Health & Welfare

Welfare and Retiree Welfare Fund Plan Changes

Effective March 18, 2020, the following changes were made to Welfare and Retiree Welfare Plans to address health care services related to testing for the COVID-19 virus and telehealth services. Read more...

A Message from CVS Caremark Regarding Early Prescription Refills

As the novel coronavirus (COVID-19) continues to spread, we understand you may have concerns about accessing prescription medications – especially if you or loved ones have a chronic or complex condition. CVS Caremark® is taking steps to protect member access to medication and we encourage you to refill maintenance medications with a 90-day supply or up to the plan maximum. Read more


Pension

Annual Statement Required from Pension Recipients

With your February 2020 pension check, you received an Annual Statement that needs to be completed and sent back to the Fund Office by May 15, 2020. Pensioners with direct deposit received a separate mailing containing the Annual Statement form. This form is sent every year to verify you received all of your pension checks from the prior year, to verify your mailing address, to update your file with any new information, and to verify that you are not working in any employment prohibited by the Plan rules. A Summary About the Kinds of Work Not Allowed is also sent every year and is included with this mailing.

Instructions for completing the Annual Statement follow:

  • Section A: must be completed.
  • Section B: if you checked ‘AGREE’ for all 3 statements in Section A, do not complete.
    If you did not ‘AGREE’ with any of 3 statements in Section A, then complete only the portion(s) of Section B related to the Section A statement(s) you did not ‘AGREE’ with.
  • Section C: you must sign this form, and your signature must be notarized by a Notary Public. The Fund Office has a notary on staff if you would like to come in to complete the form. Valid photo identification is required. Read more...

1099-R Tax Forms

The Internal Revenue Service requires the Fund to report pension recipient's earnings to the IRS by Form 1099-R. Form 1099-R forms are mailed by January 31, 2020. If you do not receive Form 1099-R by February 15, 2020 or if you need another copy, please contact the Fund Office. This request can be made via mail, telephone or email Pension@chilpwf.com.

Pension payments to "Non-Resident Aliens" (non-US citizens, collecting pension benefits while residing in another country) may be subject to federal tax withholding under IRS Section 1441. For these pensioners, you will not receive Form 1099-R, instead you will receive Form 1042-S showing your earnings and federal withholding tax withheld. As a Non-Resident Alien, different tax rules apply to you. Please consult with your tax advisor or the Internal Revenue Service for more information.