Southwest Service Administrators, Inc.

IBEW Local 520 Annuity Plan

Frequently Asked Questions

How do I apply for my annuity?

Complete and print the Online Annuity Benefit Application and mail to the Fund Office at 2300 Buena Vista SE, Suite 127, Albuquerque, NM 87106

 

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

Complete and print the Online Benefits Statement Request Form and mail to the Fund Office at 2300 Buena Vista SE, Suite 127, Albuquerque, NM 87106

 

How do I change my address?

Complete and print the Online Change of Address Form  and mail to the Fund Office at 2300 Buena Vista SE, Suite 127, Albuquerque, NM 87106

 

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 2300 Buena Vista SE, Suite 127, Albuquerque, NM 87106

 

What will happen to my direct deposit Annuity Benefit if the bank account is closed unexpectedly?

Your deposit will be rejected and you will need to provide new account information or submit a written request for a physical check to be mailed to your address.

 

Can I fax information to the Fund Office?

The Fund Office can only accept documents with original signatures to prevent fraudulent activity.

 

How do I designate or change my beneficiary? 

Complete and print the Online Beneficiary Form and mail to the Fund Office at 2300 Buena Vista SE, Suite 127, Albuquerque, NM 87106