Application for Defined Contribution (Annuity) Distribution for Participant - A participant must use this form to apply for a Defined Contribution (annuity) distribution. Please fill the form out in its entirety and include the required documentation before returning it to the Trust Fund Office.

Application for Defined Contribution (Annuity) Distribution for Non-Participant - Use this form if you are not a participant, but are applying for a Defined Contribution (annuity) distribution as a beneficiary or as the result of a QDRO. Please fill the form out in its entirety and include the required documentation before returning it to the Trust Fund Office.

Change of Address - Use this form to change your address. Be sure to fill it out completely and return it to the Trust Office. (English Version)

Forma Para Solicitar Cambio De Dirección (En Español) - Use esta forma para hacer un cambio de dirección postal.  Asegúrese de completer todos los espacios en la forma, y de enviar la misma a la oficina del Trust Funds.

Defined Contribution Plan Beneficiary Designation form - Use this form to designate beneficiary(ies).

Summary Annual Report - This describes the status of the fund at the end of Plan Year 2007.

Summary Annual Report - This describes the status of the fund at the end of Plan Year 2006.

Summary Annual Report - This describes the status of the fund at the end of Plan Year 2005.

Special Tax Notice - This notice explains how you can continue to defer federal income tax on your retirement savings in the Southern California IBEW-NECA Defined Contribution Plan (the "Plan") and contains important information you will need before you decide how to receive your Plan benefits.

Information on Covered/Non-Covered Employment for Completing Applications on Termination of Employment Prior To Retirement (Plan Article VI) - This information is for your reference when you complete the Application and give the date of your last covered or non-covered hour worked and the name of the covered or non-covered employer.