A

A

Forms & Documents

Participant & Recipient Forms

Basic Data FormThis form is required for all new participants. Completed form can be sent to CPF via fax or regular mail.Download PDF
Change of AddressYou must notify CPF of all address changes, in writing. Complete this form and send it to CPF via fax or regular mail.Download PDF
Designation of BeneficiaryUse this form to designate a beneficiary for your pension benefits.  This form must be sent via mail.  Faxed Beneficiary forms will not be accepted.Download PDF
Designation of Beneficiary - Alternate PayeeUse this form if you are an alternate payee to designate a beneficiary for your benefits.  This form must be sent via mail.  Faxed beneficiary forms will not be accepted.Download PDF
Estimate RequestUse this form to request an estimate of your pension benefits for retirement.Download PDF
Money Follows Man ReciprocityUse this form to request a transfer of contributions to your home Local pension fund.  Send it to CPF via regular mail.  Faxed Money Follows Man forms will not be accepted.Download PDF
Pipeline Contribution Transfer AuthorizationUse this form to authorize CPF to transfer any and all pipeline pension hours and contributions made to CPF by your employer prior to the date of this authorization to a Local pension fund.  Send it to CPF via fax or regular mail.Download PDF

Affidavit in Support of Application for Disability BenefitsThis form is required for disability benefits applications.  An original, completed, notarized version must be mailed to CPF.  Faxed affidavits will not be accepted.Download PDF
Application for BenefitsUse this form to apply for your benefits.  Please follow the included instructions to ensure timely processing of your application.  We recommend that you begin the application process 90 to 120 days prior to your planned retirement date.  Send your completed application and all required documents as outlined in the instructions to CPF via regular mail.  Faxed applications will not be accepted.Download PDF
Application for Surviving SpouseUse this form to apply for surviving spouse benefits.  A completed, signed original of this form must be mailed to CPF.  Faxed applications will not be accepted.Download PDF
Authorization Form to Release Employment InformationUse this form to authorize release of employment information as part of an application for benefits.  Return your completed form to CPF via fax or mail.Download PDF
Change of AddressYou must notify CPF of all address changes, in writing. Complete this form and send it to CPF via fax or regular mail.Download PDF
Contingent Annuitant ElectionThis form is required to elect a person other than your Qualified Spouse named by you to receive a monthly benefit after your death.Download PDF
Designation of BeneficiaryUse this form to designate a beneficiary for your pension benefits.  If married, your spouse is your primary beneficiary and anyone you designate will be secondary. This form must be sent via mail.  Faxed beneficiary forms will not be accepted.Download PDF
Designation of Beneficiary - Alternate PayeeUse this form if you are an alternate payee to designate a beneficiary for your benefits.  This form must be sent via mail.  Faxed beneficiary forms will not be accepted.Download PDF
Direct Deposit AuthorizationUse this form to authorize CPF to send your benefit payments via Direct Deposit (also know as EFT or ACH) to a bank account of your chosing.  Send your completed form to CPF via mail.  Please note we cannot accept this form by any other means.  Please allow 60 days for this to take effect.Download PDF
Disability Conversion ApplicationUse this form to convert your disability benefit to an early, normal or special retirement benefit.  A signed original form must be mailed to CPF.  Faxed applications will not be accepted.Download PDF
Disability StatementThis form is required for all disability applications.  You must complete your section in it's entirety and you attending physician must complete their section.  When complete mail the signed original form to CPF.Download PDF
Estimate RequestUse this form to request an estimate for retirement.Download PDF
Inability to Obtain Spouse's Consent to Waiver of Qualified Joint & Survivor AnnuityUse this form to certify your inability to obtain your spouse's consent to waiver of qualifed joint and survivor annuity.  Send the completed and notarized form to CPF via mail.  Faxed consent forms will not be accepted.Download PDF
Instructions for Appeal of DenialThese are instructions for appealing the denial of an application.Download PDF
Requirements for Past Service ProofsThis document provides the requirements for obtaining past service credit.Download PDF
Statement of Claim for Death BenefitsUse this form to express your statement of claim for death benefits.  The use of this form will be determined by the Fund Office.  This form must be mailed to the Fund Office.  Faxed claims will not be accepted.Download PDF

