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December 27, 2016 | Print | Site Map | Help
 

Pension Plan

 
Participation & Vesting
Q. What if I can't remember everywhere I worked, or when I first work in covered employment?
A. Please use your best estimate and provide as much information as you recall.
Q. Do I need to explain a change of name?
A. Yes. If your current name is not the name on your birth certificate or other documentation, please submit marriage certificates, divorce documents, name-change decrees, adoption papers, or other legal documentation regarding the change in your name.
Q. What should I do if I do not have the kind of proof of age documents you require?
A. Please contact the Trust Fund office and we will discuss your options with you.
Q. Can I go back to work in the industry after retiring?
A. If you are under 65, Normal Retirement age, generally you cannot work more than one day per calendar month. If you have reached Normal Retirement Age but are under 70½, Required Beginning Date, then you cannot work more than 39 hours per calendar month. Once you have reached the Required Beginning Date there are no restrictions on the amount of hours you may work per calendar month. Please contact the Trust Fund for further information.
Benefits
Q. What is a QDRO?
A. A QDRO is a Qualified Domestic Relations Order. It is a judgment directing the Fund to pay all or a portion of your benefits to an alternate payee, such as a former spouse.
Q. Why do you need to know my address if I have my pension deposited to my bank account?
A. You must keep the Trust Fund office advised of your home address in order to ensure that you receive your annual 1099-R Federal Income Tax form, your monthly payment voucher (if your benefit is electronically deposited), and other important information. Failure to keep the Trust Fund advised of your current home address may result in suspension of benefits.
Q. What should my family do about my pension if I die?
A. They should contact the Trust Fund office as soon as possible.
Q. If I am receiving a Joint and Survivor pension and I get divorced, is my ex-spouse still eligible for surviving spouse benefits? Can I add my new spouse?
A. The spouse to whom you are married at the time of retirement will be, if you chose a Joint & Survivor form of benefit, your surviving spouse even if you subsequently divorce. This election is irrevocable. Should you remarry, your new spouse would not be entitled to surviving spouse benefits.
Q. Whom should I contact about my health insurance?
A. You should call the Trust Fund office and ask to speak with the Health and Welfare Unit.
Procedures
Q. Do I need to submit my divorce documentation if I have been divorced, or a death certificate if I am widowed?
A. Yes. You must provide complete divorce documentation if you have ever been divorced. If you are widowed, your spouse’s death certificate is required.
Q. What if I was divorced or widowed prior to working in Covered Employment?
A. Divorce Documents must be submitted to substantiate your marriage ended prior to covered employment.

Exception: If you married your current spouse prior to Covered Employment, you do not need to submit your divorce documents.
Q. Can I just submit the final divorce decree?
A. No. You must submit all of the documentation, especially any property settlement.
Q. What should I do if I no longer have these documents?
A. You can obtain divorce documents at the courthouse in the county where you were divorced. Death certificates can be obtained at the courthouse in the county where your spouse died.
Q. What should I do if I no longer have these documents?
A. You can obtain divorce documents at the courthouse in the county where you were divorced. Death certificates can be obtained at the courthouse in the county where your spouse died.
Q. Why do you need my divorce documents or my spouse's death certificate?
A. California is a community property state. These documents must be submitted to determine if your former spouse may claim a portion of your benefits.
Q. What should I do if I move, or if I wish to change my bank account information?
A. If you move, please submit written notification including your name, Social Security number, old address, new address, and your signature.

If your benefit is electronically deposited and you need to change your bank information, please contact the Trust Fund and request a new Electronic Funds Transfer form.
Q. What should I do if I have a change in martial status?
A. You should contact the Trust Fund office and request a new beneficiary form.
Q. What if I don't receive my monthly check?
A. Please contact the Trust Fund office; a stop on the check payment will be placed and, it will be reissued to you if it hasn’t been cashed.
Q. When will I receive my 1099-R (tax form)? What if I do not receive it?
A. 1099-R forms are mailed by January 31 of each year. If you do not receive your form in a timely fashion after this date, please contact the Trust Fund office it will be reissued.

Contact Plan Administrator

Telephone NumberPhone:
(866) 894-3705

ContactEmail:
paintersinfo@hsba.com

Click for MapVisit Us
Health Services & Benefit Administrators, Inc. (HS&BA)
4160 Dublin Boulevard, Suite 400
Dublin, CA 94568-7756

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