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 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
- Notice of Critical Status January 2019
- Annual Funding Notice January 2019 Non-Retired Participants
- Annual Funding Notice January 2019 Retired Participants
- Form 5500 for Plan Year Ending 9/30/2017
- Form 5500 for Plan Year Ending 9/30/2016
- Form 5500 for Plan Year Ending 9/30/2015