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Application Form – Please click this link to download the application form for pension benefits.

Pension Plan Summary Plan Description (SPD) – The Pension Plan Summary Plan Description provides an explanation of the eligibility rules for various pension benefits.

Retiree Health Plan Summary Plan Description (SPD) – The Retiree Health Plan Summary Plan Description provides an explanation of the eligibility rules of the Retiree Health Plan for participants residing in an HMO service area.

Beneficiary Designation Form – This form allows a Pension Plan participant to designate beneficiaries in the event of the participant's death.

Direct Deposit Form – This form allows a Pension Plan participant to set up an electronic deposit of pension benefits directly to his/her bank account.

Change of Address Form – Please complete this form if you need to change your mailing address or phone number.

Pension Benefit Tax Withholding Form – Please complete this form if you wish to change your tax withholding amounts for Federal or CA State taxes. For withholding estimates, please contact the Pension Department.


Grace Period Application Forms

Involuntary Unemployment – This Grace Period application form is for participants who were on their Local Union's "Out of Work" list for at least six months during a calendar year.

Disability – This Grace Period application form is for participants who were physically unable to perform sheet metal work for at least six months during a calendar year.

Death Benefit Conversion Form – This form is for participants who qualify to continue their active participant death benefit coverage as retirees.

Retiree Health Plan Application Form – This form is for participants who are eligible to participate in the Retiree Health Plan. Please see the Retiree Health Plan SPD for more information regarding eligibility.

Owner-Operator Agreement – This form is for participants who wish to maintain a qualifying ownership interest in a qualifying Employer while collecting pension benefits. For more information about this provision, please contact the Administrative Office.