Steward your future with wisdom and intention.

Wesleyan Pension Fund Member Forms

To get started with the Wesleyan Pension Fund, please complete the forms below. First, confirm that your employer has enrolled with WPF. If you’d like to transfer funds into your account, simply complete the rollover form as well.
You can open the forms using the links below or print and return them by mail or fax or upload.

Enrollment Form - You can access our Retirement Plan Enrollment Form here, where you’ll be able to select from various investment options and find additional information and details about Wesleyan Pension Fund.

Beneficiary Form - 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. Update your beneficiary when there is a life change (marriage, new family member, death of beneficiary, etc.).

Rollover Declaration Form-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.

Salary Reduction Agreement-Employers and employees can specify and sign up for pre-tax and/or post-tax (ROTH) contributions to Wesleyan Pension Fund here. This form outlines and serves as a salary reduction agreement between the member and the employer.