Forms for Benefit Recipients

As a United Association National Pension Fund benefit recipient, we want to provide you with easy access to the documents and forms you may need.

Below are the most common documents and forms that our Benefit Recipients need.

Beneficiary Designation Form

Once you have opened the form in your browser, you may fill the text in online, print, sign, date and mail to the address listed below.

Once you have opened the form in your browser, you may fill the text in online, but you must print the form to sign, date and mail to the UANPF Office, Attn: Accounting Department.

Direct Deposit Authorization Form

Please log in to the secured Benefit Recipient site to download a Direct Deposit form. If you don’t have an account, you can create one by selecting New User. Secured Benefit Recipient Site

Important: Only complete and submit this form if you are already receiving a benefit. When you apply for a pension, this form will be sent to you with the other documents that you will need to complete in order to begin payment.

Once you open the form in your browser, print a copy, fill in the appropriate information, sign, date and mail to the address listed below.

W-4R Form

Once you open the form in your browser, print a copy, fill in the appropriate information, sign, date and mail to the address listed below.

VA-4P Form

Important: You should only complete and submit this form if you are already receiving a benefit. When you apply for a pension, this form will be sent to you with the other documents that you will need to complete in order to begin payment.

Once you open the form in your browser, print a copy, fill in the appropriate information, sign, date and mail to the address listed below.

This Form should only be used if you live in the State of Virginia (VA).

2020 1099-R Instructions

Generally, distributions from pensions, annuities, profit sharing and retirement plans (including section 457 state and local government plans), IRAs, insurance contracts, etc., are reported to recipients on Form 1099-R.

Qualified plans: If your annuity start date is after 1997, you must use the simplified method to figure your taxable amount if your payer did not show the taxable amount in box 2a of the 1099-R Tax Form.