Pension Forms & Documents

• Roman Catholic Archdiocese of Boston Plan/Trust Document

 

• First Amendment (February 11, 2018)

 

• Second Amendment (November 20, 2018)

 

• Third Amendment (December 5, 2018)

 

• Fourth Amendment (December 16, 2020)

 
Below please find forms and documents relating to the RCAB Pension Plan:
 

• Request for Pension Estimate

 

• Participant Update Form

 

• Required Rollover and Tax Notice for Lump Sum Distributions

The following retiree forms can be printed, completed, and sent to PenChecks at the address noted on the form.
 

• Direct Deposit Authorization Form

 

• Tax Election Form