Welcome to the Fund Office website.
Forms
| Form Name | Description | Form Category | Download |
|---|---|---|---|
| 401(k) QDRO Form Model | 401K |
|
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| Authorization Agreement for Direct Payments | MassMutual's form for automatic Loan Payments | 401K |
|
| Beneficiary Designation | Form for adding a beneficiary | 401K |
|
| Catch up Contribution Change Form | Election form participants 50 or over who can contribute additional funds over standard IRS limit | 401K |
|
| Investment Election Form | 401K |
|
|
| Rollover Statement | 401K |
|
|
| Savings Contribution Form | Form to specify or change rate contribution | 401K |
|
| Spanish - Beneficiary Designation | Form for adding a beneficiary. | 401K |
|
| Spanish - Savings Contribution Form | Form to specify or change rate contribution | 401K |
|
| Waiver of QPSA | Form for participant's spouse to waive rights to the preretirement survivor annuity | 401K |
|
Homepage - Announcements
USW HRA: Summary of Material Modifications 3.17.2021 Now Available
Click Here
Welcome to the Fund Office!
USW Benefit Funds comprises three Taft-Hartley Trusts:
- The PACE Industry Union-Management Pension Fund (PIUMPF)
- The USW Industry 401(k) Fund
- The USW HRA Fund
Each Fund is governed by a Board of Trustees with both labor and management. All must be negotiated and must be included in the collective bargaining agreement.