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Plan Forms and Documents for Retirees

Plan Forms

Change of Address Form

Beneficiary Designation Form

Automatic Bank Deposit Form

Request for Evaluation of Reemployment

Plan Documents

WCT Pension Plan Document

Summary Plan Description (English Version)
Folleto Resumido del Plan (versión en español)

Summary of Plan Changes (English Version)
Resumen de Cambios del Plan (versión en español)

Highlights of the WCT Pension Trust Fund (English Version)
Características generales de WCT Pension Trust Fund (versión en español)

Your Retirement Benefits

Agreement & Declaration of Trust

Hours Limits Relaxed for Post-Retirement Employment

Notice of Election of Special Funding Rules Under the Pension Relief Act of 2010

IRS Determination Letter dated June 30, 2015

Form 5500 NEW

Audited Financial Statements NEW

Actuarial Report NEW

PPA Actuarial Certification with Explanation

Annual Funding Notice – ERISA Section 101(f)

Notice of Summary Plan Information – ERISA Section 104(d) NEW

Click here to view ALL available Plan Forms and Documents

  • Participants
    • Plan Summary
    • How to Read Your Personal Benefit Statement
    • Plan Offices
    • Plan Advantages
    • For Your Survivors
    • Participants FAQ
    • How the WCT Pension Plan Compares to a 401(k)
    • Forms and Documents
  • Retirees
    • WCT Prudential Website
    • Address Changes
    • Retiree Resources
      • Who to Call?
      • Automatic Bank Deposit
      • Lost or Stolen Checks
      • Tax Information
    • Suspension of Benefit Rules
    • Pension Increases
    • Changing Plan Beneficiaries
    • Retirees FAQ
    • Forms and Documents
  • Beneficiaries
    • WCT Prudential Website
    • Beneficiary Resources
      • Who to Call?
      • Automatic Bank Deposit
      • Lost or Stolen Checks
      • Tax Information
    • Address Changes
    • Beneficiaries FAQ
    • Forms and Documents
  • Local Unions
    • Local Union Offices
    • Bargaining Party Info
      • Funding Status
      • Trustee Policy on Employer Contributions (“Contribution Guidelines”)
        • Revisions to Contribution Guidelines
        • Contribution Guidelines
        • Contribution Guidelines FAQ
      • Employer-Union Pension Certification Form
      • PEER Resources
        • Agreement Acceptance Policy
        • Employer Contribution Rates
    • Benefits for Your Members
    • Types of Contributions
    • Plan Advantages
    • Letter from Union Chairman
    • 401(k) vs WCT Pension Plan
    • Forms and Documents
  • Employers
    • One Plan, Many Industries
    • Bargaining Party Info
      • Funding Status
      • Trustee Policy on Employer Contributions (“Contribution Guidelines”)
        • Revisions to Contribution Guidelines
        • Contribution Guidelines
        • Contribution Guidelines FAQ
      • Employer-Union Pension Certification Form
      • PEER Resources
        • Agreement Acceptance Policy
        • Employer Contribution Rates
    • Benefits for Your Members
    • Plan Advantages
    • Types of Contributions
    • Employer Bulletins
    • 401(k) vs WCT Pension Plan
    • Forms and Documents

Plan Member Login

Register to access your account information, view benefit statements and choose your delivery settings for Plan communications. Once logged in to the portal, click on the Preferences tab to make your opt-in election.

Login/Register

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Plan Documents

2023 Summary Plan Booklet

Download it here:

English | Spanish

Una copia impresa del Folleto resumido del Plan en español está disponible a pedido de las Oficinas Administrativas.

Video Tutorials

View our latest videos in English and Spanish

WCT Prudential Web Site

Now you can log in to a secure, private website to get benefit payment information, update direct deposit and tax elections, view and print tax documents and more. Click here.

Plan Summary

This section explains what you need to know and do to get the most from your Plan benefits. Click here for details.

Moving Soon?

Be sure to update your address on the member portal or contact one of our Administrative Offices.


  • Home
  • About the Pension Trust
  • Plan Summary
  • Forms & Documents
  • Video Tutorials
  • FAQ
  • Contact
  • Site Index

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