Call (213) 739-9367 to have a retirement application mailed to you. Sorry, the application cannot be faxed. The application requires your and your spouse’s notarized signatures. Typical processing time is from 60 to 90 days, so try to file ahead of time.

The Pension Staff will review your completed application to determine your eligibility for benefits. If you are not presently eligible for benefits, you will receive a letter of explanation. If your application is approved, the Trust will mail you an Approval Letter.

The Approval Letter will explain your monthly payment options. Along with it, you will receive an election form (if more than one payment option is available), a Retirement Declaration, and tax withholding forms. The election form requires notarization.

These forms must be completed, signed, and returned to our office before any payments can begin. Provided you have submitted all necessary documents by the due date given in your Approval Letter, you should expect your first payment at the beginning of the following month.

Make sure you always have a current address and phone number on file.

Your retirement effective date cannot precede the date the Trust office receives your application. You may submit an application up to six months prior to your requested effective date.

You must stop working in the construction industry by the effective date of your retirement unless you are over age 65, in which case you may work up to 40 hours a month while collecting your pension. Once you have passed your Required Beginning Date (April 1 of the year following the year you turn 70 ½), you may work without limitation while you draw your pension.

• Copies of birth certificates for you and your spouse, your marriage certificate, divorce decrees, if applicable

• The names and locations of any other Related Plans with which you have earned credit

• Copies of your tax forms (1040s and W-2s), if you are retiring before age 62 and have had periods were you have not worked in covered employment after 1992