Applications and Forms
Normal, Early, and Deferred-Vested Retirement Application
RP102
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).
RP103
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.
RP117
Election of Normal Form of Payment
Used by a retiring participant to reject a survivorship option.
RP120
Election of Survivor Option A or 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 remains at the reduced amount for life.
Disability Allowance Application
RP108
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
RP119
Pre-Surviving Spouse Benefit 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
RP111
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.
RP113
Beneficiary Verification Form
This application is required to verify that you are the designated beneficiary
Refund of Contribution Application
RP112
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
W-4P
Federal Income Tax 2023 withholding election
Use this Federal W-4P to tell payers the correct amount of federal income tax to withhold from your payment(s).
RP115
Change of Direct 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.
RP241
Union 241 Fees Deduction Authorization Form
Use this form to setup an automatic monthly deduction from your retirement benefits for your union fees.
RP308
Union 308 Fees Deduction Authorization Form
Use this form to setup an automatic monthly deduction from your retirement benefits for your union fees.
Other Forms
RP114
Participant's Change of Address Authorization Form
Use this form to notify the Pention Plan Office of your address changes.
RP118
Voluntary Opt-Out of Retirement Plan for CTA Employees
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.
QDRO
Qualified Domestic Relations Order Outline
QDRO Guidelines for the Retirement Plan for CTA Employees
RP116
Designation or Change of the Beneficiary of the Retirement Plan
Use this application to designate or change the beneficiary of your death benefits.
RHCT211
Election of Health Reimbursement Account (HRA) Form
This form must be completed at the time of separation from service at the CTA.
RHCT218
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.