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499457v1 - ABC - NABET - Application Forms 01280 001

499457v1 - ABC - NABET - Application Forms 01280 001 2025

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The document is an application form for retirement payments under the ABC-NABET Retirement Trust Plan. It requires personal and employment information from the applicant, including details about their retirement date, marital status, and type of pension they are applying for. The form also includes sections for beneficiary designation and supplementary retirement benefits. Applicants are instructed to return the completed form to the fund office promptly.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out your personal information in Section I. Enter your name, Social Security number, date of birth, intended retirement date, address, and telephone number. Ensure you attach a certified copy of your birth certificate.
In Section II, provide your employment information. Fill in the starting date as a Regular Employee under NABET and any prior employment details. Include dates for any leaves of absence or breaks in service.
For Section III, check the appropriate box indicating the type of pension you are applying for based on your eligibility.
In Section IV, designate your anticipated beneficiary. If married, ensure that your spouse is listed unless consent is provided for another beneficiary.
Complete Section V if applicable, regarding supplementary retirement benefits and contact Putnam Investments if needed.
Finally, sign the application in Section VII and note the date received by the Fund Office.

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