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Pension Forms

Enrollment applications

Lifetime Retirement Income Plan and Other Benefits Membership Form *
Rollover Contribution Form

Beneficiary Forms

G120 Beneficiary Designation Form

Banking forms

Direct Deposit Agreement Form

Health Benefits Automatic Credit Reduction Form

Wire Transfer Consent Form

Tax Resources

Withholding Certificate for Pension or Annuity Payments (IRS Form W-4P)

Update Salary Information

Employee Change Form *

Compensation Change Form *  See how to conveniently submit online for faster service here.
Compensation Change Form (Spanish) Formulario de cambio de compensación *

Termination of Benefits/Employment

Termination of Benefits/Employment *

Termination of Benefits/Employment (Spanish) Formulario de terminación de beneficios *

Death Benefit Forms

Death Benefits for Estates

Pre-Retirement Death Benefits - Spouse

Pre-Retirement Death Benefits - Non-spouse

Post-Retirement Pension Death Benefits Form

Spanish Forms

Formulario de Cambio de Compensación

Formulario de Terminación de Beneficios

Plan de Anualidad Formulario de Inscripción *



Brewster Forms

Brewster Annuity Plan Membership *



CHAMPS Homes Forms

 CHAMPS Homes Annuity Plan Membership Application *



Mt. San Antonio Gardens Forms

MSAG New Annuity Plan Membership Application *



St. Paul's Homes Forms

St. Paul's New Annuity Enrollment Form *

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475 Riverside Drive, Room 1020, New York, NY 10115  •  Phone: 800.642.6543  •  Fax: 212.729.2701 •  E-mail: [email protected]