Special Enrollment Opportunity for Individuals Who Reached the Lifetime Limit

If you or your dependents have lost coverage because you reached the Plan’s current lifetime limit, you may re-enroll yourself or your dependents in the Plan effective June 1, 2011, as long as you or your dependents continue to meet the eligibility requirements of the Plan. If you are eligible to re-enroll, you must complete this special enrollment form and return the completed form, and any required documentation, to the Fund Office.

Special Enrollment Opportunity to Extend Dependent Child Coverage to Age 26

Effective June 1, 2011, the plan will cover dependent children up to age 26, regardless of circumstances such as being a full-time student, being married, or place of residence. Specifically, the Plan will cover eligible dependent children as follows:

• The Plan will cover your eligible children through age 25.
• Children will not be required to be students.
• Except for a disabled child, an under age 26 child’s residence, financial dependence and marital status will not affect eligibility. Read more...

1099-R Tax Forms

The Internal Revenue Service requires the Fund to report pension recipient's earnings to the IRS by Form 1099-R. Form 1099-R forms are mailed by January 31, 2012. If you do not receive Form 1099-R or if you need another copy, please contact the Fund Office. This request can be made via mail, telephone or email Pension@chilpwf.com.

Pension payments to "Non-Resident Aliens" (non-US citizens, collecting pension benefits while residing in another country) may be subject to federal tax withholding under IRS Section 1441. For these pensioners, you will not receive Form 1099-R, instead you will receive Form 1042-S showing your earnings and federal withholding tax withheld. As a Non-Resident Alien, different tax rules apply to you. Please consult with your tax advisor or the Internal Revenue Service for more information.

Annual Statement Required from Pension Recipients

With your February 2012 pension check, you received an Annual Statement that needs to be completed and sent back to the Fund Office by May 15, 2012. Pensioners with direct deposit received a separate mailing containing the Annual Statement form. This form is sent every year to verify you received all of your pension checks from the prior year, to verify your mailing address, to update your file with any new information, and to verify that you are not working in any employment prohibited by the Plan rules. A Summary About the Kinds of Work Not Allowed is also sent every year and is included with this mailing.    Read more...