FAQs

Retirement FAQs

All pension contributions are paid by participating employers. No contributions are required from you nor are they permitted.

Generally, no. Pension payments are paid as a lifetime benefit unless the actuarial present value of your monthly lifetime benefit is less than $5,000.00.

All change of addresses must be submitted in writing to the Administrative Office located at 533 S. Fremont Avenue, Los Angeles, CA  90071-1706 or faxed to the Pension Department at (213) 739-9369. Address Change Form is available on this website.

If you are married, pension benefits will be paid to your surviving spouse, provided that you have been married at least 1 year prior to your death. If you are not married, your designated beneficiary will receive 36 monthly payments equal to the amount you would have received had you retired at age 65. 

Contact the Administrative Office or you may submit a written request to 533 S. Fremont Avenue, Los Angeles, CA 90071-1706.

It is recommended that you request an application and submit it to the Administrative Office 60 to 90 days prior to the date you wish to commence benefits.

Generally, 30 to 45 days from your effective date of retirement.

Pension checks are mailed the last business day of the month.

Yes. To sign up for direct deposit, you can contact the Administrative Office to request an Electronic Funds Transfer Form, or you can print the form from our website and mail or fax it to the Administrative Office.

You may change your Federal Tax Withholding by completing a new Withholding Form. The W-4P form can be printed from our website or you may contact the Administrative Office to request a form be mailed to you.

Yes, 1099-R’s are generally mailed out the last week of January every year.

No, once pension payments begin the form of payment cannot be changed.

Yes, your monthly benefit will be increased the month following his/her death, provided you file a copy of the death certificate within 12 months of the date of death.

Generally, no. Contact the Administrative Office for information regarding Prohibited Employment before and after Normal Retirement Age (65).

If you have not received your check by the tenth business day of the month, you must submit a written request to the Administrative Office to have the check re-issued. 

No, your spouse at the time of your retirement remains your designated beneficiary as your subsequent marriage or divorce will not affect survivor benefits. 

Yes, you must notify the Administrative Office in writing within 15 days of your return to work in Prohibited Employment. Your pension benefits will be suspended for any calendar month that you work and if you are under the age of 65, your pension benefits will be suspended for an additional 6 months upon your re-retirement.

You must submit a written request (benefit resumption notice) to reinstate your benefits, indicating your last day of work in Prohibited Employment. Your benefits will be recalculated to include additional accruals, if any, and reinstated after the suspension period is fulfilled and recovery of benefits owed, if any.

You may submit a detailed job description to the Pension Department requesting a determination be made if the type of work would be Prohibited Employment.

MemberXG FAQs

The up and down arrows indicate the ability to reverse the order in which the information appears, either by date or alphabetically.

A drop-down list is a list of similar items that appear when the arrow in the drop down list box is clicked. Only one item may be selected in the list at a time. When an item is selected, the information that appears on the page is specific to that item.

When any text (alphabetic or numeric) is entered into the search box, the page will filter and redisplay with all items that contain the entered text. The search is specific to the page, not the entire MemberXG site. (For example, by searching for 2017 in the search bar in Work History, all contributions for a Fund for that month would display).

According to HIPAA privacy laws, a member is unable to view Protected Health Information (PHI) regarding a spouse, unless an authorization to release PHI is on file at the Administrative office. A member is unable to view Protected Health Information for a dependent who has reached the age of majority for the state where the dependent lives. Most states consider the age of majority to be 18, except Alabama (19), Nebraska (19), Colorado (21), Mississippi (21) and Puerto Rico (21).

Multiple dates will appear if there is a change in eligibility. A change in eligibility may include the addition of a dependent or spouse, loss of eligibility for a spouse or dependent, or a change in the eligible benefit plan or benefit level.

Please contact the Administrative Office if you are currently showing XELG under your eligibility. You will be required to fill out paperwork to enroll in a plan(s).

According to HIPAA privacy laws, a member is unable to view Protected Health Information (PHI) regarding a spouse, unless an authorization to release PHI is on file at the Administrative Office. A member is unable to view Protected Health Information for a dependent who has reached the age of majority for the state where the dependent lives or for a dependent who has specifically asked to keep their record private. Most states consider the age of majority to be 18 except Alabama (19), Nebraska (19), Colorado (21), Mississippi (21) and Puerto Rico (21).

Your spouse and dependent(s) may set-up their own MemberXG log in to view their information. The sign up instructions are the same for a dependent or spouse as they are for a member. 

Search for the work period by typing “201705” in the search box.

Hours worked in a month are submitted by the employer by the 25th of the following month. The Administrative Office enters the hours received from the employer as quickly as possible but may not be in the system until the 5th of the month, two months after the work was performed. For example, if you worked in April, the hours may not appear in MemberXG until June 5. 

Reciprocal hours are often received by the Administrative Office up to 2-3 months after work is performed. For instance, April hours, may not be received until June. However, should you need hours to be verified in order in to receive Eligibility, you are encouraged to contact the Administrative Office and ask for the Reciprocity Department.

“Refno” is an abbreviation for reference number that identifies the remittance submitted by the employer. If you have a question about a specific employer contribution, call the Administrative Office and provide the reference number.

In some older payments, the Net Amount appears in the Gross Amount field and the Gross Amount appears in the Net Amount field. Although the display fields are reversed, the issued payment was correct. Please contact the Administrative Office and ask for the Vacation Department, should you have additional questions.

You will be able to see deductions taken from the vacation check in the “Withholdings Total” column.

Click the arrow in the “Transaction Date” column. The arrow will re-order the information showing the most current transactions first.

A check will have a status of “P” for Paid and “PD” for Paid by Direct Deposit. 

Participants in the Southern Nevada Carpenters Annuity Plan will see the activity of contributions into the Plan and transactions of monies sent to Prudential, the Plan’s record keeper, within this page. Participants in the MDS-Millwright Deferred Savings Plan will see the activity of contributions into the Plan and transactions of monies sent to UBS, that Plan’s record keeper, within this page

This represents the monthly benefit amount of a single-life annuity at age 65 for vested participants.

Your vesting status shows at the end of the paragraph of text above the table of data.

You are able to see the detail of each plan year, including the contributions making up the totals by clicking on the orange button with the year.

Only Southwest Carpenters Pension information is displayed in MemberXG. Should you need information related to merged plans, please contact the Administrative Office and ask for the Pension Department.

You will see the total of your withholdings from your monthly pension in the “Withholdings Total” column.

You will see the abbreviations related to the status of the payment. For example, “P” is Paid and “PD” is Paid by Direct Deposit.