2021 Tax WithholdingThe payments you received from the Central Pension Fund are subject to Federal income tax withholding.  Use this form to change your tax withholding election at any time.  Submit this form to CPF by fax or mail.Download PDF
Change of AddressYou must notify CPF of all address changes, in writing. Complete this form and send it to CPF via fax or regular mail.Download PDF
Contingent Annuitant ElectionThis form is required to elect a person other than your Qualified Spouse named by you to receive a monthly benefit after your death.Download PDF
Designation of BeneficiaryUse this form to designate a beneficiary for your pension benefits.  If married, your spouse is your primary beneficiary and anyone you designate will be secondary.  This form must be sent via mail.  Faxed beneficiary forms will not be accepted.Download PDF
Designation of Beneficiary - Alternate PayeeUse this form if you are an alternate payee to designate a beneficiary for your benefits.  This form must be sent via mail.  Faxed beneficiary forms will not be accepted.Download PDF
Direct Deposit AuthorizationUse this form to authorize CPF to send your benefit payments via Direct Deposit (also know as EFT or ACH) to a bank account of your chosing.  Send your completed form to CPF via mail.  Please note we cannot accept this form by any other means.  Please allow 60 days for this to take effect.Download PDF
Disability Conversion ApplicationUse this form to convert your disability benefit to an early, normal or special retirement benefit.  A signed original form must be mailed to CPF.  Faxed applications will not be accepted.Download PDF
Pension Verification FormUse this form to request a pension verification. A signed original form may be mailed or faxed.Download PDF

Model Separate Interest QDROWhile not required, this model may be used in drafting a separate interest QDRO for participants who are not yet receiving pension benefit payments.Download PDF
Model Shared Interest QDROWhile not required, this model may be used in drafting a shared interest QDRO for participants who are retired and receiving a benefit from the Central Pension Fund.Download PDF
Qualified Domestic Relations Order ProceduresInstructions on the Central Pension Fund's procedures for reviewing and approving QDROs.Download PDF

Annual Funding Notice 2021This notice includes important funding information about your pension plan. It also provides a summary of federal rules governing multi-employer plans.Download PDF
Report of Summary Plan InformationA summary of the CPF Pension Plan. This report is provided to participating Local Unions and contributing employers pursuant to Section 104(d) of ERISA.Download PDF
Summary Plan DescriptionA guide to your CPF Benefits. This document explains the general terms and provisions of the Plan.Download PDF
Summary of Material ModificationsSummary of Material Modifications - This notice discusses recent changes in the Fund's Fiduciaries and Directory.Download PDF
Summary of Material Modifications to the Plan of Benefits February 2020Summary of Material Modifications - This notice discusses recent changes in the Benefit Accrual Rate.Download PDF

In order to view or print these documents, you will need a copy of the free Adobe® Acrobat Reader. For those who do not have it, please click HERE to download your own free copy.

Please note that older versions of Internet browsers may not be fully compatible with this website. If you experience problems opening some of these documents consider updating your browser. Search the Internet for instructions on how to update your browser of choice.

Disclaimer

This Internet site is owned and operated by the Central Pension Fund of the International Union of Operating Engineers and Participating Employers (hereinafter “Central Pension Fund”). The materials on this Internet site may be downloaded for PERSONAL USE ONLY. The copying, reproduction, duplication, modification, distribution or disclosure of information contained on this site without the prior written approval of the Central Pension Fund is expressly prohibited. Improper access and use of this Internet site is also strictly prohibited and may subject an unauthorized user to criminal and civil penalties, including indemnification to the Central Pension Fund for losses or damages caused by such unauthorized use including, but not limited to, unauthorized uploading or posting of information and copyright infringement. The materials on this Internet site are provided for informational and educational purposes only. The content of these websites is not, and shall not be construed as, a promise of benefits. All benefits are governed by the terms of applicable plan documents as interpreted by the Board of Trustees. You may use this site to learn about the benefits provided by the Central Pension Fund. However, the Central Pension Fund does not warrant the accuracy or completeness of the information, Internet links, or other items contained on the site. Moreover, the Central Pension Fund expressly disclaims liability for errors or omissions in these materials, and disclaims all warranties, express or implied, including the implied warranties of merchantability and fitness for a particular purpose. In no event shall the Central Pension Fund, or any other third parties mentioned on this Internet site, be liable for any damages arising out of the use, inability to use, or the results of use of this site, any Internet sites linked to this site, or the materials or information contained on all such sites. The Central Pension Fund makes no commitment to update the information contained on this site and, as such, the information on this site is not guaranteed to be current. The Central Pension Fund has provided links to outside sites, but is not responsible for the content or the availability of these sites. The inclusion of such links is neither intended nor understood to constitute any implied or express approval or acceptance of the validity of the information contained on such sites. The information contained on this Internet site does not constitute financial or legal advice. You should not act (or refrain from acting) based upon information on this Internet site without obtaining professional advice regarding your particular facts and circumstances. The Central Pension Fund expressly disclaims all liability with respect to actions taken or actions not taken based on the content of this Internet site. The Central Pension Fund and any entities mentioned herein (including entities for which an Internet link is provided) expressly disclaim all liability for any losses, claims, injuries, or damages-whether direct, indirect, consequential, incidental or otherwise-arising from the use of any information contained on this Internet site. If any provision in this Disclaimer is held to be invalid or unenforceable, the remaining provisions shall continue in full force and effect to the fullest extent possible under the law.