Southwest Service Administrators, Inc.

IBEW 570 & 518 and Southern AZ NECA Annuity Trust Funds

 

How do I apply for my Annuity Benefit?

Complete and print the online Annuity Benefit Application and mail to the Fund Office at PO Box 43170, Phoenix, AZ 85080-3170.

 

How do I find out how much my Annuity Benefit will be?

Complete and print the online Benefit Statement Request Form and mail to the Fund Office at PO Box 43170, Phoenix, AZ 85080-3170. You can also see your retirement benefit in your personal website account.

 

Can I change my payment type?

No, payment type cannot be changed once the Annuity starts.

 

How do I change my address?

Complete and print the online Change of Address Form and mail to the Fund Office at PO Box 43170, Phoenix, AZ 85080-3170.

 

How do I set up a direct deposit for my Annuity Benefit?

Complete and print the online Electronic Deposit Authorization Form and mail to the Fund Office at PO Box 43170, Phoenix, AZ 85080-3170.

 

How do I designate or change my beneficiary? 

Complete and print the online Beneficiary Designation Form and mail to the Fund Office at PO Box 43170, Phoenix, AZ 85080-3170.

 

What happens to my money if I die? 

To ensure that death benefits are paid to the person(s) to whom you want them to be paid, you should file a beneficiary designation with the Administrative Office.  If you have no named beneficiary or if your beneficiary predeceases you, then benefits will be paid according to the following order of succession: (1) to your surviving spouse, or (2) to your children in equal shares, or (3) to your Estate‚Äôs Executor or Administrator.