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OPERATING ENGINEERS
TRUST FUNDS

Forms and Documents

Three Ways to Submit Completed Forms

  1. Submit Online: Forms with the e-sign icon () can be filled out and submitted online!
  2. 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.
  3. Mail to:  Operating Engineers Trust Funds, PO Box 7063, Pasadena, CA 91109.

General

Pension Application and Information

QDRO

Plan Publications/Legally Required

  • Annual Funding Notice (October 2020)
    This notice includes important information about the funding status of your multiemployer pension plan (the “Plan”).
  • Notice of Endangered Status (October 2020)
    This is to inform you that on September 28, 2020, 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, 2020. 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.

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