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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, 2025August 1, 2024January 31, 2025January 31, 2025
March 1, 2025September 1, 2024February 28, 2025February 28, 2025
April 1, 2025October 1, 2024March 31, 2025March 31, 2025
May 1, 2025November 1, 2024April 29, 2025April 30, 2025
June 1, 2025December 1, 2024 May 31, 2025 May 31, 2025
July 1, 2025January 1, 2025June 30, 2025June 30, 2025
August 1, 2025February 1, 2025July 31, 2025July 31, 2025
September 1, 2025March 1, 2025August 31, 2025August 31, 2025
October 1, 2025April 1, 2025September 30, 2025September 30, 2025
November  1, 2025May 1, 2025October 31, 2025October 31, 2025
December 1, 2025June 1, 2025November 30, 2025November 30, 2025

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