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

If you have been denied a benefit or disagree with how your benefit was determined, you can appeal to the Board of Trustees. You can use the form below to submit your appeal.

Click here to view the Appeal Form