Designate Beneficiaries

As a Plan participant, you should designate a beneficiary(ies) for your Plan benefit in case of your death.

NOTE: Your beneficiary must be a person; you cannot designate your estate as a beneficiary.

For Participants Who Are Not Yet Receiving Pension Benefits

Beneficiary designations are used to determine the applicable beneficiaries for payment of the preretirement death benefit for unmarried participants (60 payments) and the applicable beneficiaries for payment of the lump sum preretirement death benefit. The Plan does not require beneficiary designations for payment. Refer to the SPD for details.

If you have designated a beneficiary within the last three years, you can view your current beneficiary designations online (login required).blue_link.png If you are not sure who your current beneficiary is, you may update your beneficiary online or send a new beneficiary designation form (PDF) to the Fund Office.

If you need to update your beneficiary(ies), you may update it online or complete and return the Beneficiary Designation Form (PDF) to the Fund Office. Note: if you do not have a printer, you can request a form by email, iamcontact@iamnpf.org or call the Fund Office at 800-424-9608.

For Benefit Recipients

If you want to change your beneficiaries, you must do so in writing. You can request a form by email (checks@iamnpf.org).  You can also request this form by calling the Fund Office at 800-424-9608 ext. 277.

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Mark Ward, GLSR, District Lodge 60; Anthony Tsoulakis, active employee of Auto Port; and Gary Head, BR, District Lodge 60 at Auto Port's worksite.

Frequently Asked Question (FAQ)

What if I get married?

What if I get divorced or legally separated?

What if I die before retirement?

If you die as a vested participant before going into pay status, a range of death benefits may be available to your beneficiary(ies) or surviving spouse. Refer to the National Pension Plan Summary Plan Description for more information about preretirement benefits.

View SPD in English (PDF)

View SPD in Spanish (PDF)

Your beneficiary(ies) will need to take these steps to apply for death benefits if you die prior to going into pay status under the plan:

  • Contact the Fund to report a death and request a preretirement death application.
  • Provide a copy of your death certificate to the Fund Office.
  • Provide other documentation (e.g., marriage certificate, divorce decree or birth certificates), as requested by the Fund Office.

Can I name my estate as my beneficiary?

You may only designate people as beneficiaries. If none of your beneficiaries are alive at your death, any benefit payable may be made to your estate.

How do I change my beneficiary designation?

If you are not yet receiving pension benefits, you may download and return the Beneficiary Designation Form (PDF)  to the Fund Office. You can also request the form by email (pensions@iamnpf.org) or by calling the Fund Office at 800-424-9608 and asking to be connected to the Pension Department.

If you are receiving pension benefits and you want to change your beneficiaries, you must do so in writing. You can request the Beneficiary Designation Form for Benefit Recipients from the Fund Office by email (checks@iamnpf.org) or by calling 800-424-9608 ext. 277.

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