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Retirement Savings Plan Forms Design Element
General
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.

Special Tax Notice Regarding Pension Plan Payments - 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 Joiny 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.

Notices
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.

QDRO
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.

Legally Required
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.