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

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:

  • Call the Fund office at 1-800-424-9608
  • 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.
  • Mail this request form to the Fund office at 99 M Street, SE, Suite 600, Washington, DC 20003-4595

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, 2018August 1, 2017January 31, 2018January 31, 2018
March 1, 2018September 1, 2017February 28, 2018February 28, 2018
April 1, 2018October 1, 2017March 31, 2018March 31, 2018
May 1, 2018November 1, 2017April 29, 2018April 30, 2018
June 1, 2018December 1, 2017 May 31, 2018 May 31, 2018
July 1, 2018January 1, 2018June 30, 2018June 30, 2018
August 1, 2018February 1, 2018July 31, 2018July 31, 2018
September 1, 2018March 1, 2018August 31, 2018August 31, 2018
October 1, 2018April 1, 2018September 30, 2018September 30, 2018
November  1, 2018May 1, 2018October 31, 2018October 31, 2018
December 1, 2018June 1, 2018November 30, 2018November 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)



Questions?

You can contact the IAM National Pension Fund Office directly to get more information about the plan.

  • Phone: 800-424-9608 (participants); 202-785-2658 (others). Our phones are open Monday through Friday, 9:00 a.m. to 7:00 p.m. Eastern Time.
  • Fax: 202-463-8098 or 202-457-8653 (Please use this form  when faxing a request for estimate or pension application.)
  • Mail:  IAM National Pension Fund, 99 M Street, SE, Suite 600, Washington, DC 20003-4595
  • E-mail Form: Click Here