A participant must submit a formal Pension Benefit Application before their pension effective date to receive benefits from the IAM National Pension Fund (the "Fund"). When you apply, the Fund will provide you with estimates of your pension as well as information about the different forms of payment available. However, at any time you can calculate an estimate of your pension benefit on PSS or request an estimate by using this form and submitting it to the Fund Office by mail, email, or fax.
Note: To comply with federal regulations, you cannot apply for your pension earlier than 180 days before your intended pension effective date.
For information on how to complete an application, please refer to the Information Guide.
Online Pension Application
The Fund has made enhancements to its Online Pension Application submission system. You can apply online for your pension benefits and upload supporting documents by logging into PSS. The Fund will officially receive your online Application the same day it is submitted online.
If you have not logged into the PSS website, or have not signed up for PSS, you are considered a New User. Please click here to sign up for PSS now.
General Online Pension Application Tips
- You must log into PSS to complete the online Pension Application
- PSS will allow you to save a draft of an incomplete Application. You may return to complete the Application by logging back into PSS
- Once you submit a Pension Application, you will not be able to edit it or upload any additional documents. If you need to submit additional supporting documents, you may do so by submitting them to the Fund Office (see the section below for instructions)
- PSS will automatically log you out after 20 minutes of inactivity. You will need to re-log in to complete your Pension Application
- Participants may print a copy of the completed Application for your records if an email is provided in the online Pension Application
- To continue to provide with your premier service, it is important to keep the Fund Office up to date with your current information. Please advise the Fund Office of any address and/or email changes via PSS or by calling the Fund's Customer Service Department at 1-800-424-9608
Tips for Uploading Supporting Documents
- Only submit one file per folder
- Clearly label all files
- Files may consist of scanned photographs of documents
- Files may be compressed into a zip file
- 512 MB file size limit
- Allowable File Types: pdf, doc, docx, png, jpeg
Checklist of Required Supporting Documents
- Birth Certificate
- Marriage Certificate (if married)
- Disability Award (if applicable)
- Divorce Decree (if applicable)
- Spouse’s Birth Certificate
- Request for Ruling on Post-Retirement Employment
- Voided Check (Direct Deposit Form)
- Retroactive Annuity Starting Date (RASD) Form
How to Submit Required Supporting Documents to the Fund Office
- Mail any supporting documents to the Fund Office at 99 M Street, SE, Suite 600, Washington, D.C. 20003-4595
- Submit all supporting documents that were not uploaded into the online Pension Application at one time via United States Postal Service Certified Mail. This will allow you to know when they were delivered to the Funds Office.
- DO NOT provide original documents. Please provide legible copies of the documents. The Fund cannot guarantee the return of original documents.
Email supporting documents to the Fund Office at contact@iamnpf.org - Fax supporting documents to the Fund Office at 202-463-8098 or 202-457-8653
Request a Paper Application
- Call the Fund Office at 1-800-424-9608
- Mail this request form to the Fund Office at 99 M Street, SE, Suite 600, Washington, D.C. 20003-4595.
- Fax the Fund office at 202-463-8098 or 202-457-8653 (please use this form when faxing a request).
- E-mail the Fund Office by clicking here. (please view this form to see the information that should be included in your email request)
For more information on how to apply for your pension benefits, please refer to the IAM National Pension Plan Summary Plan's Description (SPD)—"How Do You Apply for Pension Benefits" section.
Questions or Need Additional Information?
For questions related to applying for pension benefits, please contact the Fund’s Customer Service Department at 1-800-424-9608. Our phones are open Monday through Friday, 9:00 a.m. to 7:00 p.m. Eastern Time.