please use this checklist as a guide to preparing for the pension application process and as always please be assured we are here to help in any capacity necessary.
FORMS
- Change of Address & Beneficiary Update Form
- Name Change Form
- Electronic Deposit of Pension Benefits Form
- Employment After Retirement Reporting Form
- Monthly Payment Election Form
- Fed Tax Withholding Form W-4P
- Massachusetts Tax Withholding Form M-4P
PLAN DOCUMENTS
- 2023 Administrative Restatement of the Rehabilitation Plan
- Complete Rules and Regulations Amended and Restated Effective as of January 1, 2022
- Alternative Schedule of Benefits
- Rehabilitation Plan adopted 1/15/2009
- 2013 Review of Rehabilitation Plan
- 2015 Review and Amendment to Rehabilitation Plan
- 2017 Review of Rehabilitation Plan
- Notice of Critical Status 2023
- Annual Funding Notice 2023 Non-Retired Participants
- Annual Funding Notice 2023 Retired Participants
- Form 5500 for Plan Year Ending 9/30/2021
- Form 5500 for Plan Year Ending 9/30/2020
- Form 5500 for Plan Year Ending 9/30/2019
- Form 5500 for Plan Year Ending 9/30/2018
- Form 5500 for Plan Year Ending 9/30/2017
- Form 5500 for Plan Year Ending 9/30/2016
- Qualified Domestic Relation Order Procedures
- Comprehensive Written Information Security Program