Forms and Publications

Form	What 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.