Beneficiary Application Forms

Beneficiary Application Forms

While most forms used by the Fund Office are available for viewing and printing, please note that completion and submission of any of the application forms listed below DOES NOT mean that you have applied for benefits.  Under current Plan provisions, certain steps must be taken, and time periods observed before the Trustees can act upon an application provisions.

You must contact the Fund office directly to apply for benefits.  These forms should only be downloaded and used with Fund staff direction.

Click here to download the Beneficiary Application Form.

• Beneficiary Application Form

To have your benefit payment directly deposited into your checking or savings account, please complete the following Direct Deposit Authorization Form.

• Direct Deposit Form

To have Federal Income Tax withheld from your monthly benefit, please complete the following Federal Income Tax Withholding Form.

• Federal Income Tax Withholding Form

To have Wisconsin Income Tax withheld from your monthly benefit, please complete the following Wisconsin Income Tax Withholding Form.

• Wisconsin Income Tax Withholding Form

If you are the surviving spouse of a Participant, the following forms may also be required:

• Affidavit for Surviving Spouse
• Lump Sum Tax Notice
• Lump Sum Election Form for Surviving Spouse

If you are a non-spouse beneficiary of a Participant, the following forms may also be required:

• Affidavit for Non-Spouse
• Affidavit for Pre-Retirement Non-Spouse
• Lump Sum Election Form for Non-Spouse Beneficiaries
• Lump Sum Tax Notice for Non-Spouse Beneficiaries