IPF Forms and Resources

Forms

IPF US Pension Application

IPF Change of Beneficiary Form

IPF Death Benefit / Surviving Spouse Application

Electronic Deposit

Reciprocal Form

BAC SAVE (RSP) Withdrawal Application

BAC SAVE (RSP) Change of Beneficiary Form

BAC SAVE (401K) Withdrawal Application

W-4P - Federal Tax Withholding Form

Reciprocal Authorization Form

 

Spanish Forms

Informe de estado de RSP_ Octubre de 2019

El Reporte Anual Resumido de 2019

RSP/Cambio de Beneficiario

IPF/Cambio de Benbeficiario

IPF/Estado del Plan de Ahorro Para la Jubilacion

Informacion del Plan 401K

La Autorización Recíproco del Empleado

 

Resources

IPF - US Rules on Employment after Retirement - 2023

 

Please visit the below links with our affiliated organizations.

International Masonry Institute
› www.imiweb.org

AFL-CIO
› www.aflcio.org

Alliance for Retired Americans
› www.retiredamericans.org

Wells Fargo
› https://www.wellsfargo.com/retirement-plan