Pension Plan

Do you know who to contact when you retire? This document will help you are ready to begin drawing your pension benefits.

Retirement Checklist

This document contains important information about the various Pension Forms that are available on this website.

Important Information Regarding Pension Forms

Log into your Member Portal to update your address, or

Complete this pdf form to update your address and return it to Carpenters Benefit Office.

Address Change Form

Complete this form to authorize the Pension Fund to directly deposit your pension benefit into a checking or savings account of your choice.

Pension – Direct Deposit Authorization Form

The Pension Direct Deposit Authorization Form may be completed online using our Member Portal.

Complete this form to authorize the Pension Fund to deduct Union Dues from your pension benefit.

Pension – Dues Deduction Authorization Form

The Pension Dues Deduction Authorization Form may be completed online using our Member Portal.

Complete this form to have Federal Income Taxes withheld from your pension benefit.

W4-P Withholding Certificate for Pension or Annuity Payments

The W4-P may be completed online using our Member Portal.

Complete this form to change your St. Louis Pension Benefit beneficiary only if you are receiving a benefit from the Pension Trust Fund of St. Louis that entitles you to appoint a new beneficiary.

Pension Beneficiary Change Form – St. Louis Death Benefits After Retirement

The Pension Post-Retirement Beneficiary Change Form may be completed online using our Member Portal.

This form is for use by unmarried St. Louis Pension participants only. If you are married, in all cases your Eligible Spouse is your beneficiary in the event of your death.

Pension Beneficiary Change Form – St. Louis Pre-Retirement

The Pension Pre-Retirement Beneficiary Change Form may be completed online using our Member Portal.

Checklist for submitting a Qualified Domestic Relations Order (QDRO). Please refer to the above listed “Important Information Regarding Annuity Forms” for more details.

QDRO Checklist

Sample Qualified Domestic Relations Order (QDRO) for members who are already receiving a pension benefit. Please refer to “Important Information Regarding Pension Forms” above for more details.

Sample QDRO – Post Retirement

Sample Qualified Domestic Relations Order (QDRO) for members who are not receiving a pension benefit. Please refer to “Important Information Regarding Pension Forms” above for more details.

Sample QDRO – Pre-Retirement