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.
• Direct Deposit Request Form
  Use this form to authorize the Operating Engineers Pension Trust to make direct deposits to your bank or financial institution.
• Designation of Beneficiary Form
  Use this form to designate Primary and Secondary Beneficiary(s).
• Notice of Pension Plan Change – Early Pension Age
  This notice is to inform you of a change to the rules of the Operating Engineers Pension Plan which affects eligibility for the Early Pension.

Pension Application and Information

• Important Information Regarding Your Pension Benefits
  A two-page summary outlining forms of Pension Payment and rules to keep in mind.
• Explanation Of Forms of Pension Payment
  When you retire, you must choose the form of pension you want to receive. This provides brief explanations of the various forms.
• Pensioner Employment Declaration
  If you return to work after retirement, you must complete this form annually in order for the Plan to determine whether your work requires a suspension of pension benefit payments.
• Proof of Age Instructions
  This contains information on what documents constitute acceptable Proof of Age.
• Pension State Tax Withholding Form
  This form allows you to make a tax withholding election for CA State income taxes.
• Pension Federal Tax Withholding Form
  This form allows you to make a tax withholding election for Federal income taxes.
• Request for Pension Estimate
  Use this form to request a Pension Estimate.

QDRO

• Procedures for Approval of Qualified Domestic Relations Orders
  Details procedures for determining and approving Qualified Domestic Relations Orders.
• Sample Qualified Domestic Relations Order (California)
  A sample QDRO for informational purposes only.
• Sample Qualified Domestic Relations Order (Nevada)
  A sample QDRO for informational purposes only.
• Sample Qualified Domestic Relations Order for Support (California)
  A sample QDRO for Support for informational purposes only.
• Sample Qualified Domestic Relations Order for Support (Nevada)
  A sample QDRO for Support for informational purposes only.

Plan Publications/Legally Required

• Annual Funding Notice (October 2024)
  This notice includes important information about the funding status of your multiemployer pension plan (the “Plan”).
• Notice of Privacy Practices for Protected Health Information
  This notice describes how medical information about you may be used and disclosed and how you can get access to this information.
• Operating Engineers Pension Trust Agreement
  Agreement establishing the Operating Engineers Pension Trust