Defined Contribution Plan
Forms and Documents
Three Ways to Submit Completed Forms
- Submit Online: Forms with the e-sign icon () can be filled out and submitted online!
- Upload a Scan: Fill out, print, sign, and then securely upload a scanned copy. Most forms can be easily filled out on your computer. Simply open the file, click into the form field (it may be highlighted), and start typing. Forms filled out on your computer can be printed to sign and then scanned in to upload, using our secure upload area, or they can be mailed, as below.
- Mail to: Operating Engineers Trust Funds, PO Box 7063, Pasadena, CA 91109.
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.
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