Sunday, October 6, 2024

Pension Document

Pension Forms
Pension Forms
QDRO Procedures
Ohio Carpenters Pre-Retirement Model QDRO
SWORCC Pre-Retirement Model QDRO
Address Change Form
Pension Beneficiary Card
Reciprocity Form
Pension Amendments and Summary of Material Modifications
Pension Amendments and Summary of Material Modifications
Ohio Carpenters - Pension Amendment - April 2012 (Part One)
Ohio Carpenters - Pension Amendment - April 2012 (Part Two)
Southwest Ohio Carpenters - Pension Amendment - April 2019 (Part One)
Southwest Ohio Carpenters - Pension Amendment - April 2019 (Part Two)
Southwest Ohio Carpenters - Pension Amendment - September 2023
Ohio Carpenters Pension Recent Mailings
Ohio Carpenters Pension Recent Mailings
2023 Annual Funding Notice/2024 Critical Status Notice
1200 Hour Rule Mailing
2024 Annual W4-P
2024 1000 Hour Rule Mailing
2022 Annual Funding Notice/2023 Critical Status Notice
1000 Hour Rule Working Retiree Mailing
1000 Hour Rule Working Retiree Form Mailing
Annual Funding Notice 2021
Critical Status Notice 2022
600 Hour Rule Mailing 2022
2021 Critical Status Notice
Ohio Carpenters Mobile App
2020 Annual Funding Notice
2017 Ohio Carpenters Annual Funding Notice
600 Rule Pension Mailing
SIF Educational Seminars
Ohio Carpenters Pension Reduction Notice
SIF Announcement
Ohio Carpenters - 2015  Annual Funding Notice
Ohio Carpenters - 2016  Annual Funding Notice
Ohio Carpenters - 2014  Annual Funding Notice
Pension Documents and Summary Plan Description
Pension Documents and Summary Plan Description
Ohio Summary Plan Description
Southwest Summary Plan Description
Spanish Southwest Summary Plan Description
QDRO Procedure
SW Ohio Carpenters Pension Recent Mailings
SW Ohio Carpenters Pension Recent Mailings
1200 Hour Rule Mailing
2024 Annual W4-P
2023/2024 Annual Funding and Critical Status
1000 Hour Rule Mailing
FAQ SFA Notices & Lump Sum Retroactive Payments
1000 Hour Rule Working Retiree Mailing
1000 Hour Rule Working Retiree Form Mailing
2022/2021 Annual Funding and Critical Status
2020/2021 Annual Funding and Critical Status
600 Hour Rule 2022
SIF Educational Seminars
2017 Annual Funding and Critical Status
March 16 - membership seminar
SW -  2015 Annual Funding Notice
SW - 2014 Annual Funding Notice
SW - 2013 Annual Funding Notice
2018 SW Pension Summary of Material Modifications
2019 Critical and Declining Status
2018 Annual Funding Notice
2019 - Summary of Material Modifications