This page provides a description of and links to National Pension Plan forms. Click the form titles below to review or download copies.
- Authorization for Automated Deposit
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Authorization for Automated Deposit (PDF)
To establish a direct deposit of your pension payments into a designated bank account, complete this form online (login required). After logging in, select Direct Deposit from the Benefit Recipient menu.
As an alternative, you can download the direct deposit form here (PDF), or request a copy from the Fund Office. Return the paper form to the Fund Office.
- Authorization to Release Information
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Authorization to Release Information (PDF)
This form must be completed to release information to a specific entity or individual.
- Beneficiary Designation Form
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Beneficiary Designation Form (PDF)
Active participants may use this form to name their preretirement death benefit beneficiary(ies).
You can also designate, view, and update your current beneficiary designations here (login required).
- Change of Address Request Form
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Change of Address Request Form (PDF)
Beneficiaries may use this form to change their address.
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Pension Application Request and Estimate Request Form (PDF)
You can apply for your pension online (login required).
You can also generate an estimate of your benefits online (login required).
You may also request a paper application for pension benefits or a written estimate by mailing us this Request Form or by contacting the Fund Office at 800-424-9608 and asking for the Customer Service Department. Review pension application procedures here.
- IAM National Pension Fund, Qualified Domestic Relations Order (QDRO) Model for Participants in Payment Status
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This model order may be used in drafting a Qualified Domestic Relations Order (QDRO) for participants who are currently receiving pension benefit payments. It includes formulas for calculating the division of benefits among the parties.
- IAM National Pension Fund, Qualified Domestic Relations Order (QDRO) Model for Participants Not Yet in Payment Status
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This model order may be used in drafting a Qualified Domestic Relations Order (QDRO) for participants who are not yet receiving pension benefit payments. It includes formulas for calculating the division of benefits among the parties.
- Request for Ruling on Employment
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Request for Ruling on Employment (PDF)
Submit this form to the Fund Office if you are considering returning to work after your retirement effective date. The Fund will use this information to determine if you will continue to be eligible for pension benefit payments while working after retirement.
- W-4P (Withholding Certificate for Periodic Pension or Annuity Payments)
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Securely log into PSS to complete your IRS Form W-4P online.
You can also download a copy of the 2024 IRS Form W-4P or call the Benefit Funds Office to request to have a copy mailed to you. Once complete, you should return your paper IRS Form W-4P to the Benefit Funds Office for processing.
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Physician’s Statement and Incapacitation Forms
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Physician Statement of Incapacitated Benefit Recipient (PDF)
This form and accompanying statements are used by agents submitting a Power of Attorney to act on behalf of a pensioner who is incapacitated due to a medical condition impairing their cognitive functions (e.g., dementia, Alzheimer’s).
- Forms for Surviving Spouse of Deceased Pensioner under Spouse Pension Option
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Forms for Surviving Spouse of Deceased Pensioner under Spouse Pension Option (PDF)
These forms are for surviving spouses who are entitled to benefits under a deceased Pensioner’s 50%, 75%, or 100% Spouse Pension. A death certificate is required to verify the death of a Pensioner.
Before completing these forms, please contact the Customer Service Department at 800-424-9608 or email by clicking here for instructions about these forms, with any questions about these forms, or to report the death of a Pensioner.