Pension Plan Application Checklist - Use this checklist to help you complete an application for Age/Disability Retirement Benefit.
Defined Benefit Pension Application Form - Use this form to apply for Defined Benefit Pension. Be sure to fill it out in its entirety before returning it to the Trust Fund Office.
Application for Pre-Retirement Death Benefit Form - Use this form to apply for Pre-Retirement Death Benefits.
Employer Certification Form - For Pension Applications, please answer the following questions and return the form to the Trust Fund Office. In order to expedite the processing of your pension application, please have your employer complete the "Employer Certification" below, prior to returning to this office.
Authorization for NEBF to release Social Security earning information form - Use this form to authorize the National Electrical Benefit Fund (NEBF) to release to the aforementioned Pension Plan any information they may, at any time, request which the NEBF has in its possession relating to you.
Request for Social Security Release information form - This form may be used to request social security earnings information from detailed earnings information to certified total earnings for each year.
Return to Work
Intent to work after retirement effective date form - This is the current notice of rules concerning 1) starting benefits for early retirement and 2) suspension of benefits for early retirees returning to work in the Electrical Construction Contraction Industry. The notice lists
the jobs and types of maintenance work that Early Retirees can perform and still continue to draw
pension benefits.
Request for work after Retirement determination form - Use this form to request work after a retirement determination. To determine if the work you are, or will be performing, is permissible under the plan, please have the employer provide the information requested in this form.
Legally Required
Summary Annual Report - Pension Trust Fund - This describes the status of the fund at the end of Plan Year 2007.
Summary Annual Report - Pension Trust Fund - This describes the status of the fund at the end of Plan Year 2006.
Summary Annual Report - Pension Trust Fund - This describes the status of the fund at the end of Plan Year 2005.
Annual Funding Notice - This notice, which federal law requires all multiemployer plans to send annually, includes important information about the funding level of the Southern California IBEW-NECA Pension Plan, Plan Number 001 and EIN 95-6392774 (Plan). This notice also includes information about rules governing insolvent plans and benefit payments guaranteed by the Pension Benefit Guaranty Corporation (PBGC), a federal agency. This notice is for the plan year beginning 7/1/2006 and ending 6/30/2007 (Plan Year).
Annual Funding Notice - This notice, which federal law requires all multiemployer plans to send annually, includes important information about the funding level of the Southern California IBEW-NECA Pension Plan, Plan Number 001 and EIN 95-6392774 (Plan). This notice also includes information about rules governing insolvent plans and benefit payments guaranteed by the Pension Benefit Guaranty Corporation (PBGC), a federal agency. This notice is for the plan year beginning 7/1/2005 and ending 6/30/2006 (Plan Year).
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