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
application/pdf icon401K Beneficiary FORM.pdf
401K Benefit Distribution Request Form
application/pdf icon401K Distribution Form
This form is for Distributions due to Termination, Death, Disability and Retirement
401k Rollover Notice
application/pdf icon402f_rollover_notice_2018.pdf
401K Sar 2014
application/pdf iconlocone401ksar14.pdf
401K Summary Annual Report
application/pdf iconLocOne401kSAR07.pdf
401k Summary Plan Description (SPD) 2018
application/pdf iconufcw_401k_spd-final_nov_2018_final.pdf
Instructions for Online Loan Application
application/pdf iconloan_request_guide_07_2016.pdf
Loan Policy
application/pdf iconufcw_local_one_401k_savings_fund_loan_policy_12.10.2015.pdf
QUALIFIED DEFAULT INVESTMENT ALTERNATIVE
application/pdf iconufcw_local_one_2014_qdia.pdf
UNIFIED TRUST Retirement Account Voice Response System
application/pdf iconunifiedtrustaccessinfo.pdf