Annual Pensioner Verification package FAQs

The Southern California IBEW-NECA Trust Funds recently mailed the Annual Pensioner Verification package to all pensioners. Below are Frequently Asked Questions (FAQs) regarding this process:

  1.  I received a similar package last year. Do I need to complete the papers again?

    Yes. The Annual Pensioner Verification (also referred to as “APV”) packages are sent every year to pensioners. All forms must be completed annually. Should you fail to properly complete and/or timely return the forms to the fund office, your monthly pension benefit will be withheld until properly completed forms are returned to the fund office.

  2. Why is there an Annual Pensioner Verification Process?

    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.

  3. I retired last year, but I worked for part of the year prior to retirement. Do I need to list that employer?

    Yes. You must report all employers you worked for during the 2013 calendar year (January 1, 2013 through December 31, 2013).

  4. Where do I send the forms?

    ALL completed forms must be returned to the Southern California IBEW-NECA Administrative Trust Funds office. A return envelope was included in the mailing for your convenience.

  5. Do I need to date the Request for Social Security Earnings Information Form?

    No. Please do not date the form. Complete the Number Holder’s Information portion of the form: name, last four (4) digits of your social security number and date of birth. Sign the form and provide your address and daytime phone number.

The Southern California IBEW-NECA Administrative Trust Funds Office is here to assist you if you have questions or need assistance completing the forms related to the Annual Pensioner Verification Process. You may contact the Administrative Trust Funds Office at (323) 221-5861 or 1-800-824-6935. Regular business hours are 9am to 5pm, Monday through Friday.

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