Applications and Forms: Retirement Plan for CTA Employees and Retiree Health Care Trust

Applications and Forms

Normal, Early, and Deferred-Vested 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 Normal Form of Payment

Used by a retiring participant to reject a survivorship option.

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 continuous service to elect deferred pension at the age of 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 for a 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-Retirement Surviving Spouse Allowance Application

This application is for the spouse of a CTA employee who is eligible for a survivorship allowance, because their spouse died during his/her employment at the CTA, after he/she became eligible to retire.

Survivorship Allowance Application

Application for Payment of Death Benefit

This form is used by a designated beneficiary of a retiree entitled to the payment of the death benefit upon the retiree's death.

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 with the CTA and is entitled to a refund of their contributions.

Bank, Tax and Union Related Forms

Federal Income Tax 2021 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 form 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 voluntarily terminate your participation in the pension plan. This option is only available to non-bargained for, non-vested employees.

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 death benefits.

Election of Health Reimbursement Account (HRA) Form

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

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

Explanation and Understanding Statement on How Premium Service and Eligibility Service are determined for the RHCT health care premium cost.

HRA Enrollment Form

Health Care Reimbursement Account Enrollment Form for former CTA employees who are, or are about to be, 65 years old. You must have contributed to the RHCT and have never enrolled in RHCT health benefits.