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 2021 (July 1, 2021 – June 30, 2022)
Plan Documents and Previously Issued Filings
- Annual Funding Notice for Plan Year July 1, 2021 through June 30, 2022
- SMM for January 1, 2014 Restatement of Plan (Fund Name Change)
- Summary Plan Description – 12.2022
- Notice of Changes to the Summary Plan Description – Revised 12.2017
- Plan Summary Report for Plan Year July 1 2017 – June 30 2018
- Plan Summary Report for Plan Year July 1 2018 – June 30 2019
- Plan Summary Report for Plan Year July 1 2019 – June 30 2020
- Plan Summary Report for Plan Year July 1, 2020 – June 30, 2021
- Annual Funding Notice for Plan Year 07.01.2017 – 06.30.2018
- Annual Funding Notice for Plan Year 07.01.2018 – 06.30.2019
- Annual Funding Notice for Plan Year 07.01.2019 – 06.30.2020
- Annual Funding Notice for Plan Year 07.01.2020 – 06.30.2021
- PPA Funded Status Notice for 2018-2019 Plan Year
- PPA Funded Status Notice for 2019-2020 Plan Year
- PPA Funded Status Notice for 2020-2021 Plan Year
- Listing of Local Pension Plans that have merged with PPNPF
- Organizations Participating in the National Pension Fund on a Non Standard Basis – 09.2018
