This page provides a description of and links to National Pension Plan forms. Click the form titles below to review or download copies.
- Direct Deposit
To establish a direct deposit of your pension payment sign into PSS. After logging in, select Direct Deposit from the Benefit Recipient menu.
You can also download the Direct Deposit Form linked above. You must return the paper form with a wet signature to the Fund Office.
- Authorization to Release Information
Authorization to Release Information (PDF)
This form must be completed to release information to a specific entity or individual.
- Beneficiary Designation Form
Beneficiary Designation Form (PDF)
To establish or update you beneficiary sign into PSS.
You can also download the Beneficiary Designation Form linked above. You must return the paper form with a wet signature to the Fund Office.
- Change of Address Request Form
Change of Address Request Form (PDF)
To update your address sign into PSS.
You can also download the Change of Request Form linked above. You must return the paper form with a wet signature to the Fund Office.
Pension Application Request and Estimate Request Form (PDF)
To apply for Pension Benefits sign into PSS.
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. Review pension application procedures here.
- IAM National Pension Fund, Qualified Domestic Relations Order (QDRO) Model for Participants in Payment Status
QDRO Model for Participants in Payment Status (PDF)
This model order may be used in drafting a Qualified Domestic Relations Order for participants who are currently receiving pension benefit payments.
- IAM National Pension Fund, Qualified Domestic Relations Order (QDRO) Model for Participants Not Yet in Payment Status
QDRO Model for Participants Not Yet in Payment Status (PDF)
This model order may be used in drafting a Qualified Domestic Relations Order for participants who are not yet receiving pension benefit payments.
- W-4P (Withholding Certificate for Periodic Pension or Annuity Payments)
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.
- Physician’s Statement and Incapacitation Forms
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
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.