Forms & Notices

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General Use (All Plans)

OE Federal Credit Union Membership Application

Health & Welfare

Active Enrollment Form

Add/Delete Dependents

Authorization for Automatic Deduction of Health & Welfare Payment

Authorization for Release of Protected Health Information (PHI)

Blue Shield Plan Enrollment

Change of Beneficiary – Life Insurance Only

COBRA Continuation of Coverage Election

Incapacitated Child – Request for Continued Coverage

Kaiser Plan Enrollment

Kaiser Summary of Benefits & Coverage – 07/01/2018 –  06/30/2019

Notice of Creditable Coverage – October 2018

Points Account – Premium Payment Reimbursement Request

Retiree Election Form

Pension – Defined Benefit

Annual Funding Notice 2017 – April 2018 

Change of Beneficiary Designation

2019 DE4P

Direct Deposit Electronic Funds Transfer Request

Eligible Rollover Distribution

Eligible Rollover Distribution for Non-Spouse Beneficiaries

Federal & State Tax Withholding

Notice of Endangered Status & Funding Improvement Plan – April 2018

Pension Application

Pension Estimate Request

2019 W-4P

Your Rollover Options – IRS Tax Notice

Pension – Defined Contribution

Eligible Rollover Distribution

Eligible Rollover Distribution for Non-Spouse Beneficiaries

Participants Whose Homes Were Damaged by California Wildfires – May 2018

Application for Distribution

Right to Defer Your Defined Contribution Plan Distribution

Supplemental Pension Beneficiary Designation

Your Rollover Options – IRS Tax Notice