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Legally Required

  • Summary Plan Description (February 2015) - Updated description of the ABC-NABET Retirement Trust Plan which incorporates changes made to the Plan as a result of 2013 collective bargaining between ABC, Inc. and NABET-CWA, and legal requirements. Please read this booklet carefully because it summarizes the most important features of the Plan.
  • Federal Form W-4P (2018) - 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 (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 - Form A - This form allows you to get the Administrative Office to calculate the amount of your monthly benefit under each of the optional forms. If you are considering any of these optional forms of payment, you will want to get this information before you complete the other steps in the retirement application process.
  • ABC-NABET Retirement Trust Plan Application For Retirement Payments - Once you have decided which form of monthly benefit you wish to receive, complete this form.
  • Explanation of Forms of Benefit Payment - This explains each of the forms of benefit. As part of the retirement application process, you must sign this acknowledgment that you have received this information.
  • Application For Retirement Payments - Form B - 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.


  • 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


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