Forms & Tools
What You Need, When You Need It
Below are the forms you need to complete to join the Wesleyan Pension Fund (be sure your employer has enrolled with the Wesleyan Pension Fund prior to completing these forms!). If you choose to roll funds into your Wesleyan Pension Fund account, please complete the below rollover form. Click on the below links to open the form in a new window to print a paper copy to fax or mail to our office or upload.
You can access our Enrollment Form here, where you’ll be able to select from various investment options and find additional information and details about the Wesleyan Pension Fund.
This form initiates funds to be directly rolled over to the Wesleyan Pension Fund. It also provides information and details specifying which contributions are/are not eligible for direct rollover.
Being fully prepared for the future is important, and it’s smart to create a plan for your finances now. Fill out this form to designate any beneficiaries of your retirement plan benefits in the event you pass away before receiving them all.
Employers and employees can specify and sign for pre-tax and/or post-tax (ROTH) contributions to the Wesleyan Pension Fund here. This form outlines and serves as a salary reduction agreement.
Set up direct deposit to have your retirement payments securely and automatically deposited into your bank account. This convenient option helps ensure timely access to your funds while simplifying your financial management.
With extended payments, your retirement benefits are paid out over a selected period of time. This option offers flexibility and predictability as you plan for your financial future.
Review the 2026 contribution limits to understand the maximum amounts that may be contributed to your retirement plan. These limits are set annually and help guide your savings strategy for the year ahead.
Request a lump sum distribution to receive your retirement funds in a single payment. This option allows you to access your balance at once, and we encourage you to review the details carefully and consider any tax implications before proceeding.
This form allows you to choose your federal tax withholding preferences for partial withdrawals and lump sum distributions. You may elect no withholding, but please note that you will still be responsible for any applicable taxes when you file.
With a partial withdrawal, you can access some of your retirement benefits while preserving the remainder for future use. Be sure to review any applicable tax considerations before proceeding.
Make or update your federal income tax withholding election for your extended payments, including the option to have no federal tax withheld. If you're unsure which option is right for you, consider consulting a tax professional.
Use Remittance Forms to provide payment details and ensure contributions or funds are accurately applied to the correct account. When sending a physical check, make sure to include a Remittance form with each check submitted. Submitting complete and timely information helps maintain accurate records and smooth processing.