IBEW District 8

Pension Document

Pension Recent Mailings

	2021 Annual Funding Notice

	Pension & Annuity Investment Performance Update - Coronavirus 4-7-2020

	PCA Substantiation Letter

	Pension Website Registration Notice

	2022 American Rescue Plan (ARP) Funding Relief Notice

	Annual Federal Tax Notice 2024

	W-4P 2024

	SD00 DB Annual Funding Notice July 2024

Pension Forms

	Eighth District Pension Application Packet

	Instructions to Pension Applicant

	Application for Death Benefits - Beneficiary

	Application for Lump Sum Death Benefits

	Application for Surviving Spouse

	Address Change Form

	Beneficiary Designation Form

	Direct Deposit Form

	Direct Deposit Cancellation Form

	Explanation of Benefit Payment Options

	Late Retirement Work Affidavit

	Qualified Joint and Survivor Pension and Annuity Notice Schedule B

	Reciprocity Form

	Relative Value Notice

	2023 Federal W-4P Tax Form

	State Income Tax Withholding Form

	Pension Fund Authorization Release Form - Annuity Reciprocity

	QDRO Procedures - Pension Fund (2021)

Pension Amendments and Summary of Material Modifications

	Pension Fund Amendments No. 1-8

	Pension Fund Amendment No. 9

	Pension Fund Amendments No. 10-11

	Pension Fund SMM re Amendment No. 9

	Pension Fund SMM re Amendment Nos. 10 & 11

Pension Documents and Summary Plan Description

	Pension Fund Rules and Regulations Restated April 1 2014

	Pension Fund Summary Plan Description - 2012