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.

104(d) Notice

  • 104(d) Notice — The following notice is intended to provide a summary of plan information to employers and employee representatives of the Southern California IBEW-NECA Pension Plan. The information given is required to be furnished by law under ERISA Section 104(d). This notice relates to the 2015/2016 Plan Year which began July 1, 2015 and ended June 30, 2016.

Annual Funding Notice

FASB Disclosure

  • FASB Disclosure Information — In September 2011, the Financial Accounting Standards Board issued Accounting Standards Update (ASU) No. 2011-09, which requires certain financial-statement disclosures by employers who participate in multiemployer pension plans. To assist employers that contribute to the Southern California IBEW-NECA Pension Plan (Plan) and are required to make such a disclosure in their financial statements, we are providing the Plan-related information needed to complete the disclosure.

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

Rehabilitation Plan and Funding Improvement Plan ("FIP")

  • Frequently Asked Questions Regarding Plan Changes that are Effective April 1, 2017 — These are some frequently asked questions (FAQs) regarding the Plan Changes that are effective April 1, 2017.
  • Amendment to 9-28-16 Rehab Plan — First Amendment to the September 28, 2016 Rehabilitation Plan Adopted by the Southern California IBEW-NECA Pension Trust Fund October 27, 2016.
  • Rehab Plan September 2016 — This is to inform you that The Southern California IBEW-NECA Pension Plan ("Plan") was certified by its Actuary on September 28, 2016 to be projected to be in critical status for the Plan Year beginning July 1, 2018, pursuant to IRC Section 432(b)(3). Pursuant to IRC Section 432(b)(4) on September 28, 2016 the Trustees elected for the Plan to be in critical status effective July 1, 2016. Federal law requires that you receive this notice.
  • 2009 Rehabilitation Notice — This packet includes important information about your Plan in addition to providing certain legally required notices.

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.

Summary Annual Reports

Video Library and Benefits at a Glance

  • 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).
  • Benefits at a Glance — This brochure provides basic information about the Pension Plan, but does not provide complete details; it's an overview for your quick reference.