This page provides a description of and links to National Pension Plan forms. Click the form titles below to review or download copies.
Authorization for Automated Deposit
To establish a direct deposit of your pension payments into a designated bank account, complete this form online (login required). After logging in, select Direct Deposit from the Benefit Recipient menu.
As an alternative, you can download the direct deposit form here (PDF), or request a copy from the Fund Office. Return the paper form to the Fund Office.
Authorization to Release Information
This form must be completed to release information to a specific entity or individual.
Beneficiary Designation Form
Active participants may use this form to name their preretirement death benefit beneficiary(ies).
You may also request a paper application for pension benefits or a written estimate by mailing us this Request Form or by contacting the Fund Office at 800-424-9608 and asking for the Customer Service Department. Review pension application procedures here.
IAM National Pension Fund, Qualified Domestic Relations Order (QDRO) Model for Participants in Payment Status
This model order may be used in drafting a Qualified Domestic Relations Order (QDRO) for participants who are currently receiving pension benefit payments. It includes formulas for calculating the division of benefits among the parties.
IAM National Pension Fund, Qualified Domestic Relations Order (QDRO) Model for Participants Not Yet in Payment Status
This model order may be used in drafting a Qualified Domestic Relations Order (QDRO) for participants who are not yet receiving pension benefit payments. It includes formulas for calculating the division of benefits among the parties.
Request for Ruling on Employment
Submit this form to the Fund Office if you are considering returning to work after your retirement effective date. The Fund will use this information to determine if you will continue to be eligible for pension benefit payments while working after retirement.
W-4P (Withholding Certificate for Periodic Pension or Annuity Payments)
You can also download a copy of the 2024 IRS Form W-4P or call the Benefit Funds Office to request to have a copy mailed to you. Once complete, you should return your paper IRS Form W-4P to the Benefit Funds Office for processing.
Physician’s Statement and Incapacitation Forms
This form and accompanying statements are used by agents submitting a Power of Attorney to act on behalf of a pensioner who is incapacitated due to a medical condition impairing their cognitive functions (e.g., dementia, Alzheimer’s).
Forms for Surviving Spouse of Deceased Pensioner under Spouse Pension Option
These forms are for surviving spouses who are entitled to benefits under a deceased Pensioner’s 50%, 75%, or 100% Spouse Pension. A death certificate is required to verify the death of a Pensioner.
Before completing these forms, please contact the Customer Service Department at 800-424-9608 or email by clicking here for instructions about these forms, with any questions about these forms, or to report the death of a Pensioner.