UA Local 447 Pipe Trades Trust Funds

General

Designation of Beneficiary Form - This Form is designed for Participants, not receiving a pension, who want to designate their beneficiary. Please complete this Form and return it to the Administrative Office if the Participant wants to update or designate his/her beneficiary.
Defined Benefit SPD - This is the Defined Benefit Summary Plan Description.

Pre-Retirement

Pre-Retirement Questionnaire Cover Letter - This introduces the Pre-Retirement questionnaire used to give you information you need in order to select an appropriate form of benefit.
Pre-Retirement Questionnaire - This information is used by the actuary and administrator in providing information about the forms of benefit available to you.
Pension Enhancement Option Letter - Introduces the pension enhancement option which allows you to convert all or part of your defined contribution account balance into an increased monthly benefit under the defined benefit pension plan.
Pension Enhancement Option Description - Describes in greater detail the pension enhancement option.

Retirement

Request For Return To Retirement Status - If your pension benefits have been suspended due to your work in covered employment, use this form to request reinstatement of your monthly retirement benefit.
Retirement Application - This is the retirement application. It contains instructions about additional information, and such as proof of age, that you need to provide.
Direct Deposit Enrollment Form - This form allows you to have your monthly pension check directly deposited into your checking account.
Form W-4P - This form is used to determine your Federal tax withholding.
Forms of Payment - This describes the various forms which are available for you to receive your pension payments. You will select one of the available forms at retirement, and future payments to you and/or your beneficiary are then governed by the selection you have made.
Required Documents for Retirement Application - Information and/or documents required for processing your application for retirement

QDRO

QDRO Procedure - If you are separating or divorcing, you and your attorney will want to review this procedure.
QDRO Model Order - This model will help an attorney create a QDRO which will be acceptable to the Plan.
Retirement Application for Alternate Payee - If you are designated as an alternate payee by a QDRO, use this application to request benefits.

These printable forms are in PDF (Portable Document) format. To read and print them, you need the free Adobe Acrobat Reader (which is probably already installed in your system). If you do need to install it, click the "Get Acrobat Reader" logo.