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Ready to Retire?

Applying for Benefits

After satisfying the eligibility requirements for pension benefits, follow these steps to complete your retirement:

  • notify your manager & HR regarding your intent to retire at least 2 months prior to your retirement date:
  • Contact your Plan Administrator, Capital Benefit Consultants (CBC), to calculate your retirement benefits and to speak with a Customer Service Representative to review your benefit options.

Plan Documents

i. Pension Plan Code
ii. Summary Plan Discription
iii. Change of Beneficiary Form
iv. Disability Pension Request Form
v. Contribution Election Form
vi. Retiree Direct Deposit Form
vii. Retiree Tax Withholding Election Form

viii. Annual Funding Notice

Pension Committee

i. Melvin Hicks – ATU 1197 President and PC Chairman
ii. Chantel Daniels – ATU 1197 Secretary
iii. Darrell Jenkins – ATU 1197 Appointed PC Member
iv. Raj Srinath – JTA CFO and PC Vice Chairman
v. Mary Smith – JTA Appointed PC Member
vi. Jeffery Smith – JTA COO Appointed PC Member

Meeting Minutes

i. May 23, 2023 Meeting Minutes
ii. December 27, 2023 Meeting Minutes
iii. July 25, 2024 Meeting Minutes

Plan Investments

i. 2st Quarter 2024
ii. 4th Quarter 2024 investment results