Please download the latest version of Adobe Reader to view PDFs. All Forms New Employees Plan Participants Retirees Plan Administrators Account Maintenance/Service Change of Name To record your legal name change. Qualified Domestic Relations Order Procedures Procedures for filing and having approval of a QDRO with… Request for Release of Information to a Third Party To authorize a representative to receive your personal information from… IRS Form W-4R Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions. Electronic Deposit of Annuity Payments To authorize the Fund to have your annuity payments sent… IRS Form W-4P To change your federal withholding amount for pension or annuity… Retiree Emergency Assistance Program Y retirees who find themselves in a financial crisis may… Beneficiary Designation Designation of Beneficiary - Spanish Version, para los actuales empleados de la YMCA Para los actuales emlpeados de la YMCA, para nombrar sus… Designation of Beneficiary for Current Y Employees For current Y employees only, to name designated beneficiaries in… Designation of Beneficiary for Former Y Employees For former Y employees, to name designated beneficiaries in the… Designation of Beneficiary - Spanish Version, para los antiguos empleados de la YMCA Para los antiguos emlpeados de la YMCA, para nombrar sus… Designation of Beneficiary for Retired Death Benefit To name designated beneficiaries for the Retired Death Benefit. Saving 403(b) Smart Account To start or increase your savings with a 403(b) Smart… 403(b) Smart Account - Spanish Version Para iniciar o hacer crecer sus ahorros con un 403(b)… Rollover Authorization To roll over your qualified retirement savings into the Fund.… Retirement Budget Worksheet This worksheet will help you determine whether your monthly income… Plan Administration (for HR Professionals) Revocation of Waiver To revoke a Waiver of Participation in the Retirement Plan. ACH Debit Authorization Agreement Instead of sending a check, this form will authorize the… Application to Participate in the YMCA Retirement Plan To enroll an eligible employee in the Retirement Plan. Please… Application to Participate in the YMCA Retirement Plan - Spanish Version Para inscribir a un empleado elegible en el Plan de… Waiver of Participation To be used to waive participation in the Retirement Plan… Account Maintenance/Service Change of Name To record your legal name change. Qualified Domestic Relations Order Procedures Procedures for filing and having approval of a QDRO with… Request for Release of Information to a Third Party To authorize a representative to receive your personal information from… Beneficiary Designation Designation of Beneficiary - Spanish Version, para los actuales empleados de la YMCA Para los actuales emlpeados de la YMCA, para nombrar sus… Designation of Beneficiary for Current Y Employees For current Y employees only, to name designated beneficiaries in… Designation of Beneficiary for Former Y Employees For former Y employees, to name designated beneficiaries in the… Designation of Beneficiary - Spanish Version, para los antiguos empleados de la YMCA Para los antiguos emlpeados de la YMCA, para nombrar sus… Saving 403(b) Smart Account To start or increase your savings with a 403(b) Smart… 403(b) Smart Account - Spanish Version Para iniciar o hacer crecer sus ahorros con un 403(b)… Rollover Authorization To roll over your qualified retirement savings into the Fund.… Retirement Budget Worksheet This worksheet will help you determine whether your monthly income… Plan Administration (for HR Professionals) Revocation of Waiver To revoke a Waiver of Participation in the Retirement Plan. Account Maintenance/Service Change of Name To record your legal name change. IRS Form W-4R Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions. Request for Release of Information to a Third Party To authorize a representative to receive your personal information from… Beneficiary Designation Designation of Beneficiary for Current Y Employees For current Y employees only, to name designated beneficiaries in… Designation of Beneficiary for Former Y Employees For former Y employees, to name designated beneficiaries in the… Designation of Beneficiary - Spanish Version, para los actuales empleados de la YMCA Para los actuales emlpeados de la YMCA, para nombrar sus… Designation of Beneficiary - Spanish Version, para los antiguos empleados de la YMCA Para los antiguos emlpeados de la YMCA, para nombrar sus… Saving 403(b) Smart Account To start or increase your savings with a 403(b) Smart… 403(b) Smart Account - Spanish Version Para iniciar o hacer crecer sus ahorros con un 403(b)… Rollover Authorization To roll over your qualified retirement savings into the Fund.… Retirement Budget Worksheet This worksheet will help you determine whether your monthly income… Plan Administration (for HR Professionals) Revocation of Waiver To revoke a Waiver of Participation in the Retirement Plan. Account Maintenance/Service Change of Name To record your legal name change. Electronic Deposit of Annuity Payments To authorize the Fund to have your annuity payments sent… IRS Form W-4P To change your federal withholding amount for pension or annuity… Request for Release of Information to a Third Party To authorize a representative to receive your personal information from… Retiree Emergency Assistance Program Y retirees who find themselves in a financial crisis may… Beneficiary Designation Designation of Beneficiary for Retired Death Benefit To name designated beneficiaries for the Retired Death Benefit. Saving Retirement Budget Worksheet This worksheet will help you determine whether your monthly income… Beneficiary Designation Designation of Beneficiary for Current Y Employees For current Y employees only, to name designated beneficiaries in… Designation of Beneficiary - Spanish Version, para los actuales empleados de la YMCA Para los actuales emlpeados de la YMCA, para nombrar sus… Saving 403(b) Smart Account To start or increase your savings with a 403(b) Smart… 403(b) Smart Account - Spanish Version Para iniciar o hacer crecer sus ahorros con un 403(b)… Rollover Authorization To roll over your qualified retirement savings into the Fund.… Plan Administration (for HR Professionals) ACH Debit Authorization Agreement Instead of sending a check, this form will authorize the… Application to Participate in the YMCA Retirement Plan To enroll an eligible employee in the Retirement Plan. Please… Application to Participate in the YMCA Retirement Plan - Spanish Version Para inscribir a un empleado elegible en el Plan de… Revocation of Waiver To revoke a Waiver of Participation in the Retirement Plan. Waiver of Participation To be used to waive participation in the Retirement Plan…