10 BENEFITS SPOTLIGHT | FALL 2021 9 Please provide a copy of the participant’s death certificate with your application. 9 The Benefit Funds office may request additional documents, such as a copy of the marriage certificate, divorce decree and settlement or birth certificates, with your application. Please note, we cannot begin processing the application until the requested documents are received. Post-Retirement (Benefit Recipient was receiving an IAMNPF pension benefit at the time of their passing) 9 A letter will be mailed to the family or to the person that reports the participant’s death. 9 Please provide the Benefit Funds Office with a copy of the participant’s death certificate. 9 Pension benefit payments received after the participant’s date of death must be returned to the Fund. 9 The spouse or designated beneficiary(ies) will receive notification of the beneficiary entitlement, if applicable, and next steps. The next steps may include a request for additional documents such as a Signature Form, W-4P Form, and Direct Deposit Form (documents will be mailed). The Benefit Funds Office cannot begin processing the application until the requested documents are received. 9 If the participant did not designate a beneficiary or the designated beneficiary predeceased the participant, the Benefit Funds Office will determine if there are benefit payments due to a beneficiary. If benefit payments are due, the Benefit Funds Office will make a request for additional documents such as a death certificate, Affidavit of Preference Form (list of next of kin), Proof of Relationship to the participant and Divorce Decree (if applicable). The Benefit Funds Office cannot begin processing the application until the requested documents are received. ADDITIONAL SURVIVOR BENEFIT NOTES 9 Only a legible copy of the death certificate should be submitted to the Fund. DO NOT send the original. Original death certificates will not be returned to you by the Benefit Funds Office. 9 A copy of the death certificate may be mailed to the address indicated below, emailed to [email protected], or faxed to 202-471-2547. 9 All payments received after the participant’s date of passing must be returned to the Benefit Funds Office. The Benefit Funds Office does not accept wire transfers, ACH or credits cards as a reimbursement of payment. Please return pension checks or submit a reimbursement check for any payments received after the participant’s date of passing made payable to the “IAM National Pension Fund” and mail it to: IAM National Pension Fund Attn: ACCOUNTING DEPARTMENT 99 M ST SE STE 600 Washington, DC 20003