Trades retirement application 2026

1. Click ‘Get Form’ to open the trades retirement application in the editor.
2. Begin by filling out your personal data in Section 1. Enter your name, phone number, address, date of birth, Social Security Number, and email address. Ensure all information is accurate for processing.
3. In Section 2, select the form of benefit you are applying for: Financial Hardship, Inactive, or Retirement. Provide the necessary details and check the appropriate box based on your situation.
4. Complete Section 3 by designating a beneficiary. Fill in their name, relationship to you, and contact information.
5. Indicate your marital status in Section 4 by checking the appropriate box and attaching any required proof as specified.
6. Choose your preferred form of payment in Section 5. Review options like Lump Sum or Fixed Monthly Annuity and provide any additional information if needed.
7. If applicable, complete Section 6 for spouse authorization. This must be notarized if you do not wish to receive benefits in a Joint and Survivor Annuity form.
8. Finally, review all sections for completeness before submitting your application through our platform.

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