Forms and Documents

General Forms and Information

• Change of Address Form
  Moved recently? It’s important to keep the Fund informed! Use this form to update your mailing address or your physical address.
      You can: fill out online or download PDF form.
• Designation of Beneficiary Form
  Use this form to designate Primary and Secondary Beneficiary(s).
• Important Information Regarding a Change to Your Operating Engineers Local 12 Defined Contribution Plan
  Details on increase to individual monthly account record keeping fee.

QDRO

• • Sample Qualified Domestic Relations Order (California)
  • Procedures For Approval of Qualified Domestic Relations Order

Plan Publications/Legally Required

• Summary Annual Report for Year Ending June 30, 2022
  This is a summary of the annual report of the Operating Engineers Defined Contribution Plan for the year ending June 30, 2021.
• Operating Engineers Local 12 Defined Contribution Trust Agreement
  Agreement establishing the Operating Engineers Local 12 Defined Contribution Trust