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 W4-P
• Massachusetts Tax Withholding Form M-4P

PLAN DOCUMENTS

• Complete Rules and Regulations Amended and Restated Effective as of January 1, 2014
• 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

• Restated Agreement & Declaration of Trust/SPA

• Notice of Critical Status January 2022
• Annual Funding Notice January 2022 Non-Retired Participants
• Annual Funding Notice January 2022 Retired Participants

• 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