You also may be a Participant in the Plan if you are a non-bargaining unit employee who has earned at least (5) benefit units under the Plan, and at least one half (1/2) of your total hours of service in the current or a prior Plan Year were worked as a bargaining unit employee. Your employer must have a subscription agreement with the Trust covering you and must contribute the specified contribution amount as determined by the Board of Trustees. As a Participant, you will receive a quarterly statement from the Fund Office showing the actual employer contributions paid on your behalf for that quarter and the value of your Individual Account. It is very important that you carefully review your statements and that you notify the Fund Office immediately if there is an error.
Qualification for Pension
- Normal Retirement Age
You attain age 65, the Plan's Normal Retirement Age, or later if you are not yet vested, at the fifth anniversary of your participation in the Plan without a Break in Service. You are considered retired when you reach age 65 and work less than 40 hours in a month in the Electrical Construction Industry in San Mateo County.
- Early Retirement - Attain Age 55
Thirty Days Without Working Elapse. You terminate your Covered Employment, attain age 55, the Plan's Early Retirement Age, or thereafter, and file a written certification that you have terminated or are intending to terminate your Covered Employment and/or any other employment in the electrical industry prior to your benefit commencement effective date.
- Permanent and Total Disability
Regardless of your age if you are totally and permanently disabled, you may apply for the money credited to your Individual Account. You will be considered totally and permanently disabled only if you are entitled to a Social Security Disability Benefit, which is effective during the time of your Covered Employment or immediately following such.
- Beneficiary Card
- California State Tax Withholding Form
- Change of Address
- Election Form – Age 70 ½
- Electronic Deposit Form (For Retiree Pension Payments only)
- Federal Pension Withholding Form (2022 W4P)
- NEBF I.B.E.W. Pension Benefit Fund Comparison
- Retirement Application (with instructions)
- Rollover Elections - Married
- Rollover Elections - Single
- Sample Qualified Domestic Relations Order
- Termination of Employment Application
- Application for Coverage as a Retiree