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Annuity Forms


Please note that at this time, the most dependable way to get an Annuity Distribution application to the Fund Office is to scan and email to:

  FundOffice@FundOneIATSE.com

 

We also have a new cloud fax number which will also be a dependable method for sending us your documents:

Fax to 

(212)247-5227

 

Annuity Distribution Form - Account Balance Less than $5,000

Annuity Distribution Form - Account Balance Greater than $5,000

Physician Certification of Temporary Disability

 (If Temporary disability, return this form with completed Annuity distribution application)

Annuity Distribution Form - For Beneficiary

Annuity Distribution Form: For Hardship

Change of Address Form

Annuity Beneficiary Designation Form

Annuity Non-Spouse Beneficiary Form

News, Notes and Links

    • Visit Empower’s Web Site to get information and manage your Annuity account.
    • Learn more about your eligibility for a annuity distribution.
    • Please note that nothing on this website is intended to interpret, extend or change in any way the provisions expressed in the Summary Plan Description and any other Plan documents. If you have any questions regarding your particular situation, please contact the Fund Office for more information.
 

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