Frequently Asked Questions

When I decide to retire, when should I notify the Benefits Office?

You should contact the Benefits Office Pension Unit no earlier than 180 days prior to your retirement date to request an application for retirement. Have available copies of your birth certificate, spouse’s birth certificate, marriage certificate, divorce decree or Qualified Domestic Relations Order (QDRO). You may contact the Pension Unit at 1-800-523-4702.

If I am permanently disabled, how can I apply for Social Security Disability benefits?

If you are permanently disabled and want to apply for Social Security Disability benefits, contact Allsup, Inc.at 1-800-383-2495. Allsup’s services are available at absolutely no cost to you and your family as long as you are eligible for health benefits under the Plan.

What is the impact to my pension if I continue to work in the trade after I retire?

In general, you are expected to retire from the trade to receive a pension.  Working at the trade after your pension starts may cause your pension to be suspended and dramatically increase the cost of your retiree health coverage.

There is no restriction on you if you work in other types of employment outside of the Elevator Industry.  If you work in other types of employment, your pension will not be suspended no matter how much income you earn or how many hours you work.

HOW MANY HOURS MAY I WORK?

  1. Retirees under age 65

    You may not work any amount of hours in “Disqualifying Employment” without the suspension of your pension benefit.  This includes supervisory work and self-employment or elevator consulting.

  2. Retirees Age 65 and Over

    You may work up to 39 hours per month in “Disqualifying Employment” without the suspension of your pension benefit.  This includes supervisory work and self-employment or elevator consulting.  However, working any amount of hours in Disqualifying Employment after retirement will greatly increase the cost of your retiree health coverage.

  3. Retirees over Age 70 and ½

    The Plan’s rules prohibit the Plan from suspending a pension for a pensioner after April 1 of the year following the year the pensioner attains 70 and ½ years of age.  After said date, a retiree’s pension cannot be suspended even if he accepts work, which is otherwise considered “Disqualifying Employment.” However, working any amount of hours in Disqualifying Employment after retirement will greatly increase the cost of your retiree health coverage.

How do I notify the Benefits Office when my address changes?

Complete and sign the Address Change Form from the attached link and fax or mail it to the Eligibility Unit at the Benefits Office.  Please refer to the form for faxing or mailing instructions.