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Applications and Forms

Normal or Early Retirement Application

Retirement Allowance Application

This application is for all eligible active participants and is used for the purpose of applying for a Normal retirement (age 65 and older) or an Early retirement (under 65).

Election of Survivor OPTION A

This is a voluntary benefit and it is to provide a monthly benefit for the life of the surviving spouse upon the death of the retiree. If the spouse dies before the retiree, the retiree's monthly benefit remains at the reduced amount for life.

Election of Survivor OPTION B

This is a voluntary benefit and it is to provide a monthly benefit for the life of the surviving spouse upon the death of the retiree. If the Spouse dies before the retiree, the retiree's monthly benefit reverts to the original amount as if no survivorship option had been taken.

Important Note:

If an active employee was married and was eligible to retire (i.e. had 25 years of creditable service, or was 55 or older with at least 3 years of creditable service) when the employee died, the employee's spouse would be entitled to receive a monthly benefit for life. This is called a Pre-Survivorship Option and is payable automatically unless the employee specifically requested, in writing, that it not be paid.

Disability Allowance Application

Disability Allowance Benefits Application

This application is for all eligible active participants who have at least 5 years or at least 10 years of pension service work or non-work related illness or injury and has received benefits for that particular disability for 26 weeks under the CTA’s Group Accident and Sickness Insurance.

Pre-Survivorship Allowance Application

Pre-Survivor Allowance Application

This application is for spouses that are eligible for healthcare benefits at their cost.

Survivorship Allowance Application

Application for Payment of Death Benefit

This form is used by a beneficiary who is a surviving spouse of a retiree entitled to the payment of the death benefit upon the retires death.

Application for Payment of Death Benefit to Non-Spouse Beneficiary

This form is used by a non-spouse beneficiary of a retiree entitled to the payment of the death benefit upon the retires death.

Election of Normal Form of Payment

Used by a retiring participant to reject the survivorship option.

Application for Death Benefit Payments to Non-Spouse Beneficiaries

Explanation of Tax Rules and Application for Death Benefit Payments to Non-Spouse Beneficiaries.

Beneficiary Verification Form

This application is required to verify that you are the Designated Beneficiary

Refund of Contribution Application

Application for Refund of Employee Contributions

This application is used by the participant who resigns or is terminated from the employment of the CTA and is entitled to a refund of their contributions.

Election of Deferred Vested Old Age Retirement

This form is used by a vested participant, who left the CTA with more than 10 years of continues services to vest in the pension at the age of 65.

Explanation of tax rules and Application for Death Benefit Payments to Surviving Spouse

Federal Tax form, required by the Internal Revenue Service (IRS)

Bank, Tax and Union Related Forms

Federal Income Tax 2020 withholding election

Use this Federal W-4P to tell payers the correct amount of federal income tax to withhold from your payment(s).

Electronic Deposit Authorization Form

This for is required to establish a direct deposit to your account. You will need to provide a voided check or a bank form with this application.

Union Fees Deduction Authorization Form

Use this form to setup an automatic monthly deduction from your retirement benefits for your union fees.

Other Forms

Opt Out of Retirement Plan Form

Use this application when you choose to voluntary terminate your participation in the pension plan.

Qualified Domestic Relations Order Outline

QDRO Guidelines for the Retirement Plan for CTA Employees

Retirement Plan Designation or Change of Beneficiary

Use this application to designate or change the beneficiary of your retirement benefits.

Election of Health Reimbursement Account (HRA) Form

Statement of Understanding How Your RHCT Eligiblity and Premium Services are determined