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AGC – International Union of Operating Engineers Local 701 Trust Funds

AGC - International Union of Operating Engineers Local 701 Trust Funds

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Forms

Retirement Information

What to Expect When You Apply for Retirement Benefits

Defined Benefit Pension Plan

Application for Benefits
Application for Benefits – Alternate Payee
Return to Work Example
Return to Active Employment Form
Return to Retirement Form

Beneficiary

Application for Death Benefits
Preference of Beneficiary Form
Beneficiary Designation Form – Active Members
Retiree Death Benefit Beneficiary

Payment Authorization Forms

Authorization for Electronic Deposit
Authorization for Oregon Tax Withholding
Authorization for Federal and Oregon Tax Withholding
Authorization for Federal Tax Withholding
Authorization for Payment and Release
Special Tax Notice
Supplementary Notice for Participants Eligible to Retire

Mail Completed Defined Benefit Forms

Administration Office
15 82nd Drive, Suite 110
Gladstone, OR 97027

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