UMWA Health and Retirement Funds Application for Survivors Benefits 2012 free printable template

Survivors Benefits. qxd 10/23/12 1 52 PM Page 1 APPLICATION FOR SURVIVORS BENEFITS ALL APPLICATIONS FOR SURVIVORS BENEFITS SHOULD BE SENT TO UMWA Health and Retirement Funds 2121 K Street NW Suite 350 Washington DC 20037-1879 1-800-291-1425 Fax 202-521-2353 E-mail Pension umwafunds. org Page 2 SURVIVING SPOUSE BENEFIT JOINT AND SURVIVOR ANNUITY PRE-RETIREMENT SURVIVOR ANNUITY OR WIDOW S PENSION A monthly pension will be paid to the eligible spouse of a deceased mine worker who was eligible...

How to fill out UMWA Health and Retirement Funds Application

How to fill out UMWA Health and Retirement Funds Application for Survivors

1. Obtain the UMWA Health and Retirement Funds Application for Survivors form from the official website or the relevant office.
2. Read the instructions carefully to understand the requirements and necessary documentation.
3. Fill out the personal information section, including the name, address, and contact information of the survivor.
4. Provide the deceased member's information, including their name, ID number, and date of death.
5. Complete the section regarding the survivor's relationship to the deceased member.
6. Attach any required documents, such as death certificates and proof of relationship.
7. Review the completed application for accuracy and completeness.
8. Sign and date the application form.
9. Submit the application to the designated UMWA office, either by mail or in person.

Who needs UMWA Health and Retirement Funds Application for Survivors?

1. Spouses or dependents of deceased UMWA members seeking survivor benefits.
2. Individuals who were financially dependent on a deceased UMWA member.
3. Any person who is entitled to health and retirement benefits from the UMWA funds due to a member's death.

People Also Ask about

How do pensions work for surviving spouse?

If death is before retirement, the spouse usually is eligible for an annuity if the employee had sufficient age and service to qualify for early retirement benefits; the size of the annuity depends on the pension the worker would have received if he or she had opted for early retirement.

When can a widow collect her husband's pension?

Widows or widowers benefits based on age can start any time between age 60 and full retirement age as a survivor. If the benefits start at an earlier age, they are reduced a fraction of a percent for each month before full retirement age.

How can I get my deceased husband's pension?

Form SSA-10 | Information You Need to Apply for Widow's, Widower's or Surviving Divorced Spouse's Benefits. You can apply for benefits by calling our national toll-free service at 1-800-772-1213 (TTY 1-800-325-0778) or visiting your local Social Security office.

Can a wife collect her deceased husband's pension?

If death is before retirement, the spouse usually is eligible for an annuity if the employee had sufficient age and service to qualify for early retirement benefits; the size of the annuity depends on the pension the worker would have received if he or she had opted for early retirement.

Is a spouse automatically the beneficiary of a pension?

If You Die Before You Start Your Pension Benefit. You do not have to designate a beneficiary for survivor benefits. Under federal law, the payments will go to your spouse. However, your spouse should inform PBGC of your death to start payments.

How do pensions pay out after death?

When a participant in a retirement plan dies, benefits the participant would have been entitled to are usually paid to the participant's designated beneficiary in a form provided by the terms of the plan (lump-sum distribution or an annuity).

Do widows inherit pensions?

Typically, pension plans allow for only the member—or the member and their surviving spouse—to receive benefit payments; however, in limited instances, some may allow for a non-spouse beneficiary, such as a child.

Can a surviving spouse receive pension benefits?

Monthly Payments The 1957 Survivor Benefit is a monthly allowance to an eligible surviving spouse, registered domestic partner, or minor child equal to half of the highest service retirement benefit payable had the member retired on the date of death.

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What is UMWA Health and Retirement Funds Application for Survivors?

The UMWA Health and Retirement Funds Application for Survivors is a form that allows eligible survivors of United Mine Workers of America members to apply for health and pension benefits upon the member's death.

Who is required to file UMWA Health and Retirement Funds Application for Survivors?

Survivors such as spouses, dependent children, or other eligible dependents of deceased UMWA members are required to file this application to claim their benefits.

How to fill out UMWA Health and Retirement Funds Application for Survivors?

To fill out the application, survivors should complete all sections of the form with accurate information about the deceased member, their relationship to the member, and any other required documentation such as proof of death and eligibility.

What is the purpose of UMWA Health and Retirement Funds Application for Survivors?

The purpose of the application is to ensure that eligible survivors can access the health care and retirement benefits that the decease UMWA member had earned.

What information must be reported on UMWA Health and Retirement Funds Application for Survivors?

The application must report the deceased member's personal information, the applicant's relationship to the member, details of the member's employment, and any necessary supporting documentation such as death certificates and marriage certificates.