Southwest Service Administrators, Inc.

What is Vesting Service?
Vesting Service refers to your non-forfeitable right to receive benefits from the plan when you terminate employment.

What is a Benefit Credit?
Benefit Credit was used to calculate the amount of your pension benefit through December 31, 1984.

What is the Normal Retirement date?
Normal Retirement date is the date you reach age 65.

How do I find out how much my pension benefit will be?
Go to Pension Lookup or you may complete and print the Online Benefit Statement Request Form and mail to the fund office at P.O. Box 43170, Phoenix, AZ 85080-3170.

How do I apply for my pension benefit?
Complete and print the Online Pension Benefit Application and mail to the fund office at P.O. Box 43170, Phoenix, AZ 85080-3170.

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 P.O. Box 43170, Phoenix, AZ 85080-3170.

What is Prohibited Employment?
If you are younger than age 70 ½ and working in Prohibited Employment, you may not be entitled to receive a pension benefit for the month(s) you worked in Prohibited Employment. Please check with the Plan to determine if you are considering returning to work while collecting a pension benefit.

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 P.O. Box 43170, Phoenix, AZ 85080-3170.

How do I change my address?
Complete and print the Online Change of Address Form and mail to the fund office at P.O. Box 43170, Phoenix, AZ 85080-3170. 

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 P.O. Box 43170, Phoenix, AZ 85080-3170.

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.