Pension Fund January Communications and Other Important Dates

January Communications Other Important Dates Office Closures

Holiday greetings to you and your family this Christmas. As we look to the new year, our team has been working diligently to prepare for our year-end close procedures. You may receive several communications from our staff based on your accounts, account status, and life stage. As these items are mailed, we will update the main phone line’s hold message to reflect the current status for members who call our Member Relations Team.

The following documents, to be postmarked by Jan. 31, 2026, will be mailed in this order:

1099-INTs for taxable interest
1099-Rs for Pension and all withdrawals from Tax-Deferred Retirement Accounts and IRAs, including Required Minimum Distribution (RMD)
Fourth quarter statements (IRA account holders legal notice of Dec. 31, 2025 market value)
Annual gift receipts for donations to Ministerial Relief and Assistance
Notice of Required Minimum Distribution for members over the age of 73 who have a Pension Fund Traditional IRA, and/or Tax-Deferred Retirement Account 403(b)
Puerto Rico Forms - 480.7C or 480.6A - to be postmarked by Feb. 28
Canadian T4A-RCA slip, mailed by Royal Trust of Canada, no later than Feb. 28

Other Important Dates:

Noon on December 31, 2025 – January 4, 2026 members will not be able to submit any distribution requests on the Member Portal. On Monday, Jan. 5, members can resume distribution requests, with funds available in accounts by Jan. 7th.
April 15 – Last day to submit IRA contributions toward the 2025 tax year
April 22-25 – Spring board meeting where Special Apportionment Credits are considered for July 1
May 5 – Annual Member call at 11 a.m. and 7 p.m. (EST)
June 1 – 5498s for IRA account holders who contributed in 2025 – for informational purposes only
October 1 – Deadline to submit RMD application and QCD applications to satisfy an RMD
November 6 – RMD will be paid no later than this date for those who receive an annual distribution
November 20-21 – Fall board meeting where Good Experience Credits are considered for 2026
Dec. 23 at noon EST – Deadline to submit enrollment paperwork with funds. Enrollment and/or funds submitted after this date will be held and completed in the new year.

Pension Fund Office Closure Dates for 2026:

January 1 (New Year’s Day)
January 19 (Martin Luther King Jr. Day)
February 16 (Presidents’ Day)
April 3 (Good Friday)
May 12 (Staff Training)
May 25 (Memorial Day)
June 19 (Juneteenth)
July 3 (Independence Day)
August 13 ( Staff Training)
September 7 (Labor Day)
November 26-27 (Thanksgiving)
December 11 (Staff Training)
December 24 and 25 (Christmas)

You can find these dates and more on our calendar of events.