RP102

Retirement Allowance Application

Apply for Normal retirement (age 65+) or Early retirement (under 65). Required for all eligible active participants.

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RP103

Deferred Vested Old Age Retirement

For vested participants with 10+ years of service electing a deferred pension at age 65.

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RP117

Election of Normal Form of Payment

Used by a retiring participant to explicitly reject a survivorship option.

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RP120

Election of Survivor Option A or B

Provides a monthly benefit for the life of the surviving spouse upon the death of the retiree.

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RP108

Disability Allowance Application

For eligible active participants with 5-10 years of service who have received 26 weeks of Sickness Insurance.

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RP119

Pre-Surviving Spouse Benefit Allowance

For the spouse of an employee who died during employment after becoming eligible to retire.

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RP111

Application for Payment of Death Benefit

Used by a designated beneficiary of a retiree entitled to the payment of the death benefit.

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RP113

Beneficiary Verification Form

Required to verify that you are the designated beneficiary for plan benefits.

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RP112

Refund of Employee Contributions

Used by participants who resign or are terminated and are entitled to a refund of their contributions.

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W-4P

Federal Income Tax Withholding

Use this Federal W-4P to tell payers the correct amount of federal income tax to withhold.

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RP115

Change of Direct Deposit Authorization

Required to establish or change a direct deposit. A voided check or bank form is required.

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RP241

Union 241 Fees Deduction Authorization

Setup an automatic monthly deduction from your retirement benefits for union fees.

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RP308

Union 308 Fees Deduction Authorization

Setup an automatic monthly deduction from your retirement benefits for union fees.

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RP114

Participant's Change of Address

Use this form to notify the Pension Plan Office of any address changes.

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RP118

Voluntary Opt-Out of Retirement Plan

Choose to voluntarily terminate participation. Only available to non-bargained employees.

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QDRO

Qualified Domestic Relations Order Outline

Review the QDRO Guidelines for the Retirement Plan for CTA Employees.

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RP109

QDRO Benefit Allowance Application

Qualified Domestic Relations Order (QDRO) Benefit Allowance Application form.

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RP116

Change of Beneficiary Designation

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

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RHCT211

Election of Health Reimbursement Account

This form must be completed at the time of separation from service at the CTA.

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RHCT218

RHCT Statement of Understanding

Explains how Premium Service and Eligibility Service are determined for healthcare costs.

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