Forms & Documents
The Forms & Documents page offers a filterable inventory of plan documents, forms, notices, and calendars available for download. This resource helps participants easily find the materials they need related to their pension benefits and plan details.
Need a form not listed here? Contact us at 412-562-1174 and we’ll get you what you need.
Summary Plan Description
The Summary Plan Description (SPD) is your go-to guide for understanding how the Steelworkers Pension Trust works. Written in plain language, it explains what benefits you are entitled to, how you qualify for them, and your rights under federal law. If you ever have a question about your pension, the SPD is the best place to start. The most recent version, updated February 2025.
Participant Downloads
List of Services
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List Item 1 Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.Item Link List Item 1
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List Item 2 Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.Item Link List Item 2
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List Item 3 Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.Item Link List Item 3
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List Item 4 Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.Item Link List Item 4
List of Services
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Change of Address FormChange of Address Form
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Beneficiary Designation Form – Active EmployeesBeneficiary Designation Form – Active Employees
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Direct Deposit AuthorizationDirect Deposit Authorization
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2025 Form W-4P2025 Form W-4P
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Information Request Form (Benefits)Information Request Form (Benefits)
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Lump Sum Death Benefit Option Designation Form for Participant OnlyLump Sum Death Benefit Option Designation Form for Participant Only
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Lump Sum Death Benefit Option Election Form for Retirees – SingleLump Sum Death Benefit Option Election Form for Retirees – Single
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Lump Sum Death Benefit Option Election Form for Retirees – MarriedLump Sum Death Benefit Option Election Form for Retirees – Married
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Form to Change Beneficiary of Period Certain Type Pension (For Already Retired)Form to Change Beneficiary of Period Certain Type Pension (For Already Retired)
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Drafting a Qualified Domestic Relations Order (QDRO) for ParticipantsDrafting a Qualified Domestic Relations Order (QDRO) for Participants
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Model Qualified Domestic Relations Order (QDRO)Model Qualified Domestic Relations Order (QDRO)
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Notice of Election of Funding ReliefNotice of Election of Funding Relief
Employer Downloads
List of Services
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List Item 1 Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.Item Link List Item 1
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List Item 2 Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.Item Link List Item 2
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List Item 3 Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.Item Link List Item 3
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List Item 4 Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.Item Link List Item 4
Contract Bargaining Resources
List of Services
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List Item 1 Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.Item Link List Item 1
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List Item 2 Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.Item Link List Item 2
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List Item 3 Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.Item Link List Item 3
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List Item 4 Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.Item Link List Item 4
List of Services
Funding Notices
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List Item 1 Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.Item Link List Item 1
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List Item 3 Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.Item Link List Item 3
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List Item 4 Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.Item Link List Item 4
List of Services
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2023 Funding Notice2023 Funding Notice
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2022 Funding Notice2022 Funding Notice
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2021 Funding Notice2021 Funding Notice
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2020 Funding Notice2020 Funding Notice
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2019 Funding Notice2019 Funding Notice
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2018 Funding Notice2018 Funding Notice
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2017 Funding Notice2017 Funding Notice
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2016 Funding Notice2016 Funding Notice
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2015 Funding Notice2015 Funding Notice
Financial Disclosures
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List Item 1 Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.Item Link List Item 1
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List Item 3 Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.Item Link List Item 3
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List Item 4 Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.Item Link List Item 4
List of Services
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FASB Disclosure Statement 2022FASB Disclosure Statement 2022
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FASB Disclosure Statement 2021FASB Disclosure Statement 2021
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FASB Disclosure Statement 2020FASB Disclosure Statement 2020
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FASB Disclosure Statement 2019FASB Disclosure Statement 2019
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FASB Disclosure Statement 2018FASB Disclosure Statement 2018
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FASB Disclosure Statement 2017FASB Disclosure Statement 2017
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FASB Disclosure Statement 2016FASB Disclosure Statement 2016
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FASB Disclosure Statement 2015FASB Disclosure Statement 2015