Pension Forms

The following is a list of Pension forms that can be requested from the Fund Office.

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Pension Benefit Application Forms
Document Description
Pension Application To apply for pension benefits.
Pre-RetirementHusband & Wife(Surviving Spouse)Pension Application To be completed by the beneficiary eligible for pension such as "Surviving Spouse" for the Husband-&-Wife Pension or surviving relative for the Lump-Sum Death Benefit.
Tax Forms
Document Description
Electronic Direct Deposit Form Authorization for the Trust Funds to electronically send your monthly pension checks to your designated financial institution. Faster, convenient and more secure than mailing checks to an address.
Withholding Certificate for Pension or Annuity Payments Change your federal and/or state tax withholding deduction taken from each pension check.
Miscellaneous Forms
Document Description
QDRO Guideline, Model and Procedures - if the Participant Is Not Retired Information for drafting a Qualified Domestic Relations Order (QDRO) if the Participant is not retired, Sample QDRO and procedures to determine and administer such an order.
QDRO Guideline and Procedures - if the Participant Is Retired Information for drafting a Qualified Domestic Relations Order (QDRO) if the Participant is retired and procedures to determine and administer such an order.
Former Spouse Waiver of Interest Former Spouse Waiver of Interest in the Laborers Pension Plan of Northern California.