Retirement Savings Plan Summary Plan Description

If You are Approaching Retirement

Contact the Plan Office to Schedule an Appointment or Obtain Application Forms

Phone or write the Plan Office (415) 263-3670 before you intend to retire to schedule an appointment with a Plan representative to review your retirement options and determine what documents you may need for timely processing of Retirement Savings Plan distributions and your application under the separate Northern California Electrical Workers Pension Plan (Pension Plan). The address of the Plan Office is: EISB, 720 Market Street, Suite 700, San Francisco, CA 94102. You must file an application with the Plan Office to obtain Plan benefits. You may want to file your application well before your planned retirement date so as to give the Plan Office time to process your application and obtain all the necessary information. You should submit at least the following to the Plan Office with your application:

  • your intended retirement date
  • proof of your age (birth certificate) and that of your spouse if you are married
  • your social security number and, if married, your spouse's social security number
  • proof of marriage, if applicable (marriage certificate)
  • copy of any domestic relations order requiring benefit payments to a former spouse
  • military discharge papers, if applicable

The Plan Office will notify you when your distribution request is approved.