The SPD summarizes the key provisions of the Plan and includes important information about your benefits from the Plan.
The Annual Funding Notice provides basic financial information regarding the Plan and informs you of the funding of the pension plan.
Complete a Distribution Application. You should notify the Fund Office approximately six months in advance of the date you plan to retire. Please complete the forms and mail along with any noted documentation to the Fund Office.
Complete a Direct Deposit Form and return it to the Fund Office.
To change the amount of the taxes withheld from your pension payment, complete a Tax Withholding Form and return it to the Fund Office.
Complete a Beneficiary Designation Form and mail to the Fund Office.
Your surviving spouse or beneficiary may be entitled to a Death Benefit if you pass away prior to receiving benefits from the Plan. The form, amount and commencement date of the benefit payments depend upon various factors, including the date of your death.
If you divorce (whether before or after retirement), your spouse may be entitled to receive a portion or all of your pension benefit in accordance with the terms of a Qualified Domestic Relations Order (QDRO). Under the terms of a QDRO, certain payments could be made from your benefits to pay alimony, child support, or marital property rights to your former spouse, child, or other dependent. If you divorce, you must contact the Fund Office to ensure your benefits are paid properly. You may also want to submit an updated Beneficiary Designation Form.
A QDRO may affect the amount of pension benefit you will receive or are receiving. A copy of the Fund’s procedures for handling QDROs will be provided to you free of charge, upon request. If you have questions about QDROs, please contact the Fund Office.
If you have any questions about your pension benefits, contact the Fund Office at (816) 756-3313 or toll free at (866) 756-3313.
Complete a Change of Address Form. You may print and complete the form, or you may contact the Fund Office and a form will be mailed to you.
Complete a Name Change Form. You may print and complete the form, or you may contact the Fund Office and a form will be mailed to you.
Link to the St. Louis - Kansas City Carpenters Regional Council Website
Link to the Mid-America Carpenters Regional Council Website