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Health & Welfare Reciprocity Agreement

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Home » Support » Health & Welfare Reciprocity Agreement

Submit a Reciprocity Agreement

Reciprocity Agreement

1. I am a member of IUOE Local No.

and my Union Registration No. is

2. My Home Health and Welfare Fund is

3. I understand that, upon approval of my request to transfer, I cannot later request that any contributions which may be transferred to my Home Fund be transferred back to the transferring Fund.

4. I understand that, upon approval of my request to transfer contributions, my and my dependants’ eligibility for benefits and all other participant rights shall be determined exclusively by the terms of my Home Fund’s plan and rules, and not by the terms of the transferring Fund’s plan and rules.

5. By making this request, I waive and release, on behalf of myself and my dependants, any and all claims against both Funds and their fiduciaries relating to whether the transfer of contributions is in my or their best interests.

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