Southwest Service Administrators, Inc.

Utah Sheet Metal Pension

 

How do I find out how much my pension benefit will be?
Complete and print the Benefit Statement Request Form and mail to the fund office at 5251 Green Street, Suite 200, Murray, UT 84123

 

How do I apply for my pension benefit?
Complete and print the Online Pension Benefit Application and mail to the fund office at 5251 Green Street, Suite 200, Murray, UT 84123

 

How do I set up a direct deposit for my pension benefit?
Complete and print the Online Electronic Deposit Authorization Form and mail to the fund office at 5251 Green Street, Suite 200, Murray, UT 84123

 

How do I change the bank account information for my direct deposit pension benefit?
Complete and print the Online Electronic Deposit Authorization Form and mail to the fund office at 5251 Green Street, Suite 200, Murray, UT 84123

 

How do I change my Federal Tax Withholding?
Complete and print the Online W-4P Federal Tax Form and mail to the fund office at 5251 Green Street, Suite 200, Murray, UT 84123

 

Can I change my payment type?
No, payment type cannot be changed once the pension starts.

 

What will happen to my direct deposit pension benefit if the bank account is closed unexpectedly?
Your deposit will be rejected and you will be contacted by phone in order to have a manual check issued.

 

When do changes need to be received in order for my next monthly benefit to be updated?
The fund office must receive all changes by the 15th of the month in order to be updated for the next monthly benefit.

 

Can I fax information to the fund office?
The fund office can only accept documents with original signatures to prevent fraudulent activity.