Complete & Print Forms – You can complete most of the forms listed below right on your computer before you print. Simply click on a field in the form and type in the appropriate information. Then print the completed form, sign and mail it to the Trust Office.

General

• Application to Change Monthly 401(k) Fund Benefits – Use this form to apply for a change to your Monthly 401(k) Fund Benefits.
• 401(k) Fund Election Form – Use this form to authorize your employer to defer a portion of your salary to the I.B.E.W. Local 25 401(k) Fund. You are allowed to make only one (1) election per Calendar Year with respect to each employer.
• Alternate Payee Application for Benefits – Use this form to make application for payment or transfers of the amount to which an alternate payee is entitled.
• Beneficiary Designation Form – Use this form to designate beneficiaries.
• Change of Address Form – Use this form to change your record of address. It is important to keep your address up to date with the Fund.
• Direct Deposit Authorization Form – Use this form to authorize the I.B.E.W. Local 25 401(k) Fund to make Direct Deposits to your financial institution.
• Estate Application for Benefits – Use this form to apply for a benefit payment to be paid to the estate of a deceased participant.
• Loan Application and Procedures – Use this form to apply for a loan from your account in the 401(k) Fund.
• Trust Application for Benefits – Use this form to make apply for payment of the amount to which the Trust is entitled.
• Retiree Application – Use this form to apply for Retiree disbursements.
• Termination Application – Use this form if you have not worked for a signatory employer that makes contributions to the IBEW Local 25 401(k) Fund for the past twelve months.
• W-4P Tax Form – Use this form when making a withdrawal from your Annuity and 401(k) Funds.
• W-4R Tax Form – Use this form when making a withdrawal from your Annuity and 401(k) Funds.