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Annuity - Forms & Notices

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COVID-19

May 2020 – Important Bulletin Regarding Member Benefits

Applications

Annuity Benefit Application
Annuity Hardship Application
Annuity Beneficiary Application
Annuity Alternate Payee Application

General Forms

Beneficiary Designation
Change of Address
Direct Deposit
Sample QDRO

General Documents & Notices

My Money Connector
Q&A About Conversion to a Profit-Sharing Plan Effective January 1, 2019 (English)
Q&A About Conversion to a Profit-Sharing Plan Effective January 1, 2019 (Spanish)
2018 Financial Wellness Assessment
2019 Summary Annual Report
2018 Summary Annual Report
2017 Summary Annual Report
2016 Summary Annual Report
2015 Summary Annual Report

Tax Forms

Rollover Notice
IRS Form W-4P
State of California Form DE-4P

Website Disclaimer

This website provides a summary of the benefits available through the Fund and does not contain all information that may apply to your individual situation.  Where this page deviates from the information provided in the Plan Document, the Plan Document terms will prevail.

Plan Administrator / Trust Fund Office

The Trust Fund is administered by HS&BA and all questions and correspondence about the Trust Fund and Plan should be sent to their office.

 

Bay Area Painters & Tapers Pension Trust Fund

4160 Dublin Boulevard, Suite 100
Dublin, CA 94568-7756

Phone: (866) 894-3705
Email: paintersinfo@hsba.com

Office Hours

Monday –  Friday
8:30 a.m. to 5:00 p.m. (PST)

Links

Association Listing
Employee Benefits Security Administration
International Union of Painters and Allied Trades
IRS
IUPAT District Council 16
No Ca Painting & Finishing Contractors
OE Federal Credit Union
Painters & Tapers Local Union No. 83
Pension Benefit Guaranty Corporation
Privacy Policy
Terms of Use
Union Directory
WACA