For Retirees UNDER Age 70.5

If you are a Retiree UNDER Age 70.5, you will need to take the following steps:

1. Read the Cover Letter for the Annual Pensioner Verification Process
   
   
2. Complete, print, sign, and date the Annual Pensioner Verification Form
   
   
3. Please contact the Administrative Trust Funds Office to obtain the Request for Social Security Earnings Information Form
   
   
4. Complete, print, sign, and date the Change of Address Form (If necessary)
   
   
5. Return the completed form(s) to:
   SOUTHERN CALIFORNIA IBEW – NECA TRUST FUNDS
   P.O. Box 6652
   Pasadena, CA 91109
   
   
6. And that's it!

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The following links will help you in understanding the Plan's Suspension of Benefit Rules:

• Pension Plan Article 9.7, Amendments 1, 2, 4 and 5
• Pension Plan Article 1.16
• Examples of Suspension of Benefit Rules-For Participants who have not reached their Normal Retirement Age (65)

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Still have questions? Check out the APV Process Video Walkthrough! Or call the Fund Office at (323) 221-5861 or (800) 824-6935.

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