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New England Teamsters Pension Fund

New England Teamsters Pension Fund

NETTIPF

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New England Teamsters Pension Fund

Forms and Documents

You are here: New England Teamsters Pension Fund > Forms and Documents

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.

  • Pension Process Checklist

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
  • 2025 Amended and Restated Rehabilitation Plan
  • Restated Agreement & Declaration of Trust/SPA
  • Notice of Critical Status 2025
  • Annual Funding Notice 2025 Non-Retired Participants
  • Annual Funding Notice 2025 Retired Participants
  • Form 5500 for Plan Year Ending 9/30/2023
  • Form 5500 for Plan Year Ending 9/30/2022
  • 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
  • Qualified Domestic Relation Order Procedures
  • Comprehensive Written Information Security Program

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Find Us

Address:
New England Teamsters Pension Fund
1 Wall Street, 4th Floor
Burlington MA, 01803-4768

Hours:
Monday – Friday 8:00-4:00

Appointments recommended.

Retirement counseling sessions average 30 minutes in duration.  Appointments made in advance are recommended because this allows our Pension Analysts to research your information before your arrival.  Walk ins are welcome and will be seen based on Pension Analyst availability.

Contact:
781-345-4400 (Main Number)
800-447-7709 (Non-Retired Members)
877-638-3899 (Retired Members)
781-345-4402 (Fax Number)

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