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Defined Contribution Pension 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.

    Contacting John Hancock — John Hancock can provide you with simple suggestions to help you on your journey to retirement. Contact us to access your account 24 hours per day, seven days per week.

    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 completar 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).

  • Legally Required

    Collection Policy and Procedures — This explains the Collection Policy and Procedures. Updated October 30, 2019.

    Summary Annual Report — This describes the status of the fund at the end of Plan Year 2021.

    Summary of Material Modifications - May 2020 - Extension of Time for Plan Loan Repayments — The Board of Trustees of the Southern California IBEW-NECA Defined Contribution Plan have elected to amend the Plan to afford certain Participants extensions of time in which to repay Plan loans, as allowed for a limited period by the Coronavirus Aid, Relief and Economic Security (CARES) Act ("Act"). The Amendment is effective for Participants who certify eligibility as "Qualified Individuals" under the Act and have Plan loans which are not in default with due dates occurring between March 27, 2020 and December 31, 2020.

    Summary of Material Modifications - May 2020 - Additional Distribution Option — The Board of Trustees of the Southern California IBEW-NECA Defined Contribution Plan have elected to amend the Plan to provide a further distribution option for retirees and other individuals entitled to a distribution of their account balance. The Amendment is effective for distributions on and after September 1, 2020.

    Summary Annual Report — This describes the status of the fund at the end of Plan Year 2020.

    Summary Annual Report — This describes the status of the fund at the end of Plan Year 2019.

    Summary Annual Report — This describes the status of the fund at the end of Plan Year 2018.

    2017 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2017.

    2016 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2016.

    2015 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2015.

    2014 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2014.

    2013 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2013.

    2012 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2012.

    2011 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2011.

    2010 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2010.

    2009 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2009.

    2008 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2008.

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

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

    2005 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.

  • Plan Notices

    Notice to Travelers Regarding Defined Benefit Plan Contributions (February 2022) — The Southern California IBEW-NECA Pension Plan was certified by its Actuary on September 28, 2021 that the Plan is in endangered status for the Plan Year beginning July 1, 2021. The Plan’s Co-Actuaries determined that the Plan emerged from Critical status for the Plan Year beginning July 1, 2018 and was in Endangered status for the Plan Year beginning July 1, 2018. Federal Law requires pension plans in Endangered status to adopt a Funding Improvement Plan ("FIP") aimed at improving the financial health of the Plan. The Plan was certified to be in Critical Status for the 2016 Plan Year and as required, the Board of Trustees adopted a Rehabilitation Plan with multiple schedules. The Trustees, working with the Plan Actuary, determined that the provisions of the Rehabilitation Plan are currently sufficient to meet the requirements of a “FIP” and those schedules are being continued under the October 21, 2021 Funding Improvement Plan Update. Consequently, there are no further benefit reductions or contribution increases beyond those contained within the September 26, 2016 Rehabilitation Plan, as amended, which contained two categories of Schedules.

    Notice to Travelers Regarding Defined Benefit Plan Contributions (Feb 2013) — On October 20, 2009, the Board of Trustees adopted a Rehabilitation Plan consisting of a Default Schedule, Alternative Schedule 1 and Alternative Schedule 2. The contributing employers and the membership of the IBEW Local Unions participating in the Southern California IBEW-NECA Pension Plan (Local Unions 11, 440, 441 and 477) entered into Alternative Schedule 2 of the Rehabilitation Plan.