Get Local 966 Pension Fund

Filling out the Local 966 Pension Fund application for retirement benefits can seem overwhelming, but with clear guidance, you can complete the form accurately and efficiently. This guide will provide step-by-step instructions to help you navigate each section of the application with confidence.

Follow the steps to successfully complete your application.

1. Press the ‘Get Form’ button to access the application form you need. This will allow you to open the form and begin the filling process.
2. Carefully read and complete all sections of the application, starting with Section I, where you will select the type of benefit you are applying for. Check either 'Normal Retirement' or 'Early Retirement', and indicate the effective month and year.
3. In Section II, enter your personal information, including your name, social security number, address, date of birth, telephone number, marital status, the name of your spouse (if applicable), and their social security number and date of birth.
4. Move to Section III to choose your form of payment. Check the box next to your preferred option, reviewing the details of each available annuity type before making your selection.
5. Proceed to Section IV, where you will determine your federal income tax withholding preferences. Indicate how much tax you would like withheld or if you choose not to have any withholding.
6. In Section V, provide information for direct deposit arrangements if you wish to have your payments sent directly to your bank account. Include the bank's name, account number, type of account, and address.
7. Finally, complete Section VI by signing the application as the applicant and have your spouse sign if applicable. A Notary Public needs to witness the signatures, so ensure that this step is completed correctly.
8. Once all sections are filled out, review your application for accuracy. You can then save changes, download, print, or share the form as needed.

Complete your Local 966 Pension Fund application online today for a seamless retirement benefits process.