Apply for Pension Benefits

A participant must submit a formal pension benefit application before his or her pension effective date (view explainer video) to receive benefits from the Fund. You can apply onlineblue_link.png or submit your request for an application online or in writing.

View this video to learn more about how to apply.blue_link.png 

You can apply online here (login required).blue_link.png The Fund will officially receive your application the same day it is submitted online. Additional forms will be sent to you in order to make your online application complete.

To request a paper application, you can:

Whether you submit an online or paper application, you must supply the following information and documents with your application:

  • Name
  • Address
  • Date of birth, along with your birth certificate
  • Social Security number
  • Name(s) of all contributing employers for whom you've worked
  • Type of benefit for which you are applying
  • Intended retirement date
  • Last day worked
  • Marital status
  • Marriage certificate (if married)
  • Divorce decree (if applicable)
  • Spouse's date of birth, along with his/her birth certificate
  • Phone number

To comply with federal law, participants can apply for a pension up to 180 days before their intended pension effective date. When you apply, the Fund will provide you with estimates of your pension and information about the different forms of payment available. However, at any time you can calculate an estimate of your pension benefit (login required) blue_link.png or request an estimate using this form. 

The following chart can help you determine when to make your pension application request:

 



Desired Pension Effective Date

Request Your Application as Early as:
Your Application Must be Received by the Fund Office No Later than:
Stop Working in Disqualifying Employment by:

February 1, 2018

August 1, 2017

January 31, 2018

January 31, 2018

March 1, 2018

September 1, 2017

February 28, 2018

February 28, 2018

April 1, 2018

October 1, 2017

March 31, 2018

March 31, 2018

May 1, 2018

November 1, 2017

April 29, 2018

April 30, 2018

June 1, 2018

December 1, 2017

 May 31, 2018

 May 31, 2018

July 1, 2018

January 1, 2018

June 30, 2018

June 30,, 2018

August 1, 2018

February 1, 2018

July 31, 2018

July 31, 2018

September 1, 2018

March 1, 2018

August 31, 2018

August 31, 2018

October 1, 2018

April 1, 2018

September 30, 2018

September 30, 2018

November  1, 2018

May 1, 2018

October 31, 2018

October 31, 2018

December 1, 2018

June 1, 2018

November 30, 2018

November 30, 2018

Refer to the National Pension Plan Summary Plan Description (SPD)—"How Do You Apply for Pension Benefits" section—for more information.

View SPD in English (PDF)

View SPD in Spanish (PDF)



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Frequently Asked Question (FAQ)

What if I am planning to retire?

First, you will need to decide on your retirement effective date. In general, your Pension Effective Date (view explainer video) will be the first of the month following this date. Then, follow these steps:

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