FORMS


HOME BENEFIT UPDATES WELFARE PLAN DENTAL BENEFITS FORMS LINKS NEWSLETTERS FAQ'S CONTACT US

PENSION FORMS

Direct Deposit Form

Direct deposit automatically transfers your distribution to your financial institution.

Use this form only if you retired on or prior to December 31, 2007.

 

Debit Authorization Form

Direct deposit automatically transfers your distribution to your financial institution.

Use this form only if you retired on or after January 1, 2008.

 

Change of Beneficiary

Members can change the beneficiary with regards to their pension.

 

Member Change of Address Form

Member can notify the Fund's of a new address.

 

 

 

 

The forms are in PDF format. To download

Adobe Acrobat Reader for free, click the link below.

Get Acrobat Reader Web logo

 

WELFARE FORMS

Member Update Form (Claim Form)

Each member must complete a member update form each calendar year.

 

Disability Claim Form (Weekly Income)

Members can use this form to file for weekly income benefits if you become disabled.

 

Prescription Drug Claim Form

Use this form to seek reimbursement on prescription drugs that you have paid out of your pocket.

 

LDI Mail Order Drug Claim Form

Mail order for long-term maintenance drugs. After you have gotten two consecutive

30-day fills of a prescription at a retail pharmacy you may begin to take advantage

of the mail-order program.

 

Notice of Privacy Practices

In compliance with HIPAA, this Notice describes your rights concerning your health information, and describes our practices related to your health information. Please take the time to review this Notice carefully.

 

Authorization To Release Health Information

One of the most significant effects of the new privacy laws is that the Welfare Fund may no longer discuss your health information (including eligibility information) with your family members without your specific written authorization. For example, without authorization, we will not be able to discuss your health information with your spouse. Please have each family member that is 18 years old and over complete an authorization.

 

Student Verification Form

The Trust now requires completion of a Student Verification Form by the member and a school representative. All eligibility rules are included on the top of the form. In addition, please refer to the FAQ's page for more on this topic.

 

Member Change of Address Form

Member can notify the Fund's of a new address.

 

 

If you would like to request documents from our office, please complete and submit the following form.

   

r                Participant's ID

        

Participant's Last Name         Participant's First Name       Middle Initial

          

Street Address                      City                                    State       Zip Code
            Welfare Documents

           Welfare Summary Plan Description  (SPD)        Supplemental SPD (Dental & Vision)

           Annual Update Form (Claim Form)                    Weekly Benefits Disability Form           Medical Identification Cards

           Prescription Identification Cards                        Dental Identification Cards

            Pension Documents
            Pension Summary Plan Description  (SPD)


Important Note: The information on this website is here for your convenience. The information here is a summary of the provisions of the official documents that govern the operation of the Pension and Welfare Plans and the benefits provided by the Pension and Welfare Plans. Those official documents include the Trusts Agreements, the Summary Plan Descriptions, the Summaries of Material Modifications that are published in the newsletter and other written policies, rules and guidelines. While we have attempted to insure that the information this website is as accurate as possible, in the event there is any conflict or disagreement between the information set out here and the information contained in the official documents, the terms of the official documents will control. As always, if you have any questions regarding the operation of the Plans or about your benefits, please feel free to call the Fund Office at (314) 739-6442.

 

District No. 9, I. A. of M. & A. W. Pension & Welfare Trusts

12365 St. Charles Rock Road

Bridgeton, MO  63044

phone (314) 739-6442, toll free 1-888-739-6442

pension fax (314) 770-1103, welfare fax (314) 739-2374

hours Monday - Friday from 9:00 am till 5:00 pm