Retirement forms

Retirement forms

View, download and/or print current versions of AFTRA Retirement Fund forms.

Retirement Plan forms

Pension Analysis Request Form (version to be submitted online)

Pension Analysis Request Form

Designation of Beneficiary Form

State Tax Withholding Form for Monthly Pension

Federal Tax Withholding Form for Monthly Pension

Direct Deposit Authorization Form

Tax Withholding Notification and Election

QDRO procedures and model orders

Retirement Fund procedures for verifying Qualified Domestic Relations Orders

Qualified Domestic Relations Orders models (two model QDROs for example purposes only)

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.

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Legal Notices

Deferring your benefits to age 72 will affect the adjustment to your accrued benefits

Jun 24, 2021, 07:26 AM by sh

Summary: For participants who defer the start of their retirement benefits beyond age 65 up until age 72, their accrued benefit will continue to be actuarially increased until they reach the new Required Minimum Distribution age of 72
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2020 Earnings Statement Issued

May 11, 2021, 17:24 PM by sh

Summary: Performers are encouraged to review and verify the accuracy of information on their Earnings Statements upon receiving the statements in the mail.
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