Plan Documents, Forms and Tutorials

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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)

Plan Documents

Forms

Other