Defined Benefit Pension Plan Forms

Complete & Print Forms - You can complete most of the forms listed below right on your computer before you print. Simply click on a field in the form and type in the appropriate information. Then print the completed form, sign and mail it to the Trust Office. These printable forms are in PDF format. To read and print them, you need the free Adobe Reader (which is probably already installed in your system). Click here if you do not have Adobe Reader installed on your system.

General

  • General Contact Information Flyer — Thinking about retirement? The Southern California IBEW-NECA Administrative Office wants to assist you through the process. Here is a list of organizations you may wish to contact.
  • Pension Payment Options — This form provides you with an explanation of the various pension benefit payment options available to you under the rules of the Pension Plan.
  • Reciprocal Agreements — Special information and instructions concerning re-filing an application for Pension Plan Benefits.
  • Defined Benefit Beneficiary Designation Form — Use this form to designate the beneficiary(ies).
  • Direct Deposit Form (EFT) — Use this form to request pension checks to be deposited directly to your checking or savings account.
  • 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 completar todos los espacios en la forma, y de enviar la misma a la oficina del Trust Funds.
  • Form W-4P (2017) — The following link, Form W-4P (2017) will re-direct you to the IRS website which contains the PDF version of the Withholding Certificate to elect the rate of withholding for Federal tax purposes from your Pension benefit payments. Participants only need to file the form once, unless changes are needed, such as altering marital status. If you are unable to use the link provided above, please cut and paste https://www.irs.gov/pub/irs-pdf/fw4p.pdf into your browser.

Legally Required

Retirement

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.

Video Library

  • APV Process Video Walkthrough — Under a federal law known as ERISA, the Trustees have a fiduciary obligation to ensure that pension benefits are not paid to pensioners who are engaged in activities which could lead to the suspension of their monthly pension benefit under the Plan's Suspension of Benefit Rules. To discharge in part that fiduciary obligation, the Trustees require all pensioners to complete, on an annual basis, an Annual Pensioner Verification form. Completion and return of the form is "self-reporting" by an individual pensioner as to activities performed during the preceding calendar year. The Fund Office has prepared a video to introduce the APV process. Take a brief tour and review the video. The video is not a substitute for the Summary Plan Description. Prior to filing any application for benefits, you should thoroughly review the Summary Plan Description (SPD).
  • Thinking about Retirement — The Fund Office has prepared a video to introduce you to the process to apply for Retiree Pension Benefits and Retiree Health Plan. Take a brief tour and review the video. The video is not a substitute for the Summary Plan Description. Prior to filing any application for benefits, you should thoroughly review the Summary Plan Description (SPD).