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
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 have opened the form in your browser, you may fill the text in online, but you must print the form to sign and date. The bottom section of the form must be completed by the joint account holder (if applicable) and be accompanied by a pre-printed voided check or deposit slip. The completed form can be mailed to the UANPF Office, Attn: Accounting Department or for a more prompt processing, the completed form can be faxed to 703-519-4487.
W-4P Form
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
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.
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.
Are you looking for a different form?
Click here to find all UANPF provided forms.
- 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
- 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
- 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
