Forms and Publications

Form	What is this for?

2009 W-4P 1/7/2009	To change your federal withholding amount for pension or annuity payments.

Designation of Beneficiary for the Retired Death Benefit 5/23/2007	To name designated beneficiaries for the Retired Death Benefit.

Electronic Deposit of Annuity Payments 10/3/2008	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 10/16/2009	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 Assistance Grant Application 11/20/2009	To apply for financial support of up to $1,000 for any retiree or beneficiary who is receiving an annuity from the YMCA Retirement Fund

Publications

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

Claims Procedures 9/26/2008
An overview of the claims procedures with respect to the Retirement Plan and Savings Plan.

Fund Reports 8/20/2008
Download Annual and Mid Year Reports, Actuary and Auditor Reports, and Portfolios of Investments.

Fund Snapshot 9/8/2009
Background and history of the YMCA Retirement Fund.

Plan Document: Retirement Plan 8/10/2009
Restated Effective June 30, 2006 (Including Amendments through July 1, 2009)

Plan Document: Tax-Deferred Savings Plan 9/28/2009

Restated Effective January 1, 2009 (Including Amendments through October 1, 2009)

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