Pension Fund

Local Pension

The Local 33 Pension is handled through the Fund Office.  If you have questions or concerns regarding your Local Pension, please contact the Fund Office at 515-243-3246.

• Local 33 Pension SPD

• Local Pension Beneficiary Form

• 2023 Annual Funding Notice

• SMM – In-Service Distributions

National Pension

For information regarding your National Pension please click here or call 800-638-7442.

Local 33 Pension Forms & Information

• Retirement Checklist

• Retirement Benefits Application

• Retirement Declaration

• Notice of Withholding on Distributions

• Deduct Union Dues from Pension

• ACH Health & Welfare Premium Withdrawal from Pension Authorization

• W-9

• Affidavit of Marital Status

• Election to Waive the 30-Day Waiting Period

• Election to Waive the Qualified Joint and Survivor Annuity (QJSA) – 50%

• Election to Waive the Qualified Joint and Survivor Annuity (QJSA) – 75%

• Election to Waive the Qualified Joint and Survivor Annuity (QJSA) – 100%

• Request for Direct Rollover

• Qualified Joint and Survivor Spousal Annuity (QJSA) Notice

• Definition of Retired and Disqualifying Employment

• Retiree Waiver to Decline Coverage

• Delayed Retirement Notice

• Relative Value of Benefit Payment Options

• Partial Lump-Sum Option Examples

• Level Income Option Examples

• Your Rollover Options