These links are provided as a convenience and for informational purposes only and do not constitute an endorsement by the Stationary Engineers Local 39 Trust Funds.  The Stationary Engineers Local 39 Trust Funds bear no responsibility for the accuracy, legality, or content of the external site or for that of subsequent links.  Contact the external site for answers to questions regarding its content.

• AARP
  https://www.aarp.org/

• Employee Benefits Security Administration (EBSA)
  https://www.dol.gov/agencies/ebsa

• Empower Retirement Plan Services
  www.retiresmart.com 

• Internal Revenue Service 
  www.irs.gov/  

• International Union of Operating Engineers Local 39 
  www.local39.org/index.php

• Medicare
  https://www.medicare.gov/

• Pension Benefit Guaranty Corporation (PBGC)
  https://www.pbgc.gov/

• Social Security Administration
  https://www.ssa.gov/

• U.S. Department of Health & Human Services 
  www.hhs.gov/

• United States Department of Veterans Affairs
  https://www.va.gov/

Some PDF forms on this site are fillable online. You can type information directly onto the PDF.

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Applications

Annuity Application

Death Benefit Application - Alternate Payee

Death Benefit Application - Spouse

Death Benefit Application - Non-Spouse

Forms

Beneficiary Designation

Beneficiary Affidavit

Change of Address

Federal Tax Withholding (W-4P)

Indemnity Agreement

State Tax Withholding (DE-4P)

State Tax Withholding Election

Notices

Summary Annual Report – Plan Year 2022

Plan Documents & Amendments

Annuity SPD & Plan Document

Summary of Material Modifications

Some PDF forms on this site are fillable online. You can type information directly onto the PDF. 

By default, Firefox does not currently support forms in fillable format. To use this feature, view the site in Chrome or Microsoft Edge.