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SMA Forms

Because our application period is time sensitive, we ask that you contact the SMA Fund by phone for an application. We will promptly provide the information you request.

Below is a listing of SMA forms which you can download, fill out and submit to the Fund Office.


Click here to view the Change of Address Form


Are you getting divorced? If so, you may be able to use the Plan's model Qualified Domestic Relations Order (QDRO). It may save you time and attorney's fees.


Click here to view the SMA QDRO Form

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