These links are provided as a convenience and for informational purposes only and do not constitute an endorsement by the Stationary Engineers Local 39 Trust Funds.  The Stationary Engineers Local 39 Trust Funds bear no responsibility for the accuracy, legality, or content of the external site or for that of subsequent links.  Contact the external site for answers to questions regarding its content.

AARP
https://www.aarp.org/

Employee Benefits Security Administration (EBSA)
https://www.dol.gov/agencies/ebsa

Internal Revenue Service

https://www.irs.gov/

Medicare
https://www.medicare.gov/

Pension Benefit Guaranty Corporation (PBGC)
https://www.pbgc.gov/

Social Security Administration
https://www.ssa.gov/

UA Plumbers and Steamfitters Local 159

http://www.ualocal159.org/

U.S. Department of Health & Human Services

https://www.hhs.gov/

United States Department of Veterans Affairs
https://www.va.gov/

Plan Documents & Amendments

Defined Benefit Plan – SPD & Formal Plan Rules

Amendments 1 – 10

Amendments 11 - 20

Summary of Material Modifications

March 2023 SMM – Change to Benefit Credit Amount

Applications

Pension

Pre-Retirement Death (Non-Spouse)

Pre-Retirement Death (Spouse)

Forms

Change of Address

Direct Deposit

QDRO Procedures

Sample QDRO

Federal Withholding (W-4P)
State Withholding (DE-4P)

Notices

2022 Annual Funding Notice

Some PDF forms on this site are fillable online.  You can type information directly onto the PDF.

By default, Firefox does not currently support forms in fillable format.  To use this feature, view the site in Chrome or Microsoft Edge.