Need Account Help?
Call: 844-353-7839
Call: 844-353-7839
Use our toll free number to get to a Trust Office Representative who can help you with your account.

General Information for Employers and IAFF Locals
Find what you need
Download our forms, documents, and reports. Note that all Plan documents are PDFs and are best viewed on devices with a large screen, such as personal computer or tablet device.
For any of our fillable forms we suggest the following steps:
- Download the form to your computer
- Fill it out and save the form
- Print it out
- Sign the form (legal requires a physical signature)
- Scan in the final form and email, fax, or upload the form on the Member Portal
Participant Forms
- Participant Data Form
- Standard Claim Reimbursement
- Additional Line Items for Claims
- Direct Deposit Authorization Form
Notices
- COBRA General Notice
- HIPAA Notice of Privacy Practices
- 2025 Annual Premium Verification Notice
- 2025 Annual Premium Verification FAQ
For Employers
Individual Account Management
- 2025 Annual Investment Selection – Full Packet
- Lump Sum (Leave) Transfer Investment Selection Letter and Selection Form
- Lump Sum Transfer Bulletin
- IAFF MERP Investment Selection Packet – New Individual Account
- Individual Account Fund Fact Sheets (2024Q4)
- 2025 IAFF MERP Investment Selection Form
- Appendix C – Lump Sum Transfer Conversion Table
- Appendix E – Early Retirement Factors Table