Sunday, January 25, 2026

Frequently Asked Pension Questions


Q. Who do I notify if my spouse has passed away?
A. If your spouse was retired and receiving a monthly pension check, you must contact the Trust Fund Office immediately at 925-208-9997. If your spouse was not retired, contact the Trust Fund Office regarding possible death benefits. A certified copy of the death certificate will need to be provided.
Q. How do I change either my federal and/or my state of California income tax withheld from my monthly pension benefit?
A. You can have tax withholding changed at any time during the year by completing either a new federal or a new state tax withholding form and mail it to the Trust Fund Office. The appropriate forms are available on this website.
Q. How can I change my direct deposit information?
A. Whenever you have a change in your bank account, a new direct deposit authorization form must be completed. A form is available on this website for your convenience.
Q. How can I change my address with the Trust Fund Office?
A. You can complete the change of address form located on this website and mail it to the Trust Fund Office at P.O. Box 237, San Ramon, CA 94583.
Q. If I would like an estimate of my pension benefit at retirement age, who do I contact?
A. Please contact the Trust Fund Office at 925-208-9997 and request to speak with the Pension Department.
Q. I’m going through a divorce, what does the Plan require?
A. The Plan is required to comply with a court order that awards a portion or all of your pension benefits to a former spouse. The order must meet the requirements of a Qualified Domestic Relations Order (QDRO). You may request the Plan’s procedure for handling domestic relations orders, which includes a sample order to assist in the preparation of such orders. Also, please submit a photocopy of your Judgment of Dissolution to the Trust Fund Office.