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International Union of Operating Engineers Local 30

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Annuity, Pension, Health & Welfare
Annuity Fund Distribution
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You may now initiate a distribution from IUOE Local 30 Annuity Plan, if you are eligible, by calling 1-866-84UNION (848-6466) Monday through Friday from 8:00 A.M. to midnight ET.  While a Member Services Specialist will be able to help you determine your specific distribution eligibility, you are generally eligible to receive a distribution from you IUOE Local 30 Annuity Plan if you are age 59 ½ or older and retired or age 55 or older and receiving a Local 30 Pension, are disabled or have not received an employer  contribution to your account for three consecutive months.

When you call about a distribution, you must enter your Social Security number and press the # key, then enter your personal identification number (PIN) and press the # key.  To speak with a Member Services Representative, Press “0”. Once it is determined that you are eligible for a distribution, Fidelity will instruct the Local 30 Trust Fund office to send you an application.  The application must be completed and returned to the Local 30 Trust Fund office.  Fidelity will then be instructed by the Local 30 Trust Fund office to send you a distribution check or to your designated rollover custodian.   

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In Memoriam 9-11-2001