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Insurance Supplemental Medical Pension Annuity Annuity  
General/Other What's New Annual Notices EAP/Smoking Cessation    

ANNUITY: click to download form

  1. Annuity Forms

    1. UNEMPLOYMENT DRAW APPLICATION ELECTION rev 6-7-2010

    2. Unemployment Draw Monthly Continuation

    3. Unemployment Draw Instruction

    4. Retiree Quarterly Draw Request

    5. Annuity Beneficiary Form

    6. Annual Election to Change Retiree Quarterly Distributions

    7. B-Rate Election Form



    Annuity Summary Plan Description

    1. Annuity SPD 2004 (7-1-04 final).pdf

    2. Summary Material Modifications (SMM), dated2-28-06


  2. Summary Annual Report for Annuity Fund FYE 3.09

  3. Annuity News & Information

    1. Putnam Contact Information

    2. Annuity Summary Plan Description


  4. Segal Semi-Annual Performance Review March 2009

  5. Segal Semi-Annual Performance Review - March 2008

  6. Manning & Napier Annuity Withdrawl Calculator

IBEW Local #86 Benefits Fund Office • 2300 E. River Road • Rochester, NY 14623
Telephone: (585) 235-1510 • 888-511-7393• Fax: (585) 436-1649

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