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Annuity Resources

 

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.

 

 

 

 

 

 

 

 

 

 

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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

Participant Information

State Tax Withholding (DE-4P)

State Tax Withholding Election


Notices

Summary Annual Report – Plan Year 2023

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.