Retirement Specialist
Kim Coats Tuck
[email protected] | Contact Form | APFA Ext. 8490
VEOP Checklists
April 12-Month VEOP with a Retirement Date of 4/1/2022
Retirement Handbook - The Good Slide v3.6 - 2.25.22
Leaving AA: What About my 401(k)? - Watch the Video on JetNet (login required)
Retirement Town Hall - August 12, 2021
Educational Videos
News
PBGC Late Retirement Formulas for LUS Flight Attendants - 3.20.17
2017 COBRA Insurance Rates - 9.27.16
2018 COBRA Insurance Rates - 10.03.17
401(k) Documents and Forms
401(k) Summary Plan Description
401(k) Beneficiary Designation Form
401(k) Qualified Domestic Relations Order (QDRO) Guidelines
401(k) Rollover Guidelines and Forms
Forms
(LUS) QDRO Guidelines and Instructions for PBGC Pensions
Legacy US Retirement Notification Form
Legacy US Rescind Retirement Form - 1.09.17
Benefits Assignment Form - 5.16.14
(LAA) Enhanced Pre-Retirement Survivor Annuity (QPSA)
Application for Retiree Photo ID
Archives / Bankruptcy
Legacy AA Pension Q & A - 3.08.16
Equity Distribution Fair Market Values - 3.02.15
Information On the Taxes Associated with 2014 Equity and Dividend Distributions - 3.02.15
How Safe Is My Pension Plan? - 12.22.11
Potential Bankruptcy and Retirement Plan Benefits
Retirement Articles
Stock Options
Stock Option Plan - Fact Sheet
Medicare / Insurance
Health Care Tax Credit Information for PBGC Recipients - 1.09.17
2017/2018 HCTC Airline Enrollment Book - 3.10.17
Medicare Employment Verification Form - 11.24.16
2018 Airline Trust Medigap Information - 11.09.17
2018 Airline Retiree Medigap VEBA Plan Information - 11.16.17
Part D Prescription Reimbursement Form for Pre-Bankruptcy AA Retirees - 3.10.17