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401K Documents, Forms & Notices
The Local One 401K Plan retains a third party administrator, Unified Trust Company 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 or log onto www.unifiedtrust.com
Adobe PDF Reader Required.
Title Type Description 401K Beneficiary Form 401K Benefit Distribution Request Form This form is for Distributions due to Termination, Death, Disability and Retirement401k Rollover Notice 401K Sar 2014 401K Summary Annual Report 401k Summary Plan Description (SPD) 2018 Instructions for Online Loan Application Loan Policy QUALIFIED DEFAULT INVESTMENT ALTERNATIVE UNIFIED TRUST Retirement Account Voice Response System