Get This Amended And Restated Trust Agreement Is Made And Entered Into As Of January 1, 1997 In The

Filling out the THIS AMENDED AND RESTATED Trust Agreement is essential for establishing the terms governing the I.A.M. National Pension Fund. This guide provides a clear and concise method for completing the form online, ensuring that users can navigate with confidence and accuracy.

Follow the steps to successfully complete the Trust Agreement.

1. Click 'Get Form' button to obtain the document and open it in your preferred online editor.
2. Begin by filling in the introductory section, confirming the date, which is January 1, 1997, and ensure you accurately reference the I.A.M. National Pension Fund.
3. Proceed to the definitions section; here, clearly outline terms such as 'Employer', 'Employee', and 'Trustees', ensuring adherence to the definitions provided within the document.
4. In the general provisions article, state the continuation of the fund and its purpose, affirm the irrevocable nature of the trust, and detail the fiduciary responsibilities of the Trustees.
5. After inputting the fiduciary duties, move to the sections relating to contributions from Employers. Ensure to include specific amounts as stipulated in the Collective Bargaining Agreements.
6. Complete the benefits section by detailing the eligibility and duration of benefits for Employees, referencing the Financial limitations as determined by the Trustees.
7. Finalize the document by reviewing all sections for completeness, ensuring no critical information is omitted, and confirm that all parties have acknowledged their agreement by signing where necessary.
8. Once all sections are completed, save changes, and engage the options to download, print, or share the document with relevant parties.

Easily complete your Trust Agreement online and ensure your fund is managed effectively.