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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

Pension Committee

i. Melvin Hicks – ATU 1197 President and PC Vice Chairman
ii. Chantel Daniels – ATU 1197 Secretary
iii. Darrell Jenkins – ATU 1197 Appointed PC Member
iv. Gregory Hayes – JTA CFO and PC Chairman
v. Rosa Beckett – JTA Appointed PC Member
vi. Kelli O’Leary to Charles Frazier – JTA Appointed PC Member

Meeting Minutes

i.June 26, 2020 Meeting Minutes
ii.March 6, 2020 Meeting Minutes
iii.November, 22, 2019 Meeting Minutes
iv.October 31, 2019 Meeting Minutes
v.July 23, 2019 Meeting Minutes
vi.December 14, 2020 Meeting Minutes
vii.May 17, 2021 Meeting Minutes
viii.June 25, 2021 Meeting Minutes

Plan Investments

i. 1st Quarter 2020
ii. 2nd Quarter 2020
iii. 3rd Quarter 2020
iv. 4th Quarter 2019
v. 4th Quarter 2020
vi. 1st Quarter 2021
vii. 2nd Quarter 2021