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December 27, 2016 | Print | Site Map | Help
 

Pension Plan

 
Applications

Applications.

  1. A pension must be applied for in writing on a form and in the manner prescribed by the Board and the application filed with the Board at the Fund Office in advance of its Pension Effective Date. Except as provided in Section 10.05, a pension shall first be payable for the first month after the month in which the application is filed, if the Participant is otherwise eligible.

    Beginning with the sixth full month of Total and Permanent Disability, Disability Pension benefits will be payable for all months during which the Participant remains totally and permanently disabled as defined in Section 3.08.
  2. If a Pensioner submits evidence of entitlement to additional Benefit Units and/or accrued benefits, his or her increased pension, if any, will become effective:
    1. Retroactively to his or her Pension Effective Date, if the application for additional Benefit Units and/or accrued benefits was filed within one year after the first pension payment was made; or
    2. The first of the month following the date such application was made, if it was filed more than one year after the first pension payment was made.
  3. If a Participant previously denied a pension submits evidence of entitlement to additional Credited Service, Benefit Units and/or accrued benefits which subsequently qualifies him or her for a pension, his or her pension will become effective:
    1. Retroactively to the date determined under Subsection a. above, if the evidence of additional Credited Service, Benefit Units and/or accrued benefits was submitted within one year after he or she was advised of the denial of a pension.
    2. On the first of the month following the submission of such evidence, if it was filed more than one year after he or she was advised of the denial of a pension.

Information and Proof. Every Participant or Pensioner shall furnish, at the request of the Board, any information or proof reasonably required to determine his or her benefit rights. If the claimant willfully makes a false statement material to an application or furnishes fraudulent information or proof material to his or her claim, or fails to provide the notifications required, then to the extent permitted by ERISA, benefits under this Plan may be denied, suspended, reduced or discontinued. The Board shall have the right to recover any benefit payments made (1) in reliance on any willfully made false or fraudulent statement, information or proof submitted by a Participant or Pensioner or (2) prior to the receipt of any required notifications.

Action of the Board. The Board shall, subject to the requirements of the law, be the sole judge of the standard of proof required in any case and the application and interpretation of this Plan, and decisions of the Board shall be final and binding on all parties.

Wherever in the Plan the Board is given discretionary powers, the Board shall exercise such powers in a uniform and non-discriminatory manner.

Download the Pension Application Form.

References to specific section(s) of the Plan can be found in the Official Plan Document under Plan Documents on this website.

Contact Plan Administrator
regarding questions about your benefits

Telephone NumberPhone
(800) 782-0010

Contact FormEmail:
resilientinfo@hsba.com

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

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