Use this section to locate the required forms and resources associated with the Annuity Fund. For best results first download the form to your PC and then open the form on your PC.

You will need to use Adobe Reader to view the files below.

Change of Address (Spanish)

Change of Address (Brazilian)

Annuity Application (English)

Coronavirus Related Distribution

Coronavirus Related Distribution Form valid for distributions of less than 100k in total for Tax Year 2020 that meet the governmental requirements:

By completing the Coronavirus Related Distribution Form a member can confirm a distribution from an MLBF annuity account meets the CARE’s Act definition of a Coronavirus Related Distribution.

This allows the member to waive the 20% federal income tax withholding or it will be reduced to 10% at the time of distribution. Members that complete this form will also have the choice at tax time to pay these federal income taxes due on this distribution over three tax years.

A member under age 59.5 that completes this form will also have the 10% early withdrawal penalty waived.

*Please note that the MLBF is not allowing early distributions from the annuity plan and all members must still meet all standard distribution rules of the plan to receive payment.*

Annuity Application (Spanish)

Annuity Application (Brazilian)

Annuity Application (Continental Portuguese)

Qualified Domestic Relations Order (English)

Qualified Domestic Relations Order (Spanish)

Qualified Domestic Relations Order (Continental Portuguese)

Qualified Domestic Relations Order (Brazilian)

Application for Alternate Payee Benefits (QDRO) (English)

Annuity Beneficiary Card (English)

Annuity Beneficiary Card (Spanish)

Annuity Beneficiary Card (Brazilian)

Annuity Beneficiary Card (Continental Portuguese)

Survivor’s Application (English)

Annuity Direct Deposit Form (English)

Annuity Direct Deposit Form (Spanish)

Applicant’s Statement (Notary) (English)

Roll Over Election Form

Rollover Rejection Form