Supplemental Retirement Fund

Related Links to Benefit Information Back to local #10 Home Page

The Sheet Metal Local 10 Supplemental Retirement Fund is a defined contribution pension plan that is comprised of employer conbributions that provides an annual balance available at retirement age. Wells Fargo is the record keeper for this fund. You may contact Wells Fargo at, 1-866-LOCAL10 (1-866-562-2510) or online at www.wellsfargo.com

Individual Account Balance
You are mailed a quarterly statement from Wells Fargo. Please locate this document or contact Wells Fargo
at 1-866-LOCAL10 (1-866-562-2510) if you cannot find it or need more up to date information.

Distribution Rules and or requests
Contact Wells Fargo at 1-866-562-2510 or go to their website at www.wellsfargo.com/myretireplan.

Investment Options
Contact Wells Fargo at 1-866-562-2510 or go to their website at
www.wellsfargo.com/myretireplan

If you are eligible and would like to request a distribution please download the following three documents:

1. Distribution Form click here

2. Important Tax Notice click here

3. Payment Request Warning Letter click here

Change in Beneficiary
Click on this link Change in Beneficiary Designation in order to make a change in the designation of your beneficiary for all funds administered by the Fund Office or e-mail Terry Doerfler tdoerfler@smwbenefits.com or call 651-770-0991, or 1-800-396-2903 and request a change in beneficiary form.

Summary Plan Description
You can view the Summary Plan Description by clicking this link Supplemental Retirement Summary Plan Discription.

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Fund Office 651-770-0991 | 1-800-396-2903