Spanish 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 a Product - Pension Plan (Spanish)
Enroll in a Product - TDRA 403(b)/Roth 403(b) (Spanish)
Enroll in a Product- Traditional or Roth IRA (Spanish)
Enroll in a Product - Benefit Accumulation Account (BAA) (Spanish)
Transfer or Rollover:
Transfer or Rollover Funds (Spanish)
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.
Withdraw:
Make a Withdrawal or Take a Distribution (Spanish)
Tax Withholding
The following are federal tax withholding forms or states that require state tax withholding. This list is not intended to be comprehensive. It is the member’s responsibility to understand the tax withholding requirements for their state and to submit the appropriate paperwork to Pension Fund. Please note that Pension Fund does not provide translated forms, as we refer you to the state or federal forms managed by those entities. We always recommend consulting 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 (Spanish)
Apply for Benefits:
Apply for Retirement or Declare Housing Allowance (Spanish)
Apply for a Spouse Pension, Surviving Child Benefits or Refund of Dues (Spanish)
Beneficiary Forms for Claiming Pension Fund Benefits (Spanish)
Student Gift Resources (Spanish)
Learn More:
Below are resources to help you learn more about Pension Fund accounts and other general learning resources.