The Local One 401K Plan retains a third party administrator, Employee Benefit Solutions (EBS), as a record keeper for participant accounts. Several Forms are available for you to download and return to the Fund Office by mail at the Oriskany address below or Fax to (315) 797-9664. You may also call Kristin Owen, 1-800-959-9497, Ext. 2582 to request forms.
To download a file, click the corresponding red download arrow.
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Downloads
| Name | Description | Download | Edit | |
|---|---|---|---|---|
 | 401K Benefit Distribution Request Form | This form is for Distributions due to Termination, Death, Disability and Retirement |  | |
| 401K Beneficiary Form | | ||
| 401k Loan Policy | | ||
| 401k Rollover Notice | | ||
| 401K Summary Annual Report | | ||
| 401k Summary Plan Description (SPD) | | ||
| 401k (SMM) Summary of Material Modifications | |
