IF YOU ARE CLOSE TO RETIREMENT

Contact the Plan Office to Schedule an Appointment
The Board of Trustees encourages, you -- approximately four months before you intend to retire -- to phone or write the Plan Office (415-263-3670) to schedule an appointment with a Plan representative to review your retirement options and to determine what documents you may need for timely processing of your retirement application. The Plan office is located at 720 Market Street, Suite 700, in San Francisco.

Submit Retirement Application to the Plan Office
To be entitled to a benefit under the Plan you must file an application with the Plan Office. You may contact the Plan Office and request that a retirement application form and package be sent to you. As noted above, to assure that you receive your benefits on the date desired, you should file your application at least four months before you wish to retire. That will give the Plan Office time to process your application and obtain all the necessary information. As part of the application process you should submit at least the following to the Plan Office.

• your intended retirement date;
  
• proof of your age (birth certificate), and that of your Spouse if you are married;
  
• your social security number, and if married, your spouse's social security number;
  
• proof of marriage, if applicable (marriage certificate);
  
• military discharge papers, if applicable; and

The Plan Office will notify you in writing when your application is approved.