Resource Center   >   Forms Library

We have separated our Form Library into two sections. A sections for forms used by the plan sponsor or school contact and a section for forms used by the general public.

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Form Sections Welfare Benefits Plan & Trust ("WBPT") Forms WBPT Forms Title What is this for? Change in Status Notice Used to change the status (address, beneficiary, dependants, etc) on the account. Claim Form Used to request payment of a claim. Plan 1 Performance SHeet The Plan 1 Performance Sheet that shows how funds have done over a specific period of time. FAQ Frequently asked questions about the WBPT. Pre-Retirement Claim Form Used to request payment of a claim. Transfer Election Form (Participant) Used by participant to transfer funds from OBA to HRA. Transfer Election Form (Beneficiary) Used by beneficiary to transfer funds from OBA to HRA. Things You Should Know Things you should know about your WBPT accounts. Tax Withholding Election Form Used to request additional amount of federal/state income tax withheld from uninsured death benefit. Flex Spending Account/ Section 125 Forms Retirement Savings Plan Forms