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.
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 IRS
Federal income tax withholding election
Use Form W-4P to tell payers the correct amount of federal income tax to withhold from your payment(s).
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.
Union fees deduction authorization
Use this form to setup an automatic monthly deduction from your retirement benefits for your union fees.