The Fund Office is back open. Our file transfers and login portals are now operational.

Forms & Docs

Below you'll find forms and docs for HRA, 401(k) and PIUMPF Pension Funds.



Form Name Form Category Download
401(k) 5500 Annual IRS return/report for Employee Benefit Plans Category: 401K
401(k) Model QDRO Language Category: 401K Download
401(k) Plan Document Document detailing the specifics of the plan. Category: 401K
401(k) Policies - Delinquent Contributions Category: 401K Download
401(k) QDIA Notice Qualified Default Investment Alternative Category: 401K Download
401(k) QDRO Review Procedures Category: 401K Download
401(k) Summary Annual Reports (SAR) Yearly financial statements Category: 401K
401(k) Summary Plan Description (SPD) Category: 401K Download
401(k) Trust Agreement Category: 401K Download
HRA 5500 Annual IRS return/report for employee benefit plans Category: HRA
HRA 990 IRS form for annual returns Category: HRA
HRA Attestation Form This should have been mailed out to you. You can download it, fill it out, and upload it in our secure HRA portal. Category: HRA
HRA Claim Form - Recurring and Third Party If we pay your monthly insurance premium on a recurring basis, use this document. Preferred method: After filling out, you can send it to us on our secure HRA web portal. Category: HRA Download
HRA Continued Coverage for Disabled Child If your child is over 26 and is disabled, they can still be covered under the parent's HRA. Preferred method: After filling out, you can send it to us on our secure HRA web portal. Category: HRA Download
HRA Denial Codes Listing of denial codes Category: HRA Download
HRA Dependent Change Form If you have to add a dependent, the easiest route is to enter the information directly in the HRA web portal. When there is a new marriage, we need a copy of the marriage certificate. Please note: for a baby, we don't need any additional paperwork along with this. Category: HRA Download
HRA Enrollment Form This form is usually provided by your employer and you wouldn't need it unless you were specifically directed to fill one out. Category: HRA Download
HRA Examples of Ineligible Expenses This doc links to the IRS website for more detailed information. Category: HRA Download
HRA Examples of Medical Expenses Requiring Diagnosis Letter Category: HRA Download
HRA HIPAA Privacy Practices Notice Category: HRA Download
HRA Legal Name Change Form Preferred method: After filling out, you can send it to us on our secure HRA web portal. Please note: If marriage, provide marriage certificate. If divorce, provide divorce decree. Category: HRA Download
HRA Mandatory Direct Deposit Notice Category: HRA Download
HRA Medicare Drug Coverage Disclosure Category: HRA Download
HRA Notice of Non-Creditable Coverage A notice regarding prescription drug coverage and medicare. Category: HRA Download
HRA One-Off Claim Form Most often, this is the one you need, for one-off health expenses you need a payment for. Preferred method: After filling out, you can send it to us on our secure HRA web portal. Category: HRA Download
HRA Opt Out Form If you don't want to use your HRA, this is the form to use. Category: HRA Download
HRA PHI Release Form Authorization to release personal health information. Preferred method: After filling out, you can send it to us on our secure HRA web portal. Category: HRA Download
HRA Privacy Notice Category: HRA Download
HRA Summary Annual Reports (SAR) Summary Annual Reports (Financial) Category: HRA
HRA Summary of Benefits and Coverage Category: HRA Download
HRA Summary Plan Description (SPD) Category: HRA Download
HRA Women's Health & Cancer Rights Notice Category: HRA Download
PIUMPF Pension 5500 Annual IRS return/report for employee benefit plans. Also includes 104d notice Category: Pension
PIUMPF Pension Annual Funding Notice Financial report and funding status Category: Pension
PIUMPF Pension Plan Detailed document for PACE Pension plan Category: Pension
PIUMPF Pension Realty Form 990 Category: Pension
PIUMPF Pension Summary Plan Description (SPD) Summary of PIUMPF pension plan Category: Pension
PIUMPF QDRO Procedures and Model Category: Pension Download
SMS Terms Privacy Policy Category: HRA, 401K, Pension Download
PIUMPF Pension Direct Deposit Form Call instead for this request: 800.474.8673 Category: Pension Call Instead
PIUMPF Pension 1099 To get access to this form, please access the portal. If you need help, please call 1-800-251-4107 Category: Pension Access Portal
PIUMPF Pension Change of Address Form Call instead for this request: 800.474.8673 Category: Pension Call Instead
PIUMPF Pension Annual Benefits Statement To get access to this form, please access the portal. If you need help, please call 1-800-251-4107 Category: Pension Access Portal