Retirement forms


View, download and/or print current versions of AFTRA Retirement Fund forms.
Retirement Plan forms

 Pension Analysis Request Form (version to be submitted online)
 Pension Analysis Request Form
 Designation of Beneficiary Form
 State Tax Withholding Form for Monthly Pension
 Federal Tax Withholding Form for Monthly Pension
 Direct Deposit Authorization Form 
 Tax Withholding Notification and Election

QDRO procedures and model orders

 Retirement Fund procedures for verifying Qualified Domestic Relations Orders
 Qualified Domestic Relations Orders models (two model QDROs for example purposes only)


  Note to View .PDF Files

The best way to print the forms is to download them as PDF files. To open the PDF file you will need Adobe Acrobat Reader which is available free.