Only complete this form if you are vested in the Retirement Plan and have not yet commenced your pension payments. A pension projection will only provide comparison of your monthly payment amount based on your benefits earned to date.

  Pension Projection Request Form

Complete this form if you wish to name a beneficiary or change the designation of a beneficiary and you have not commenced your pension payment.

  Designation of Beneficiary Form

Complete this Form when there is a mandatory withholding requirement of your state.

  State Tax Withholding Form for Monthly Pension

Complete this Form to request periodic withholdings on pension payments.

  Federal Tax Withholding Form for Monthly Pension

To authorize the Fund to securely deposit your monthly pension benefit into your chosen bank account (excluding brokerage accounts), complete the Direct Deposit Authorization form.  You can request this form by calling participant Services at (212) 499-4800 or toll-free at (800) 562-4690 or by sending a message through the Portal's Help Center Page. Include your name, your email address and note “request for Direct Deposit Authorization” in the form as your reason for your inquiry.

A voided check, savings slip or bank confirmation is required with this form. All signatures on your form must be notarized by a Notary public in order for the Fund to process your Direct Deposit Authorization Form.

Complete this form if you need to change your existing tax withholding elections.

  Tax Withholding Notification and Election

Review the Retirement Fund Procedures  to understand how the Fund verifies and determine Qualified Domestic Relations Order ("QDROs").

  Retirement Fund procedures for verifying Qualified Domestic Relations Orders

Review this Qualified Domestic Relations Orders models as a sample before completing and submitting. Please note that the two model QDROs in the document linked below are provided for example purposes only.

  Qualified Domestic Relations Orders models (two model QDROs for example purposes only)