Defined Contribution Documents

Defined Contribution Forms

1

Applications

Application for Retirement Benefits

Application for Alternate Payee Benefits

Application for Surviving Spouse or Beneficiary Benefits

Fillable Applications

2

Standard Forms

3

Elective Form

2026 Elective Deferral Form

Complete this form ONLY IF you wish to have an elective deferred contribution withheld from your weekly gross pay.

Defined Contribution Plan Documents

The following documents pertain to all parts of the plan. If there is a document you need that is not listed, please contact Benefit Services.

Summary of Material Modification ~ RMD Secure Act 2.0

Summary Plan Description (SPD), effective 7/1/21

Defined Contribution Mailings

The following documents pertain to mailings or notices provided to all participants in the plan. If there is a mailing or notice you need that is not listed, please contact Benefit Services.

Summary Annual Report for 2023 Plan Year

Elective Deferral Form for 2026 Calendar Year

Getting Close to Retirement Age?

This retirement guide will help you understand the retirement process & your benefits from MCASF Local 725 Pension, Defined Contribution Retirement and Health & Welfare Funds.

Get Your Guide Here