Arizona State Carpenters Pension Trust Fund Plan Merger

The Arizona State Carpenters Pension Trust Fund Plan will merge into the Southwest Carpenters Pension Plan as of 11:59 p.m. on December 31, 2021.

Administration of the Arizona Plan will transfer from Zenith Administrators to the Carpenters Southwest Administrative Corporation (CSAC).

Zenith Administrators will process applications received through October 1, 2021.
CSAC will process applications received after October 1, 2021.
Your first benefit payment from CSAC will be made on February 1, 2022, regardless of the retirement date.
Your first payment will include benefits owed from your retirement date through February 1, 2022.

Call us for telephone support in English or Spanish after December 9, 2021 at (800) 293-1370, 8:00 a.m. to 5:00 p.m. PST. Zenith will no longer answer calls after this date.
Request assistance by emailing us at info@carpenterssw.org with “Arizona” in the subject line after December 9, 2021.
Retirement Application processing takes approximately 90 days from receipt of your application and all required documents.
Your personal information regarding pension credits and pension payments will be available online in the MemberXG portal beginning January 1, 2022. Go to carpenterssw.org to sign up.

You will receive your monthly benefit payments in the same manner as before, without interruption.
State tax withholdings will no longer be deducted from your benefits as of January 1, 2022.
Each year, you must verify that you have not engaged in Prohibited Employment by providing a copy of your Federal tax filing if you are under age 65.
Retirees over age 65 or beneficiaries receiving benefits must submit an annual notarized affidavit to confirm receipt of pension benefits.