Puget Sound Electrical Workers Trusts

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Pension

Forms

A guide to your Retirement Plan Benefits: Summary Plan Description (Retirement Plan Booklet)


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  • Retirement Information
    • New Retiree Checklist
    • Understanding Your Defined Benefit Retirement Plan
  • Retirement Applications, Authorizations, Enrollment, and Notices
    • Application for Retirement
    • Proof of Age
    • Application for Retirement – (Alternate Payee)
    • Authorization for Electronic Deposit of your Retirement Benefit
    • Authorization of Income Tax Withholding from your Retirement Benefit
    • Change of Address Form
    • Enrollment/Beneficiary Form for Health & Security, Retirement, 401(k) Savings Plan, or Vacation Plans
    • Notice Regarding Pension Plan Payments and Tax Deferral – (For Lump Sum Distributions)
    • Notice Regarding Non-Bargaining Employee Participation - August, 19, 2004
    • Request for Employer Work History
    • Re-Employment After Retirement and Request for Review of Job Description
    • Return to Work Regulations
    • Sample Qualified Domestic Relations Order (For persons not yet retired)
    • Sample Qualified Domestic Relations Order (For retirees)
    • Service Questionnaire – (Request a review of your credited Service with this Fund)
    • Total & Permanent Disability – Pension Questionnaire
  • Retirement Death Benefit Forms
    • Application for Death Benefit
    • Authorization for Payment and Release (Required to release death benefits to minors)
    • Preference of Beneficiary Form
Mail completed Retirement forms to:

Puget Sound Electrical Workers Trusts
P.O. Box 34203
Seattle, WA 98124-1203

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