Hardship Withdrawal Application - Use this form to apply for a hardship withdrawal.

Application for Profit Sharing Pension Benefit - Use this form to apply for Profit Sharing benefits.

Rollover & State Tax Withholding Form - Elect partial or complete rollovers to an IRA account or other qualified retirement plans.

Profit Sharing Designation of Beneficiary Form - This form allows you to designate primary or contingent beneficiaries.

Profit Sharing Direct Deposit Request - This form allows you request direct deposits.

Rollover Options for Lump Sum Distributions - This notice contains important information you will need before you decide how to receive your benefits.

Spousal Consent to Waiver of Qualified Joint and Survivor Annuity - A spouse uses this form to waive his/her right to the Qualified Joint and 50% Survivor Annuity.

Withholding Certificate for Pension or Annuity Payments (DE 4P) - Unless you elect otherwise, the law requires that personal income tax be withheld from payments of pensions and annuities. Use this form to elect whether income tax will be withheld from pension payments.

Withholding Certificate for Pension or Annuity Payments (W-4P) - Include this form with the Withholding Certificate for Pension or Annuity Payments if you elected to have Income tax withheld from your pension or annuity.

401(k) Election and Compensation Reduction Agreement for 2010 - Use this form to make a 401(k) deferral from your 2010 hourly wages to your account in the San Francisco Electrical Workers Retirement Savings Plan.

Summary of USERRA Rights - The following represents a summary of the rights afforded to Plan Participants who are ordered to active military service (USERRA Rights) as they relate to the Northern California Electrical Workers Pension Trust and the San Francisco Electrical Workers Health & Welfare Plan.

Profit Sharing/401(k) Plan (formerly Money Purchase Plan) - New Recordkeeping Services - Effective January 2007, some important enhancements were made by the Northern California Electrical Workers Money Purchase Pension Plan (the “Plan”). You should read this letter if contributions made by your employer are currently being invested in the Trustee-Directed Money Purchase Pension Plan.

Conversion of Money Purchase Plan to Profit Sharing/401(k) Plan - This is to notify you that the Northern California Electrical Workers Money Purchase Pension Plan (the “Plan”) will be converted to a Retirement Savings/401(k) plan on January 1, 2007, and that thereafter a profit sharing contribution will replace the current money purchase pension contribution.

Open Enrollment for Wage Deferral Election - In accordance with the collective bargaining agreement, if you have attained at least journeyman level and you are working for an employer that contributes to the San Francisco Electrical Workers Retirement Savings Plan, you may elect (or revise your current election) to make 401(k) pre-tax wage deferrals during open enrollment.

Important Announcement Regarding Your Retirement Savings Plan Account - This letter is to inform you of changes in the investment fund options offered in the San Francisco Electrical Workers Retirement Savings Plan. The Board of Trustees of the Plan periodically evaluates the plan’s investment options to provide you with a choice of investment options, which may help you to meet your retirement goals. As a result of that process, the following changes are being made to the plan’s investment fund lineup.

Investment Education Workshop - The Investment Education Workshop is online and ready for you to complete. This workshop contains audio, a slide presentation, and a workbook for download and reference. It is designed to give you the necessary information and tools to manage your own investments. It will help you to understand of the various asset classes available, the risk/return expectations of each, the nature of market volatility, and the design of an asset allocation appropriate to your individual circumstances and risk tolerance.

Notice of Changes to Recordkeeping Procedures Enhancing Services to Plan Participants - This letter is to announce that the Northern California Electrical Workers Money Purchase Pension Plan (the “Plan”) will be making some important enhancements, effective January 2007. You would have received this letter because contributions made by your employer were being invested in the Trustee-Directed Money Purchase Pension Plan.

Contributing Employer to the NCEW Money Purchase Pension Plan - The Northern California Electrical Workers Money Purchase Pension Plan is being converted to a 401(k)/profit sharing plan effective for all hours worked after December 31, 2006. This change is being made to reflect various changes in tax and pension laws over the past few years, and to give participants more flexibility to vary their contributions to the Plan depending on their own circumstances.

Important Notice on Participant Investment Direction for the Retirement Savings Plan - Whether you will have adequate savings at retirement will depend in significant part on how much you choose to save and how much you invest your savings. This document provides you information that will help you compare the investment options available to you under the SFEW Retirement Savings Plan.

Procedures for Administering Domestic Relations Orders (QDROs) - Pursuant to the Employee Retirement Income Security Act, as amended ("ERISA"), the Board of Trustees of the Northern California Electrical Workers ("NCEW") Pension Trust adopts these procedures for administering domestic relations orders which affect the pension benefits of Participants in the NCEW Pension Plan and/or the NCEW Retirement Savings Plan (Profit Sharing Plan).

Sample QDRO - This sample order is intended to assist attorneys in preparing Qualified Domestic Relations Orders (QDROs). The language in this sample order is currently acceptable to the Plans as meeting the requirements of a QDRO, although the language has not been challenged in court nor has a court definitively stated that the language meets ERISA's minimum standards for a QDRO.

Summary Annual Report - 2008 - This is the Summary Annual Report for the Plan year ending December 31, 2008.

Summary Annual Report - 2006 - This is the Summary Annual Report for the Plan year ending December 31, 2006.

Summary Annual Report - 2005 - This is the Summary Annual Report for the Plan year ending December 31, 2005.

Summary Annual Report - 2004 - This is the Summary Annual Report for the Plan year ending December 31, 2004.

Summary Annual Report - 2003 - This is the Summary Annual Report for the Plan year ending December 31, 2003.