Pension Benefit Recipients

Benefit recipients may view, download, and print their Form 1099-R tax documents through the Participant Portal

New Form W-4P for Federal Withholding Tax

The Federal Tax Withholding Form W-4P has been changed by the IRS effective January 1, 2023, due to the provisions of the Tax Cuts and Jobs Act of 2017.  The IRS Form W4-P is used to determine the amount of federal income tax withholding on monthly pension benefits from this plan.

Pension recipients are not required to do anything.  However,  you may want to consult with your tax advisor about your withholding and if needed, complete an updated W-4P form.

Your decision on withholding is an important one.  The Trust Fund Office cannot provide tax advice. Your tax advisor is your best source for tax guidance.

Welcome to the Bay Area Painters & Tapers Trust Fund Website

The Pension Plan was established to provide eligible participants with a monthly benefit during retirement to help supplement Social Security, your personal savings and annuity benefits.

The Annuity Plan provides supplemental income for participating members.  Each plan is an individual account to which employers make contributions for each hour that a participant works.

 

What’s Inside

Within this website you have access to plan information, plan documents, forms and notices, frequently asked questions, useful links and other resources.  You can securely login to the participant portal where you have access to your personal benefit information, in real-time.

To access the participant portal you must complete a one-time registration process.  To get started, click on Create New User Account.

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Important Tax Information for Pension Benefit Recipients

2019 1099-R Tax Forms have been mailed and are available online.  To log into your account, click the image below.

Pension Plan Searching for Former Participants

Sometimes participants don’t apply for their pension benefits at retirement.

If you know someone who used to work in the industry, is over age 65 and is not receiving a pension payment,

have them contact the Trust Fund Office to determine if they are eligible for a pension benefit.

Securely Change Your Address Online

Moving to a new residence?  Update your mailing address online.  When you use this service, the system updates your records in real-time.

To access the change of address form, login to the participant portal and select E-FORMS from your dashboard menu.