Pension 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. - 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. - Election or Rejection of Direct Rollover to an IRA or Retirement Plan
Use this form to elect to rollover the Lump Sum Payment directly to an IRA or other qualified plan or to receive a Lump Sum Payment directly. - Pension Federal and State Tax Withholding Form
This form allows you to make a tax withholding election for both Federal Income and CA State 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 2021)
This notice includes important information about the funding status of your multiemployer pension plan (the “Plan”). - Notice of Endangered Status (October 2021)
This is to inform you that on September 28, 2021, the actuary for the Operating Engineers Pension Plan certified to the U.S. Department of the Treasury, and to the Board of Trustees that the Plan is in endangered status (“the Yellow Zone”) for the Plan Year beginning July 1, 2021. Federal law requires that you receive this notice. - 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.