Applying for Benefits

Ready to retire? Contact the Fund Office to request a pension application. You must return your completed application to the Benefits Office within 180 days before your planned retirement date.

You must also submit copies of the following documents, as applicable:

  • If you are married:
    • Proof of your age and your spouse’s age, such as birth certificates
    • A copy of your certified marriage license
  • If you are divorced:
    • A copy of your divorce decree and any settlement/property agreements
    • A copy of your qualified domestic relations order (QDRO)
  • If you are widowed: A copy of your spouse’s certified death certificate
  • If you are salaried: A copy of proof of employment dates and termination
  • If you are disabled: A copy of your Social Security disability award notification
  • If you served in the military during your elevator career: A copy of your Form DD214 (military discharge papers, if applicable)
  • If you are on Medicare: A copy of your and/or your spouse’s Medicare card

Educational Videos

Reading your annual retirement statement

About your 401(k) retirement benefits

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contact resource card

Contacts

Important phone numbers and websites

Learn More

This website provides an overview of benefits for eligible members of National Elevator Industry Benefit Plans. Refer to the Summary Plan Description (SPD) or plan contract/certificate and plan amendments for a full description of benefits. If there is a discrepancy between the information provided on this website and the official plan documents, the information provided in the official plan documents will govern.