Annuity

At Local 7, we understand the importance of providing our members with easy access to their Annuity information. That's why we have compiled all the necessary forms and documentation in one convenient place. Simply browse through our selection to find the information you need.

UA LOCAL 7

SPD/Forms

*Annuity Summary Plan Description

ACH Loan Payment Change Form

Beneficiary & Alternate Payee Form

Distribution Form (+Payment Options)

For retired participants and/or inactive members out of work for 12 consecutive months

In-Service Withdrawal Form (+Payment Options)

For active members only

Loan Application Form

Participant Fee Disclosure Annual Notice

Required Minimum Distribution Form (+Payment Options)

Rollover Contribution Form

Tax Information

W-4P Tax Withholding for Periodic Pension or Annuity Payments

Form Instructions

Coming Soon

Transamerica Information

Click the above link to learn more. Follow the instructions below to access Transamerica Annuity Information.

Website

To keep your account secured, it is recommended that all participants *login and create a username & password on the Transamerica site.

Mobile Phone App

Go to the App Store on your phone > Search for the Transamerica Retirement App > Download > Open App > Register and/or Login

By Phone

Call (888)-976-8171

FAQ

Click here!