Southwest Service Administrators, Inc.

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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 5223 S Ascension Way, Suite 200, Murray, UT 84123-2995.  You can also view your pension benefit via your portal account (Click login)

 

How do I apply for my pension benefit?
Complete and print the Online Pension Benefit Application and mail to the fund office at 5223 S Ascension Way, Suite 200, Murray, UT 84123-2995

 

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 5223 S Ascension Way, Suite 200, Murray, UT 84123-2995

 

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 5223 S Ascension Way, Suite 200, Murray, UT 84123-2995

 

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 5223 S Ascension Way, Suite 200, Murray, UT 84123-2995

 

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.

 

What about my pension through the SMW National Pension Fund?

You must contact the National Pension plan directly.

The Sheet Metal Workers’ National Pension Fund:

3180 Fairview Park Drive
Suite 400 
Falls Church, VA 22042

(703) 739-7000 or (800) 231-4622.
Or fax: (703) 683-0932

https://www.smwnpf.org