Pension Docs

Below are useful documents that will answer many questions about the NOA pension plan:

Forms for Annual Census

Census Guide ( A guide for employers)

Annual Census Questionnaire (All employers must complete)

Census Form (All employers must complete)

General Forms

Payroll Facts to Remember (Helpful one pager)

Data Direct Quick Reference Guide (step-by-step to e-remittance of pension contributions)

Beneficiary Form (for individuals to change the beneficiary in the event of death)

Deferral Change (for individuals to change their contribution)

Personal Information Form (for individuals, change in personal information)

Enrollment Forms

Joinder Questionnaire (for most employers)

Participant Handbook (overview of Lincoln services for individuals)

Safe Harbor Notice (this link is temporarily unavailable - contact leah at noacentral.org if you need this form)

Participation Agreement (this link is temporarily unavailable - contact leah at noacentral.org if you need this form)

Distribution Booklet (individuals withdrawals, rollover and rmd)

Employee Enrollment Forms (forms for new employees)

Enrollment Kit (investment and enrollment forms)

Plan Documents

NOA SPD (Summary Plan Description)

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