English Forms
Please select from the above menu to be taken to that forms section of this page. If you can't find the form you need, feel free to contact our Member Relations team for assistance.
Please note: While we have taken steps to allow you to digitally complete your form, all forms must be signed by you as a member. Forms that appear to be digitally signed with a text block or a copied image of a signature will not be accepted and will be returned for correction. This may delay your request. These requirements help protect you from fraudulent activity on your account.
Did You Know?
You can enroll online, initiate an online transaction inside, check your beneficiaries and more in the Member Portal?
Access the Member Portal HereEnroll:
Enroll in Product- Pension Plan
Enroll in a Product- TDRA 403(b)/Roth 403(b)
Enroll in a Product - 457(b) Plan
Enroll in a Product- Traditional or Roth IRA
Enroll in a Product - Benefit Accumulation Account (BAA)
Transfer or Rollover:
Transfer or Rollover Funds
Deposit:
You can make one-time and reoccurring contributions securely through the Member Portal. All contributions are managed directly with our bank of record, Fifth Third. If you need access to the Member Portal or a paper contribution form, please contact our Member Relations team at 866.495.7322 or by emailing pfcc1@pensionfund.org.
Make a Deposit or Contribution
Withdraw:
Make a Withdrawal or Take a Distribution
Take My RMD or Make a Qualified Charitable Distribution
Tax Withholding
The below are federal tax withholding forms or states that require state tax withholding. This is not intented to be a comprehensive list. It is the member’s responsibility to understand the tax withholding requirements for their state and submit the appropriate paperwork to Pension Fund. We always recommend working with a tax or legal professional when making financial decisions.
Declare or Change Federal/State Tax Withholding
Change Account Info:
Change My Personal Information or Designate a Beneficiary
Apply for Benefits:
At Pension Fund, we want to help you plan for what lies ahead. To assist you in this process, we have created the Member & Beneficiary Resource Guide for understanding your Pension Fund benefits. This guide can be helpful as a tool to communicate with your beneficiaries regarding your wishes and important accounts, assets, and records, or simply in preparation for meeting with a professional advisor
Apply for Retirement or Declare Housing Allowance
Apply for a Spouse Pension, Surviving Child Benefits or Refund of Dues
Beneficiary Forms for Claiming Pension Fund Benefits
Student Gift Resources
Apply for Disability
Learn More:
Below are resources to help you learn more about Pension Fund accounts and other general learning resources.