ANNUITY: click to download form

A/B Rate

Annul Annuity Election forms are due in the office by April 29, 2012 for A or B rates changes.

This election will be effective May 28, 2012 .

         Annuity Forms

1. Application Unemployment Draw

2. Recertification Unemployment Draw

3. Unemployment Draw Instruction

4. Retiree Quarterly Draw Request

5. Annuity Beneficiary Form

6. Annual Election to Change Retiree Quarterly Distributions

7. Annual B-Rate Election

 

          Annuity Loans - Please contact Mercer at 877Union44

1. Loan Application
2. 1-11 Spousal Consent
   
   

Annuity Summary Plan Description

1. Annuity SPD Jan 1, 2011 (12-20-10)
2. Summary Material Modifications (SMM), dated2-28-06
   

2011 Segal Annual Meeting

IBEW Local No. 86 Annuity Fund November 2011(convert)

Summary Annual Report for Annuity Fund FYE 3.09

Annuity News & Information

Putnam Contact Information

Annuity Summary Plan Description

Segal Semi-Annual Performance Review March 2009

Segal Semi-Annual Performance Review - March 2008

Manning & Napier Annuity Withdrawl Calculator