Federal Income Tax Withholding - Use this form to tell the Plan the correct amount of Federal income tax to withhold from your pament(s).

IRA Distribution - If you would like to have all or a portion of your Carpenters Individual Account Pension Plan transferred to am Individual Retirement Account (IRA) or to another qualified plan, please, complete this form in its entirety and return it to the Trust Office with your election form.

Application For Direct Deposit - To apply for Direct Deposit you must complete this form and mail it to the Trust Office.

401(a) Supplemental Contribution Enrollment - This enrollment form is used to request 401(a) supplemental contributions under the Carpenters of Western Washington Individual Account Pension Plan.

Special Tax Notice Regarding Plan Payments - This notice explains how you can continue to defer federal income tax on your retirement savings in the Plan and contains important information you will need before you decide how to receive your Plan benefits.

Disability Retirement Questionnaire - Use this form to declare disability.

Disability Retirement Questionnaire - Two-Year Follow-Up - Use this form to declare disability - two-year follow-up.

Disability Leave of Absence Questionnaire - Use this form to declare disability during leave of absence.

Washington Uniform Transfer to Minors - This form is used to transfer death benefits of Trust Participants to minors.

Retroactive Payment - CRP - If the Election of Retirement Benefits form was provided to you after the retirement effective date requested by you on your application, you must make an affirmative election to commence benefits retroactive to the retirement effective date that requested. To make this election, please fill out this form.

Rule of 80 and ADEA/OWBPA Statement - This form contains a statement of understanding for the Rule of 80.

Disability Retirement Questionnaire - Follow Up - This is a follow-up questionnaire for disability retirement.

Form W-4P - This form is for U.S. citizens, resident aliens, or their estates who are recipients of pensions, annuities (including commercial annuities), and certain other deferred compensation. Use Form W-4P to tell payers the correct amount of federal income tax to withhold from your payment(s).

Self-Contribution Coverage Information Letter - This letter contains information on eligibility, duration, and rights for six months of Self-Contribution Coverage.

QDRO Enrollment Card | Alternate Payee - This is an enrollment card for an Alternate Payee. Please complete this form in its entirety and return it to the Trust Office as soon as possible.

Model QDRO - Pre-Retirement - This sample will help an attorney create a QDRO which will be acceptable to the Plan for Pre-Retirement.

Model QDRO - Post-Retirement - This sample will help an attorney create a QDRO which will be acceptable to the Plan for Post-Retirement.

Model QDRO - Pop Up - This sample will help an attorney create a QDRO which will be acceptable to the Plan for Pop Up.