Retirement forms

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View, download and/or print current versions of AFTRA Retirement Fund forms.
 
Retirement Plan forms
html_icon Pension Analysis Request Form (version to be submitted online)
PDF icon Pension Analysis Request Form (pre-printed version)
PDF icon Designation of Beneficiary Form
PDF icon State Tax Withholding Form for Monthly Pension
PDF icon Federal Tax Withholding Form for Monthly Pension
PDF icon Direct Deposit Agreement Form
PDF icon Tax Withholding Notification and Election
 
QDRO procedures and model orders
PDF icon Retirement Fund procedures for verifying Qualified Domestic Relations Orders
 MS Word icon Qualified Domestic Relations Orders models (two model QDROs for example purposes only)     

PDF icon Note to View .PDF Files

The best way to print the forms is to download them as PDF files. To open the PDF file you will need Adobe Acrobat Reader which is available free.