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

New, tax withholding table updated and reflected in April 1, 2021 benefit payments

Apr 1, 2021, 12:13 PM by sh

Summary: Revisions to federal and state tax withholding tables impact select states and reflect in the April 1, 2021 benefit payments.
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Address verification letters mailed to select participants

Feb 26, 2021, 13:59 PM by sh

Summary: The Fund is requesting that you review and confirm your mailing address on file to ensure that you always receive important notices about your benefits.
Full story