UA National Pension Fund Plan Documents and Information
The United Association National Pension Fund office is happy to assist you with all requests you have regarding plan documents.
This page of our website is designed to give you immediate access to the plan documents and other plan information most often requested.
If you cannot find the document(s) you are looking for, or have additional questions related to the items below, please contact our office.
Local Union Forms
- Beneficiary Designation Form
- Participant Change of Address Form
- Direct Deposit Authorization Form
- Employment History Form
- PEERS Mandate Letter
- UANPF Application Packet
- (SFPA)Standard Form of Participation Agreement
- VA-4P
- W-4P
- W-4R
- Report of Summary Plan Information, ERISA 104(d) for Plan Year 2022 (July 1, 2022 – June 30, 2023)
Plan Documents and Previously Issued Filings
- Summary Plan Description – 12.2022
- Summary of Material Modification (SMM) to Plan (2014 Restatement) – October 2024 (Lump Sum Payment of Small Benefit Amounts and Recoupment of Overpayment for Working Pensioner)
- Summary of Material Modification (SMM) to Plan (2014 Restatement) – October 2023 (Change in Required Beginning Date – age 73)
- Summary of Material Modification (SMM) to Plan (2014 Restatement) – March 2022 (Benefit Improvements)
- Summary of Material Modification (SMM) to Plan (2014 Restatement) – October 2021 (Fund Name Change)
- Summary of Material Modification (SMM) to Plan (2014 Restatement) – October 2020 (Change in Required Beginning Date – age 72)
- Full Text of the Plan – 10.2024
- Trust Agreement – Restated 02.2021
- Pension Benefit Application Guide – 11.2023
- QDRO Booklet_Includes Procedure and Model Orders – 06.2023
- Pension Benefit Payment Guide – 11.2023
- Definition of Retired and Disqualifying Employment
- Summary on Suspension of Benefits – 11.2023
- Summary on Recovery from Disability – 11.2023
- Addendum for Plan Schedules of Benefits – Form #25 – 07.2012
- Participating Local Unions – 02.2024
- UANPF Reciprocity – 07.2021
- Annual Funding Notice for Plan Year 07.01.2023 – 06.30.2024
- Annual Funding Notice for Plan Year 07.01.2022 – 06.30.2023
- Annual Funding Notice for Plan Year 07.01.2021 – 06.30.2022
- Annual Funding Notice for Plan Year 07.01.2020 – 06.30.2021
- Annual Funding Notice for Plan Year 07.01.2019 – 06.30.2020
- Annual Funding Notice for Plan Year 07.01.2018 – 06.30.2019
- PPA Funded Status Notice for 2020-2021 Plan Year
- PPA Funded Status Notice for 2019-2020 Plan Year
- PPA Funded Status Notice for 2018-2019 Plan Year
- Plan Summary Report for Plan Year July 1, 2022 – June 30, 2023
- Plan Summary Report for Plan Year July 1, 2021 – June 30, 2022
- Plan Summary Report for Plan Year July 1, 2020 – June 30, 2021
- Plan Summary Report for Plan Year July 1, 2019 – June 30, 2020
- Plan Summary Report for Plan Year July 1, 2018 – June 30, 2019
- Plan Summary Report for Plan Year July 1, 2017 – June 30, 2018
