Plan Documents, Forms and Tutorials

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For your convenience, the following are the NEBF^® Plan documents and forms that can be downloaded from this website. Additional information referenced on this website are also listed below.

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Plan Documents

NEBF Summary Plan Description (PDF, 790KB)

Forms

Participant

Retirement Readiness Checklist (PDF, 215KB)
Change of Address form (PDF, 47KB)
- Note: You can also change your address on file through your Online Benefits Portal account.
Federal Income Tax Withholding Election form (PDF, 361KB)
Form W-4P (Withholding Certificate for Pension or Annuity Payments) (PDF, 363K B)
Request for Status Information (PDF, 35KB)
- Note: You can also request a Benefit Estimate through your Online Benefits Portal account.

Benefit Recipient

Change of Address form (PDF, 47KB)
- Note: You can also change your address on file through your Online Benefits Portal account.
NEBF Pensioners Status Form (Early/Normal Benefit) (PDF, 68KB)
NEBF Pensioners Status Form (Disability Benefit) (PDF, 68KB)
Temporary Return to Work Amendment (PDF, 56KB)

NECA Chapters, IBEW Local Unions and Employer

FASB Disclosure Information
Standard Contract Language (PDF, 16KB)
MPR-1 (PDF, 126KB)
MPR-2 (PDF, 90KB)
NEBF Participation Agreement (For Employer Use) (PDF, 307KB)
NEBF Participation Agreement (For NECA Chapter Use) (PDF, 307KB)
NEBF Participation Agreement (For Local Union Use) (PDF, 307KB)
Job Classification Codes (PDF, 177KB)
Employer Status Notification (PDF, 68KB)

Other

List of Required Documents (PDF, 30KB)
Qualified Domestic Relations Orders (QDRO) Procedures (PDF, 245KB)
Notice of Gross Labor Payroll (PDF, 876B)