This page provides a description of and links to National Pension Plan forms. Click the form titles below to review or download copies.
- Authorization for Automated Deposit
To establish a direct deposit of your pension payments into a designated bank account, complete this form online (login required). After logging in, select Direct Deposit from the Benefit Recipient menu.
As an alternative, you can download the direct deposit form here (PDF), or request a copy from the Fund Office. Return the paper form to the Fund Office.
- Beneficiary Designation Form
Active participants may use this form to name their preretirement death benefit beneficiary(ies).
You can also designate, view, and update your current beneficiary designations here (login required).
- Beneficiary Designation Form for Benefit Recipients
Participants who are receiving benefit payments must submit changes to their beneficiaries in writing. You can request a paper copy of the appropriate form by clicking here or by calling the Fund Office at 800-424-9608.
- Pension Application Request and Estimate Request Form
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 and asking for the Customer Service Department. Review pension application procedures here.
- IAM National Pension Fund, Qualified Domestic Relations Order (QDRO) Model for Participants in Payment Status
This model order may be used in drafting a Qualified Domestic Relations Order (QDRO) for participants who are currently receiving pension benefit payments. It includes formulas for calculating the division of benefits among the parties.
- IAM National Pension Fund, Qualified Domestic Relations Order (QDRO) Model for Participants Not Yet in Payment Status
This model order may be used in drafting a Qualified Domestic Relations Order (QDRO) for participants who are not yet receiving pension benefit payments. It includes formulas for calculating the division of benefits among the parties.
- Request for Ruling on Employment
Submit this form to the Fund Office if you are considering returning to work after your retirement effective date. The Fund will use this information to determine if you will continue to be eligible for pension benefit payments while working after retirement.
- W-4P (Withholding Certificate for Periodic Pension or Annuity Payments)
IMPORTANT TAX UPDATE: The IRS has released a revised Form W-4P and a new Form W-4R (Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions). Beginning January 1, 2023, you must use these new and revised forms to update your federal tax withholding elections with the Benefit Funds Office. Benefit Recipients retiring on or after January 1, 2023, should use the revised IRS Form W-4P.
Securely log into PSS to complete your IRS Form W-4P online.
You can also download a copy of the 2023 IRS Form W-4P or call the Benefit Funds Office and 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 Statement of Incapacitated Benefit Recipient
This form and accompanying statements to endorse checks or receive payments on a pensioner's behalf are to be used in cases of benefit recipients who are either physically or mentally incapacitated.
- Forms for Surviving Spouse of Deceased Pensioner under Spouse Pension Option
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.