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
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 2023 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
Participant's Change of Address Authorization Form
Use this form to notify the Pention Plan Office of your address changes.
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.