Pension Plan 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 Plan 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.

Documents

  • Summary Plan Description – This is your benefits booklet known as the Summary Plan Description.
  • Pension Plan Document – This document describes pension and other benefits for Participants and Beneficiaries under the Northern California Electrical Workers Pension Plan, and is generally effective as of January 1, 2008, as a restatement of the Plan document previously effective as of January 1, 2002.

General

  • Pension Application Request Form – Use this form to request application and documents to commence pension benefits.
  • Direct Electronic Deposit Request Form – Use this form to apply for a Direct Deposit for the Defined Benefit Plan.
  • 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.
  • 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.
  • Retiree Health & Welfare Monthly Charges - Deduction Assignment – As a convenience to retirees who are required to make monthly direct payments to the San Francisco Electrical Workers Health and Welfare Plan, the Trustees of the Northern California Electrical Workers Pension Trust have amended the Plan to allow an "after tax" and "voluntary" deduction from monthly pension checks. If you are interested in this option, please complete the following and return to the Plan Office.
  • Defined Benefit Designation of Beneficiary Form – This form is used to designate primary or contingent beneficiaries for the Defined Benefit Plan.
  • Pension Enhancement Option – Retiring Participants who are contemplating receiving a distribution from their Individual Retirement Savings Individual Account in one of the monthly installment arrangements, or as a lifetime annuity, to help offset Early Retiree self-payments or other expenses may want to consider this option as an alternative. Before making a decision, you should carefully review the following information to determine if you are interested in the pension enhancement option.
  • Suspension of Benefit Plan Provisions – At the time of your retirement, you will be notified of the provisions of the Plan relating to prohibited employment, overpayment, recovery of overpayment and the procedure you would follow to secure a review of any monthly pension payments that have been suspended. In general, your benefits will be suspended for any period in which you engage in "prohibited employment" as defined under the Plan.

Legally Required

  • 2017 Annual Funding Notice – This notice includes important information about the funding status of your pension plan ("the Plan") and general information about the benefit payments guaranteed by the Pension Benefit Guaranty Corporation ("PBGC"), a federal insurance agency.
  • 2016 Annual Funding Notice – This notice includes important information about the funding status of your pension plan ("the Plan") and general information about the benefit payments guaranteed by the Pension Benefit Guaranty Corporation ("PBGC"), a federal insurance agency.
  • Notice of Recent Change/Clarifications – September 2016 – The Trustees of the Northern California Electrical Workers Pension Plan ("Plan") have one change to the Plan, and one clarification, to bring to your attention.
  • 2015 Annual Funding Notice – This notice includes important information about the funding status of your pension plan ("the Plan") and general information about the benefit payments guaranteed by the Pension Benefit Guaranty Corporation ("PBGC"), a federal insurance agency.
  • Notice of Recent Change/Clarifications – March 2016 – The Trustees of the Northern California Electrical Workers Pension Plan ("Plan") have one change to the Plan, and two clarifications, to bring to your attention.
  • 2014 Annual Funding Notice – This notice includes important information about the funding status of your pension plan ("the Plan") and general information about the benefit payments guaranteed by the Pension Benefit Guaranty Corporation ("PBGC"), a federal insurance agency.
  • 2013 Annual Funding Notice – This notice includes important information about the funding status of your pension plan ("the Plan") and general information about the benefit payments guaranteed by the Pension Benefit Guaranty Corporation ("PBGC"), a federal insurance agency.
  • 2012 Annual Funding Notice – This notice includes important information about the funding status of your pension plan ("the Plan") and general information about the benefit payments guaranteed by the Pension Benefit Guaranty Corporation ("PBGC"), a federal insurance agency.
  • 2011 Annual Funding Notice – This notice includes important information about the funding status of your pension plan ("the Plan") and general information about the benefit payments guaranteed by the Pension Benefit Guaranty Corporation ("PBGC"), a federal insurance agency.
  • 2009 Annual Funding Notice - NCEW Pension Plan – This notice includes important funding information about your pension plan (the "Plan"). This notice also provides a summary of federal rules governing multiemployer plans in reorganization and insolvent plans and benefit payments guaranteed by the Pension Benefit Guaranty Corporation (PBGC), a federal agency. This notice is for the plan year beginning January 1, 2009 and ended December 31, 2009 (referred to hereafter as "Plan Year").
  • 2008 Annual Funding Notice – This notice, which federal law requires all multiemployer plans to send annually, includes important information about the funding level of the Northern California Electrical Workers Pension Plan for 2008.
  • Summary Annual Report - 2007 – This is the Summary Annual Report for the Plan year ending December 31, 2007.
  • 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.

Notices

  • Pension Plan Overview - April 8, 2010 – This notice is a summary of the NCEW Pension Plan January 16, 2009 meeting, describing changes to the Plan that have taken effect since the previous meeting, Plan demographics, an overview of the current Plan status, and a legislative update.

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.