(click topic to expand or collapse area)
A1 - Authorization for Optional Employee After-Tax Contributions
To elect the amount of after-tax contributions you would like deducted from your paycheck
AFR - Application for Refund
To advise the Fund how to pay your refund
AMA - Application for Monthly Annuity
To elect the type of annuity you would like to receive in retirement
AUT - Automatic Refund/Direct Rollover Election
For payment of accounts valued at $5,000 or less
B1 - Designation of Beneficiary
To name the person(s) who are to receive your account benefits in the event of death
CF - Change Form (Name/Address)
To report changes in address, name or marital status
DBE - Death Benefit Election
To advise the Fund how to pay your beneficiary death benefit
EFT - Electronic Funds Transfer of Annuity Pmts.
For direct deposit payment of your monthly pension benefit.
Guide to Your Monthly Annuity
Fact sheet that describes the different types of annuity options available at retirement
RTH - Request for Release of Information to a Third Party
To authorize the Fund to share your information with another party
Special Tax Notice
An IRS document also known as a 402(f) Notice that describes the tax treatment of your distributions from the Retirement Fund
W-4P - Withholding Certificate for Pension or Annuity Payments
To report how much Federal tax you would like withheld from your monthly annuity payment
A1 - Authorization for Optional Employee After-Tax Contributions
To elect the amount of after-tax contributions you would like deducted from your paycheck
Association Profile Form
To report changes to key Association positions such as E.D., CEO, CFO, HR, Payroll, Board President etc.
B1 - Designation of Beneficiary
To name the person(s) who are to receive your account benefits in the event of death
CF - Change Form (Name/Address)
To report changes in address, name or marital status
CSN - Change in Status Notice
To report changes in employee status due to termination of employment or unpaid leave of absence
Election of Contribution Rate
To elect the Association's annual contribution rate
Guide to Your Monthly Annuity
Fact sheet that describes the different types of annuity options available at retirement
NOE - Notification of Enrollment
To enroll an eligible employee into the Fund
PA - Participation Agreement
To commence or resume participation in the Fund by a YWCA Association
REN - Return to Employment
To report the return to active status of a Participant who was on an unpaid leave of absence or when a former Participant is rehired
NOTE: All forms and publications are in PDF format and require Adobe® Acrobat Reader®, click to download it free.
How to Complete Forms:
- Print out desired form.
- Follow instructions printed on individual form to complete.
- Sign where required.
- Return completed form to the Fund.
- See Contact Us page for mail, fax and e-mail addresses.
