Thursday, May 15, 2025

Annuity Document

Annuity Forms
Annuity Forms
Federal Tax Withholding Form
Local 3- Direct Deposit Form
California State Tax Withholding Form
Address Change Form
Reciprocity Authorization Form (Home Local)
Reciprocity Authorization Form  (Traveler)
Hardship Application
Defined Contribution Application
Consolidated Beneficiary Form
Annuity Recent Mailings
Annuity Recent Mailings
SMM- Lump Sum Change
Hardship Distribution Self Certification
End of COVID 19 Deadline Extension
Summary Annual Report (SAR)
2025 Annual Federal Tax Withholding Notice
Annuity Documents and Summary Plan Description
Annuity Documents and Summary Plan Description
Summary Plan Description and Working Plan Document
Annuity Amendments and Summary of Material Modifications
Annuity Amendments and Summary of Material Modifications
Amendment 4 - Suspension of Benefits for Individuals who are Self Employeed
Amendment 5 - Financial Hardship
Amendment 6 - CARES Act
Amendment 7 - Distribution of Benefits Age Change & Qualified Birth or Adoption
Amendment 8 - Eligible Designated Beneficiary
Amendment 9 - Lump Sum
Amendment 10 - Hardship Distribution Self-Certification
Amendment 11 - RMD
Amendment 15 - Terminal Illness