1099-R Tax Form Update:
For 2020, the IRS changed the box numbering system on the 1099-R by adding box numbers to two boxes that previously did not have numbers: "FACTA filing" and "Date of Payment." Click
HERE for instructions on how to read the 1099-R Form you received.
Resuming in July 2021: Annual Pension Payment Verifications
In April 2020 due to the
COVID 19 pandemic, the Boards of Trustees of the UFCW Northern California
Employers Joint Pension Trust Fund, the UFCW Pharmacists, Clerks and Drug
Employers Pension Plan, and the Retail Clerks Specialty Stores Pension Fund temporarily
suspended the routine completion and submission requirement of Pension Payment
Verification (PPV) forms until June 30, 2021. There has been no suspension of
pension benefits during this period.
Beginning July 1, 2021, the Board
of Trustees of your Pension Plan are resuming the annual Pension Payment
Verification process. PPV Forms will be
mailed on a monthly basis to Retirees with upcoming birthdays.
Retirees with July birthdays will be the
first group to receive Pension Payment Verification forms. Please note, you are required to submit this document to the
Trust Fund Office within 75 days of initial mailing to ensure monthly pension
benefits are rightfully paid as entitled. There is no need to
contact the Trust Fund Office at this time.
Happy Birthday in advance from the Trust Fund Office.
COVID-19 (Coronavirus) Latest Updates
We are Practicing Physical Distancing in our Concord and Roseville Walk-In Lobbies:- Avoid entering the facility if you have a cough or fever
- Maintain 6 feet of distance between you and others
- Wearing a face cover is required
Still Open: Website, Email, Mail, Phones, Pension, Claims ProcessingMembers can continue to submit their COVID-19 Sick Leave Requests electronically, by logging into their website account and clicking on the red COVID-19 Sick Leave button. For more details on how COVID-19 has impacted Sick Leave Rules, please click on the link below.
EXTENDED: COVID-19 Sick Leave Rules for UEBT/UCBT eff. 3/20/2020 and will end on September 30, 2021.
Send documents by:
Email:TFOdocuments@ufcwtrust.comMail:UFCW & Employers TrustP.O. Box 4100Concord, CA 94524-4100Call:1-800-552-2400Pensioners! Food and drug store employers are hiring!
Effective immediately, the Board of Trustees of the Pension Plan has approved a temporary removal of work restrictions for Retirees returning to work for a Contributing Employer of the UFCW Northern California Employers Joint Pension Trust Fund or the UFCW Pharmacists, Clerks and Drug Employers Pension Plan.
This temporary removal of work restrictions will remain in place during the period that a state of emergency has been declared in California due to COVID. Retirees will continue receiving full pension benefits while working for a Contributing Employer during this time of need. No preapproval needed from the Trust Fund Office.
If you are healthy, have no underlying or chronic medical conditions, and have had no exposure to COVID-19, Contributing Employers from our industry are hiring! Please contact the Employer directly.
List of Joint Pension Fund Contributing EmployersList of Pharmacists, Clerks and Drug Employers Pension Plan Contributing Employers
IMPORTANT: COVID-19 (Coronavirus) Information
Here at the TFO, we understand the growing concerns about
COVID-19. We cannot offer medical advice. Use these resource links below as a starting point, to help you find answers to your questions.
www.cdc.gov/COVID19NorCal COVID-19 Resources
Medicare Expands Use of Telehealth for COVID-19
Your 2020 IRS Form 1095-B is now available online!
You can view, download and print this form by checking your TFO lnbox, located behind your personalized login.
To electronically request a paper copy be mailed to you:
- Log in above (Register Now if it’s your first time on our site
- Go to About Us
- Select Questions
- For Subject: select Eligibility/Benefits
- Under User Comments: Mail 2020 1095-B Form.
- Click Submit. A secure email will be sent to the Trust Fund Office.
- Form will be mailed to your address on file with the Trust Fund Office. (Please verify the Trust Fund Office has your correct mailing address/”My Contact Info” button at the bottom of the MY INFO page)
- Please allow 5-10 business days for mailing
Note: We will only mail the form to the address we have on file.
Additional Info on filing for 2020 Taxes:
https://www.healthcare.gov/taxes/other-health-coverage/
UEBT & UCBT Sick Leave Payout Checks
UEBT and UCBT Sick Leave Payout Checks for 2020 will mail on 02/22/2021. Please allow 5-10 business days for this mailing to arrive.
Members who
did not complete 2020 Open Enrollment
will not receive 2020 Annual Sick Leave Payout. You may fill out an Active Annual Verification Enrollment Form (Under Resources) and
write "2020 AV" at the top and return to the TFO for processing. Please allow 7-10 business days for processing, and then we will mail your Annual Sick Leave Payout.
You can read Frequently Asked Questions by
clicking here.Mobile Optimized Enrollment Site!
Click bit.ly/ufcwtrust.com
Or, you can download a website optimization link to your Android or Apple iOS device. Click on your preferred device's instructions to get started now!
