7 www.iambfo.org 3. When you are ready to retire, within the pension application process, you will receive your monthly benefit payout amount and payment options. › When approaching retirement age, you can apply online through IPASS or you can request a paper application by calling the Benefit Funds Office at 1-800-424-9608 (Monday — Friday, 9:00am — 7:00pm) and speak to a Customer Service Representative. Once you complete the initial application and provide all supporting documents, you will receive a Benefit Election Form. This form will include your monthly benefit payout and the payment options available. Q: IS THERE ANYTHING MISSING FROM MY APPLICATION? › To ensure that you’ve proactively submitted all the required documents with your application, we recommend that you: 1. Review the Application Checklist on the first page of the application. The checklist can also be found HERE on our website or on Page 10 of the Online Pension Application within IPASS. 2. Make sure that all the required documentation for a completed application is mailed in with your paper application or attached to your electronic submission through IPASS. NOTE: Failure to supply all the required documentation with your application will result in processing delays. 3. Ensure that your address on file is current and monitor the mail you receive from the Benefit Funds Office. An acknowledgement letter letting you know if your application is complete or if anything is missing will be sent to your address on file within 3 -5 business days via U.S. Mail. › If you need to submit any supporting documents separate from your Online Pension Application, we suggest that you send them by email to [email protected], by fax to 202-471-2547, or by mailing copies of the documents, not originals, to the Benefit Funds Office at the address noted below. However, please be aware of the possible delays or issues that may arise when using a postal service. IAM National Pension Fund 99 M St SE, Suite 600 Washington, DC 20003 Q: WHAT IS THE STATUS OF MY PENSION APPLICATION? 1. To check the status of your application, you can email us at [email protected] or call us at 1-800-424-9608. › Most status inquiries occur within the first 90 days of applying. During this time, we are reviewing the forms submitted, as well as verifying employment status and income. Please be patient during this process. Once the review process is complete, participants will receive a Benefits Election Form, sent via U.S. Mail, which will contain the monthly benefit payout and the payment options available. Upon receipt of the completed Benefits Election Form, participants will be sent an Award Letter via U.S. Mail. However, in the event that the Benefit Election Form is incomplete, i.e., unsigned, inappropriate elections are made, or if additional documents are needed, a follow-up letter will be mailed to the participant noting any corrections or additional information needed to complete the Benefit Election Form. › Our best advice is for you to ensure that you’ve proactively submitted all the required documents with your application, and you’ve followed all the recommended steps noted above. › Please be sure to provide any updates to your contact information as the Benefit Funds Office will send a letter advising you of the next steps in the process. Click HERE to find out more on how to update your contact and other personal information.