Wednesday, April 1, 2026

Annuity Document

Annuity Recent Mailings
Annuity Recent Mailings
Local 396 Security Plan Summary Annual Report Year Ending 3/31/2025
SMM: 3/2026 Update to Security Plan Language re: USERRA
Annuity Forms
Annuity Forms
Security Plan Application
Security Plan Hardship Application
Special Tax Notice
Beneficiary Form
Annuity Documents and Summary Plan Description
Annuity Documents and Summary Plan Description
Summary Plan Description
2023-1 SMM: Beneficiary Designation
2023-2 SMM: SECURE Act 2.0
2024-1 SMM: QDRO Fees
1/2/2025 Security Plan Fee Letter
Retirement Manager Participant Guide