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Annuity Fund

Annuity benefits are collected through the stamp program where an hourly benefit is paid by the employer for each hour worked.  This is credited to your account when your stamp book is turned in. Stamp Books are redeemed to the Fund Office in January and July.  Withholding taxes are not withheld from these benefits.

It is extremely critical that you turn in your stamp book as soon after the January and July due dates as possible in order to post your benefits to your account in a timely manner.  The due dates are printed on the front cover of your stamp book.

Withdrawal:    Annuity funds can be paid out for the following reasons:

  • Upon retirement, the full balance can be withdrawn or rolled over
  • After you have left employment for a period of one year, a withdrawal of one half of your balance can be taken; the remaining can be taken after the anniversary of the second year.

Hardship Withdrawal:          There are several approved reasons that can constitute a hardship withdrawal.  Please check with the Fund Office for more information.

 Account balance statements are mailed after the end of the June 30th fiscal year; usually before December 31st.

Click on the links below for the forms indicated.

Annuity Hardship Withdrawal Instructions

 Annuity Hardship Withdrawal Forms

Annuity Plan B-Hardship Withdrawal Worksheet

Annuity Fund Notary Form

Click on the link below to access the IRS Withholding Certificate for Pension & Annuity Payments form for 2012. Click the back arrow on your web browser to return to this page.

IRS form  W-4P

For more information please call Debbie Romaneck at
(631) 454-2330 ext. 103 or
E-mail to