FAQs - Benefit Recipients

Download and return the Authorization for Automated Deposit Form (PDF) to the Fund Office. You can also request the form by clicking here or by calling the Fund Office at 800-424-9608. Once you have completed the form, return it to the Fund Office with a voided check from the account to which you wish to have your payment deposited.

The effective date of direct deposits is the first business day of the month. If the first business day falls on a holiday or weekend, the direct deposit will be made the prior business day.

Read The Rules Pertaining to Pensioner Employment by clicking here,  then request the Ruling on Employment Form to the Fund Office by clicking here or by calling the Fund Office at 800-424-9608. Once completed, return the form to the Fund Office at 99 M Street, SE, Suite 600, Washington, DC 20003-4595. Once the Fund Office receives the completed form, a decision will be made, and you will be notified about that decision by mail.

If you change your address you can follow the steps to update your information with the Fund Office:

1. If you are receiving your pension benefit from the IAM National Pension Fund, you may change your address by sending written notification (Change of Address Form for Benefit Recipients available here (PDF)), to the Fund Office or by calling the Fund Office at 800-424-9608 and asking for the Customer Service Department. If you are a benefit recipient and you call, additional information (including written confirmation with your signature) may be required to make such a change.
2. All other participants may call the Customer Service Department Monday through Friday, 9:00 a.m. to 7:00 p.m. Eastern Time, write, or update their address online.

Please allow 10 business days to process a change of address request.

You may report a death by sending an email by clicking here, by sending a letter to the Fund Office at 99 M Street, SE, Suite 600, Washington, DC 20003-4595, or by calling the Fund Office at 800-424-9608.  The Fund Office will need the deceased pensioner's name, Social Security number and death certificate, along with the name, address, and phone number of a contact person. Please also advise us if there is a surviving spouse.

Securely log into PSS to complete your IRS Form W-4P online.

You can also download a copy of the 2026 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.

Please be aware that the Benefit Funds Office does not withhold state or local income taxes from benefit payments.

Already receiving pension benefits? 

If you have already begun receiving pension payments, your beneficiary designation is locked and cannot be changed under the Plan. 

Not yet receiving pension benefits? 

If you are not yet a benefit recipient, it is important to assign a beneficiary—or review and update your existing designation—to ensure your benefits are paid according to your wishes. 

To add or update your beneficiary: 

Register and/or Log Into your Participant PSS Portal: https://participant.iambfo.org/

Download and complete the Beneficiary Designation Form (PDF), and return it via 

Email: contact@iamnpf.org

E-Fax: 202-463-8098

Mail to:

IAM National Pension Fund

99 M Street, SE, Suite 600 Washington, DC 20003-4595 

You may also request a form by clicking here or by calling 800-424-9608.

To find out the status of your pension benefit application, call the Fund Office at 800-424-9608.

If you don't receive your check by the 10th of the month, you may send an email by clicking here or call the Fund Office at 800-424-9608. Provided you are not changing your address, we will place a stop payment on the check and replace it as soon as possible.

In general, pension checks are mailed weekly or on the last business day of the month to be received on the 1st of the following month. You may also view your payment information to verify when your check was mailed (login required).

At some point, you may want someone to conduct business with the Fund on your behalf. The Fund’s Authorization Form allows another person or entity to receive information relating to your pension as well as assist you with your pension application.

A person who wishes to act on a participant or beneficiary’s behalf may submit a Power of Attorney (“POA”). However, the Fund only recognizes POAs if the participant or beneficiary is incapacitated due to a medical condition impairing their cognitive functions (e.g., dementia, Alzheimer’s) and if ALL the following requirements are met:

1. POAs must be submitted with clear, written instructions identifying what the agent is attempting to do on the participant’s behalf. (NOTE: Any POAs received without written instructions will be immediately shredded or otherwise returned.)
2. The POA must be submitted with a signed physician’s statement certifying the participant’s incapacity. The physician’s statement must be dated within the last 12 months. However, the statement does not need to be dated within the last 12 months if the statement indicates that the condition is permanent. The Fund has a Physician’s Statement Form,which the Fund encourages but does not require you to use.
3. The Fund’s Incapacitation Form, which must be signed and notarized, must be submitted with the POA.
4. The POA is durable and must be notarized.

A POA will only be considered valid for a 12-month period after approval. Please keep these documents in a safe place. Once that 12-month period expires, the above documents must be resubmitted for review for subsequent requests.

Alternatively, Conservatorship/Guardianship Papers (Order and Letters conferring authority over “property” or “estate”) may be submitted and will be kept on file. Only the Order and Letters are required.