Plan Documents, Forms and Tutorials

Plan Documents, Forms and Tutorials

For your convenience, the following are the NEBF℠ Plan documents, forms and tutorials 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.
Direct Deposit Authorization form (PDF, 97KB)
Federal Income Tax Withholding Election form (PDF, 361KB)
Form W-4P (Withholding Certificate for Pension or Annuity Payments) (PDF, 363K B)
NEBF℠ Participant Pension Application (PDF, 775KB)
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.
Direct Deposit Authorization form (PDF, 97KB)
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)