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Retirees - Forms and Publications
FormWhat is this for?
2010 W-4P
12/28/2009
To change your federal withholding amount for pension or annuity payments. 
Designation of Beneficiary for the Retired Death Benefit
6/18/2010
To name designated beneficiaries for the Retired Death Benefit. 
Electronic Deposit of Annuity Payments
5/20/2010
To authorize the Fund to have your annuity payments sent directly to your bank account. 
Qualified Domestic Relations Order Procedures
7/15/2009
Procedures for filing and having approval of a QDRO with the Fund. 
Request for Release of Information to a Third Party
6/30/2010
To authorize a representative to receive your personal information from the Fund. 
Social Security Request for Earnings
7/1/2006
To receive an estimate of social security benefits you may be eligible for. 
YRF Retiree Emergency Assistance Grant Application
3/10/2010
YMCA retirees who find themselves in a financial crisis may apply for one-time financial support from the YMCA Retirement Fund. 

For a Withdrawal Form, go to Your Accounts.



Publications

  AYR News
News from local chapters of the Association of YMCA Retirees (AYR).

  Fund Reports  8/20/2010  
Download Annual and Mid Year Reports, Actuary and Auditor Reports, and Portfolios of Investments.

  Fund Snapshot  8/31/2010  
Background and history of the YMCA Retirement Fund.

  Plan Document: Retirement Plan  5/26/2010
Restated Effective June 30, 2006 (Including Amendments through July 1, 2010)

  Plan Document: Tax-Deferred Savings Plan  5/26/2010
Restated Effective January 1, 2009 (Including Amendments through July 1, 2010)


Forms and publications are in PDF format and require Adobe Acrobat software.

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