Participant & Recipient Forms
General (Updates or changes to personal information, estimate requests, reciprocity)
| Basic Data Form | This form is required for all new participants. Completed form can be sent to CPF via fax or regular mail. | Download PDF |
| Change of Address | You 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 Beneficiary | Use 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 Payee | Use 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 Request | Use this form to request an estimate of your pension benefits for retirement. | Download PDF |
| Missing Hours and Contributions | Use this form to report missing hours and contributions. Complete the form and mail it to the Fund office with your supporting documentation. Incomplete submissions will delay resolution of your issue. | Download PDF |
| Money Follows Man Reciprocity | Use 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 Authorization | Use 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 |
Application for Benefits Related
| Affidavit in Support of Application for Disability Benefits | This 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 Benefits | Use 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 Spouse | Use 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 Information | Use 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 Address | You 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 Election | This 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 Beneficiary | Use 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 Payee | Use 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 Authorization | Use 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 choosing. 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 Application | Use 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 Statement | This 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 Request | Use this form to request an estimate for retirement. | Download PDF |
| Inability to Obtain Spouse's Consent to Waiver of Qualified Joint & Survivor Annuity | Use 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 Denial | These are instructions for appealing the denial of an application. | Download PDF |
| Requirements for Past Service Proofs | This document provides the requirements for obtaining past service credit. | Download PDF |
| Statement of Claim for Death Benefits | Use 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 |
Receiving Benefits Related
| 2024 Tax Withholding | The 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 Address | You 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 Election | This 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 Beneficiary | Use 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 Payee | Use 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 Authorization | Use 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 choosing. 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 Application | Use 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 Form | Use this form to request a pension verification. A signed original form may be mailed or faxed. | Download PDF |
QDRO
| Model Separate Interest QDRO | While 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 QDRO | While 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 Procedures | Instructions on the Central Pension Fund's procedures for reviewing and approving QDROs. | Download PDF |
Reporting & Disclosure
| Annual Funding Notice 2024 | This 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 Information | A 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 of Material Modifications Dated December 2024 | This Summary of Material Modifications to the Plan of Benefits dated December 2024 describes the benefit accrual rate change approved by the Board of Trustees. | Download PDF |
| Summary Plan Description | A guide to your CPF Benefits. This document explains the general terms and provisions of the Plan. | Download PDF |
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