Pension Documents

Pension Forms

1

Standard Forms

Federal Income Tax Withholding Form (W-4P) - Fillable

Direct Deposit Form

2

Applications

Application for Retirement Benefits for a Married Person

(You will need to contact Benefit Services for your benefit options and values prior to submitting your application)

Application for Retirement Benefits for a Single Person

(You will need to contact Benefit Services for your benefit options and values prior to submitting your application)

Surviving Spouse Application for Benefits

Alternate Payee Application for Benefits (QDRO)

3

Annual Verification Forms

Verification Forms for Retired Members

Retirement Verification Form for 2024

Verification Forms for Surviving Spouses & Beneficiaries

Retirement Verification Form for 2024

Need Help for Completing Your Pension Application

Are you looking at the Pension Application Packet and wondering how do I complete it? Wondering what to put in what section? Benefit Services has developed the videos below to assist you in completing your pension application.

For Married Participants

For Single Participants

Pension Plan Documents

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

MCASF Local 725 Pension Plan Document (effective July 1, 2021)
1st Amendment to Pension Plan Document

MCASF Local 725 Summary Plan Description (effective July 1, 2021)

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

Pages from DB F5) 5637 - Guide to Retirement_031925.jpg

Pension Mailings - Notices

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.