Plan Documents

• NEAP℠ Summary Plan Description  (PDF, 4MB)

Forms

• Change of Address form (PDF, 43KB)
  • Note: You can also change your address on file through your Online Benefits Portal account.
• Lump Sum Application (PDF, 216KB)
• Retirement Benefit Application (PDF, 730KB)
• Disability Benefit Application (PDF, 752KB)
• Beneficiary Form (PDF, 68KB)
• Life Stage Investment Change Form (PDF, 34KB)
• Direct Deposit Form (PDF, 99KB)
• Form W-4P/4R (Withholding Certificate for Pension or Annuity Payments) (PDF, 285K B)

NECA Chapters, IBEW Local Unions and Employers

• Standard Contract Language (PDF, 29KB)
• MPR-2 (PDF, 90KB)
• MPR-3 (PDF, 151KB)
• Employer Participation Agreement (PDF, 881KB)
• NECA Chapter Participation Agreement (PDF, 880KB)
• IBEW Local Union Participation Agreement (PDF, 812KB)
• Job Classification Codes (PDF, 41KB)
• Employer Status Notification (PDF, 68KB)

Tutorials

• Lump Sum Application (WMV, 1.5MB)
• Completing a Retirement Benefit Application (WMV, 2.1MB)
• Completing a Disability Benefit Application (WMV, 2.3MB)

Other

• List of Required Documents (PDF, 31KB)
• Qualified Domestic Relations Orders (QDRO) Procedures (PDF, 2.9MB)