RETIRED EMPLOYEES'
ELIGIBILITY FOR BENEFITS
Eligibility of Retired Employees Age 62 or Older
If you are a Retired Employee age 62 or older, you shall be eligible for
benefits under this Trust if the following conditions are satisfied:
1 . you were employed by an employer required to pay contributions to
the Trust based on employment during each of the 10 Plan Years immediately preceding the Plan Year in which retirement began;
2. you were employed by an employer required to pay contributions to the Trust based on such employment during at least 15 of the last 20
Plan Years before the Plan Year in which retirement began, including
the last two Plan Years before the Plan Year in which retirement began; and
3. you allow the Trust to deduct a required self-payment from your monthly pension benefit from the Kern County Electrical Pension Plan for your self and your dependents. These amounts are determined by
the Board of Trustees and adjusted from time to time.
Retired Employees on Disability Pension
If you are a Retired Employee receiving a Disability Pension from the Kern
County Electrical Pension Fund based on total and permanent disability,
you shall be eligible for benefits under this plan, if the conditions set forth in the section for Retired Employees Age 62 or Older of this Plan are satisfied. The Trustees may require you to show proof of continued entitlement to receive the Disability Pension from time to time.
Retired Employees Age 55 through 61
If you are a Retired Employee younger than 62 years of age who satisfies either of the first two conditions in the section for retired Employees Age 62 or
Older of this Trust, you may establish eligibility for benefits under this Trust by
making payments directly to the Trust, if the following conditions are satisfied:
1. your first required self-payment is received by the Trust on or before
the first day of the first month in which your pension is payable, or the first day of the month following the end of your eligibility as an Active Employee, whichever is later; and
2. you have not allowed eligibility to end by failing to make a timely self
payment; and
3. subsequent required self-payments are received by the Trust on or
before the first day for which coverage is desired.
The amount of the required self-payment is determined by the Board of Trustees and adjusted from time to time.