Forms and Documents
Pension Forms and Documents
Message Center
The fastest way to send in your documents is through our secure Message Center. Registered users can log in to upload forms and attach all required documentation. If your form requires a signature, you must print, sign, and then upload the signed page.
Death Notice
If you become aware of the death of any person receiving pension benefits from the Pension Fund, please notify the Pension Fund immediately by calling 1-800-323-5000 or by filling out the Death Notification Form and returning it to us.
Direct Deposit
Direct deposit to your bank account is the fastest and most convenient way to receive your pension check. Avoid the trip to the bank and sign up today.
To enroll:
- Complete the Direct Deposit Form
- Include a voided check or a pre-printed savings deposit slip
- Return the form and the voided check or a pre-printed savings deposit slip to:
Central States Pension Fund
P.O. Box 5113
Des Plaines, IL 60017-5113
Or fax to: (847) 518-9791
Download your 2023 Pension Check Schedule
Disability Benefits
You are eligible for a Monthly Disability Benefit if you become totally and permanently disabled before your 62nd birthday and before you have three or more consecutive One-Year Breaks (if you have worked less than 10 weeks in one calendar year); and you have 10 or more years of credit as of the date you become disabled.
Please fill out and return the Disability Application to begin the process.Divorce/QDRO
We have provided pre-approved sample model language which can be found below. The language differs depending on whether or not you are currently receiving Retirement Benefits. Please choose the form that applies to your divorce or separation circumstance.
In addition, please see the Procedures for Administering a Qualified Domestic Relations Order
QDRO Language for members who are not retired: QDRO Language for members who are retired:Employment Affidavit
To inquire about additional Service Credit that you may be entitled to, please complete and return the Employment Affidavit Form
Joint and Surviving Spouse Coverage
These payment options provide continued income to a spouse or other beneficiary after your death.
IF YOU ARE SINGLE:
Lifetime Only Option or the Lifetime with Limited Surviving Spouse Option: If you are SINGLE when you retire, your benefit will be paid as a single life annuity under the Lifetime Only Option or the Lifetime with Limited Surviving Spouse Option, depending on the Benefit Class you were at when you retired.
IF YOU ARE MARRIED (CHOOSE ONLY ONE OF THESE THREE OPTIONS):
Joint and 50% Surviving Spouse Option: If you are MARRIED when you retire, the normal form of payment is the Joint and 50% Surviving Spouse Option. The Joint and 50% Surviving Spouse Option provides for a reduced monthly payment for your lifetime so that in the event you die before your spouse, 50% of your reduced monthly benefit will continue to your spouse for the remainder of his or her lifetime. This option is revocable by the member up until 90 days of receiving a pension benefit, and cannot be later revoked or changed under any circumstances. You must include copies of your marriage certificate and your spouse's birth certificate for this option.
Joint and 75% Surviving Spouse Option: If you are MARRIED when you retire, you can elect the Joint and 75% Surviving Spouse Option. The Joint and 75% Surviving Spouse Option provides for a reduced monthly payment for your lifetime so that in the event you die before your spouse, 75% of your reduced monthly benefit will continue to your spouse for the remainder of his or her lifetime. This option is revocable by the member up until 90 days of receiving a pension benefit, and cannot be later revoked or changed under any circumstances. The option is not available for plan members whose death occurs before their retirement date. You must include copies of your marriage certificate and your spouse's birth certificate for this option.
Waiver of Joint and Surviving Spouse Option: If you are MARRIED but do not want either of the joint payment options, you will need a Waiver of Joint and Surviving Spouse Option. The waiver form must be signed by your spouse and notarized, and the Fund will need the original notarized form — faxes will not be accepted. The waiver is revocable by the member up until 90 days of receiving a pension benefit, and cannot be later revoked or changed under any circumstances.
To see if you qualify and view a chart of age adjustment factors, complete the Joint and Surviving Spouse Payment Options at least 90 days (but not more than 180 days) before your retirement date.
Plan Documents
Summary Plan Description - A Summary Plan for members in Benefit Classes 1 through 18+ and who do not meet the requirements for the UPS Summary Plan Description.
UPS Summary Plan Description - A Summary Plan for members whose last hour of service prior to January 1, 2008 was earned while employed by United Parcel Service, Inc.
Pension Plan Document - The Central States, Southeast and Southwest Areas Pension Plan
Trust Agreement - The Central States, Southeast and Southwest Areas Pension Fund Trust Agreement
Reemployment
There are very specific rules regarding employment while receiving a pension. Members need to be aware of the rules and seek approval before accepting a job.
For more information, download the Restricted Reemployment Rules or Reemployment Questionnaire Form
Retirement Benefits
The first step toward receiving your pension retirement benefit is to fill out the application and either print and mail it back or use the Message Center. Everything you need to get started is included in the application, and you must fully complete each section to avoid a delay. We recommend that you send us the application at least 90 days (but not more than 180 days) before your retirement date.
Please fill out the Retirement Benefit Application to begin the process of retirement.
Establish your retirement date using the Retirement Declaration Form
Survivor Benefits
If a member is vested and passes away prior to receiving Retirement Benefits, their spouse or other eligible beneficiary may be able to receive benefits.
Please fill out and return the Survivor Application to begin the process.
Tax Forms
Please complete this form if you wish to change the federal tax withheld from your pension: