D.A. Townley  -  Plan Administrators Iron Workers Union Local 97 International Association of Bridge, Structural, Ornamental and Reinforcing Iron Workers 
 

pension
plan

        
 
 
 
 
 
     
   
 
 
 
 
 

Application for Disability Pension Benefits

Use
Use the Application for Disability Pension Benefits form if you are on disability and are ready to retire.

Prior to completing this form, please obtain a Pension estimate from the Plan Administrator using the Request for Pension Estimate form.


Information Needed to Complete the Form
To complete this form, you must include your:

  • personal information,
  • disability information,
  • spousal information,
  • beneficiary information and
  • select a form of payment based on your spousal information (page 2 of the form includes information on the various forms of payment available to you).


Notes
There are other forms that must be submitted before you will start receiving your Pension. To avoid delays in receiving your Pension you must include the following forms/documents when sending in this form:

  • A copy of your birth certificate or baptismal paper (and your spouse's birth certificate or baptismal paper if you have a spouse and are choosing the 'Married' option on this form.)

  • You must provide proof that you are receiving the CPP Disability Pension.

  • You must provide a letter from your doctor regarding your condition.

  • You should send in both the TD1 and TD1BC forms to ensure that the correct amount of income tax is taken off each Pension payment.

  • Depending on the type of Pension you choose, the administrator may ask you to fill in more forms.

Completed forms should be forwarded to the Plan Administrator.

Other questions on completing the form should be directed to the Plan Administrator.


 

Form Link
Application for Disability Pension Benefits Form
 

Related Links
Request for Pension Estimate
Application for Pension Benefits
Application for Disability Pension Benefits
Spousal Declaration Form
Spousal Waiver Form
Certificate of Independent Legal Advice
Automatic Deposit
TD1 Form
Worksheet for the 2006 Personal Tax Credits Return (TD1-WS)
TD1BC Form
Worksheet for the 2006 British Columbia Personal Tax Credits Return (TD1BC-WS)
Retirement Information
 
© 2000-2008 D.A. Townley All rights reserved.