Defined Benefit Pension Summary Plan Description

Benefit Application Procedure

If you are planning to retire, you should apply at least three (3) months before you stop working.

You may obtain pension application forms from the Administrative Office. The address and telephone number of the Administrative Office are:

Southern California IBEW-NECA Pension Trust Fund
100 Corson Street, Suite 200
Pasadena, CA 91103
(323) 221-5861
(800) 824-6935 Toll-Free Nationwide
(323) 726-3520 Fax

No benefits will be paid unless a pension application has been filed. An application will be considered filed when it is received by the Administrative Office, assuming all the required information and documents (e.g. birth certificates, marriage certificates) are included with the application. If you have not provided all the necessary information and documents, the Administrative Office will inform you as soon as reasonably possible.

Retroactive Benefits

It is recommended that you file your pension application before your expected retirement date. However, the Plan may permit payment of retroactive benefits for up to 12 months prior to the date an application is received by the Administrative Office. You are not eligible for these retroactive benefits if you engage in Suspendible Employment or activity during the retroactive period.