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Complete & Print Forms - You can complete most of the forms listed below right on your computer before you print. Simply click on a field in the form and type in the appropriate information. Then print the completed form, sign and mail it to the ABC-NABET Retirement Trust Plan Office. These printable forms are in PDF format. To read and print them, you need the free Adobe Reader (which is probably already installed in your system). Click here if you do not have Adobe Reader installed on your system.

General

  • Change of Address Form - Use this form to update your address on file with the ABC-NABET Retirement Trust Plan.

Legally Required

  • Summary Plan Description (October 2021) - This restatement incorporates changes made to the Plan as a result of 2017-2021 collective bargaining between ABC, Inc. and NABET-CWA, and legal requirements. If you retired or separated from service before October 1, 2021, you should refer to the SPD in effect at the time of your retirement or separation from service. You have the right to request, without charge, a copy of the SPD and SMMs in effect as of the date of your termination of employment or retirement.
  • Federal Form W-4P (2023) - This form is for U.S. citizens, resident aliens, or their estates who are recipients of pensions. Use this form to tell the Plan the correct amount of Federal income tax to withhold from periodic payments.
  • Annual Return/Report of Employee Benefit Plan (2020) - Annual return information about your pension plan that has been filed with the federal government.
  • Single-Employer Defined Benefit Plan (2020) - Actuarial information about your pension plan that has been filed with the federal government.
  • Annual Return/Report of Employee Benefit Plan (2008) - Annual return information about your pension plan that has been filed with the federal government.
  • Single-Employer Defined Benefit Plan (2008) - Actuarial information about your pension plan that has been filed with the federal government.

Applications & Related Forms

  • Application for Retirement Payments - This form is the first step in the retirement application process. Please complete this form and return to the Administrative Office.
  • Automatic Direct Deposit Authorization - Use this form to authorize and request the ABC-NABET Retirement Trust Plan to deposit payments to your account.
  • Optional Forms of Benefit Payment Notice - This notice explains each of the benefit options. You will receive this notice with your Benefit Election Forms, which will be sent to you after the submission of your retirement application.
  • Annuity with 120 Monthly Payments Guaranteed Beneficiary Designation Form - This form must be used if you select the "Annuity with 120 Monthly Payments Guaranteed" option for receiving your pension benefit. On this form you designate your primary and secondary beneficiaries who will receive the remainder of your 120 monthly payments in case of your death.
  • Participant's Election and Spouse's Consent to Waive Joint & Survivor Annuity - According to Federal law, any form of monthly pension benefit other than the Qualified Joint and Survivor Annuity is subject to spousal consent for married participants. This applies only to participants who have been married for one year prior to the date on which the monthly benefit begins to be paid. In order for you to take any of the other optional forms of benefit in this case, you must record this election in this form and your spouse must indicate agreement by signing this form. By law, this form must be signed in the presence of a Notary Public.

Newsletters

  • ReSource - The ABC-NABET Retirement Trust Plan Newsletter, August 2021
  • ReSource - The ABC-NABET Retirement Trust Plan Newsletter, January 2021
  • ReSource - The ABC-NABET Retirement Trust Plan Newsletter, June 2020
  • ReSource - The ABC-NABET Retirement Trust Plan Newsletter, August 2019
  • ReSource - The ABC-NABET Retirement Trust Plan Newsletter, December 2018
  • ReSource - The ABC-NABET Retirement Trust Plan Newsletter, July 2018
  • ReSource - The ABC-NABET Retirement Trust Plan Newsletter, October 2017