Please choose a form below to download.
Beneficiary Designation Form
In order to be valid, this form must be completed, signed, and received by the Plan Administrator prior to the death of the Participant.
HRA Monthly Premium Election Form
Heath Reimbursement Arrangement (HRA) Claim Form for Authorization of Automatic Monthly Premium or Retiree Premium Payments
Short Term Disability Report
Please fill this form out to apply for short term disability benefits.
PHI and Designated Rep Form
Designation of authorized representative and protected health information authorization form.
Subrogation Agreement and Questionnaire
Subrogation Agreement and Questionnaire Concerning Insurance Coverage and Third-Party Responsibility.
Please choose a form below to download.
Beneficiary Form
Complete this form to designate beneficiaries for the IBEW Local 347 Retirement and 401(k) Plan.
Distribution Application
- request a rollover to an IRA with The Principal
- request a roll over to an IRA to another eligible retirement plan
- request a single cash payment from your retirement funds
- indicate that you choose to leave your retirement funds in your former employer’s plan
- to request regular income based on the annuity options under the plan
Complete this form for the following:
Statement of Retirement
Complete this form to notify the IBEW Local #347 Retirement and 401 (K) Plan of your retirement
Death Benefit Claim Form
This form is to be completed by the beneficiary who is claiming benefits under this retirement plan. If there is more than one beneficiary, each must complete a separate Death Benefit Claim Form.
Statement of Hardship
Complete this form to provide notification that you have an immediate and heavy financial need
Hardship Application
Complete this form to withdraw part of your retirement funds while still employed.