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

• 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.
• Application to Change Monthly Annuity Fund Benefits – Use this form to apply for a change to your Monthly Annuity Fund Benefits.
• 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 Sign Up Form – Use this form to authorize the Annuity Fund of the Electrical Industry of Long Island 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.
• 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.
• Pre-Retirement Benefit Application (up to $1,900 per Month) – Use this if you have been out of work 30 days and have not worked in the trade in the same geographic area covered by the plan.
• 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.