If you are planning on retirement and need assistance please call us.  My cell number is 714 206-2931.

Attached are important documents you may need.  They are what I use when assisting our members with retirement.

FERS Retirement sf3107

Life Insurance SF2818

Pre Retirement Worksheet

PS1216-Current Mailing Address

SF2801 Civil Service

tsp-70

W-4 Tax Withholdings
In order to have things flow easier you should send in retirement papers as soon as possible.

In order to complete the process it is important to have all of the document you need.  Below is a suggestion of document you need.

Attached is the latest Voluntary Early Retirement Information.  Hopefully it will be helpful to you.

2018-VER-Q-and-As

2018-VER-Steps-At_A_Glance

092109 Settlement of Individual Retirement Counseling Dispute

Want to wish all of you a Merry Christmas, Happy New Year, and Holiday Season.

Next scheduled meeting is January 27, 2018 at 2 PM at the local union office , 1251 N. Tustin Ave., Anaheim, CA 92807.

On behalf of the Southwest Coastal Area Local Retiree Chapter I would like to wish all of you a Happy Veteran’s Day and Thanksgiving.

Thanks to all the Veterans who served.  I was proud to serve from Nov. of 1965 until May of 1979 in the United States Navy.

There is a big Veteran’s Function at the Orange County Fair Grounds on Saturday, November 11, 2017 beginning at 10 AM.  Parking is free.  Please brings friends, family, and grandchildren.

Bobby Donelson, your Retiree Chapter President

This is our Southwest Coastal Area Local Retiree Web Page.  It is officially in operation at this time.

Information is from Current ELM Manual Issue 42

566.34 Maximum Annuity Benefits

566.341 Eighty Percent Limitation

The basic annuity of a retiring employee may not exceed 80 percent of
high-3 average salary except when an annuity in excess of 80 percent results
from crediting unused sick leave. (See 562.4.) If an annuity computed under
the general formula exceeds 80 percent, it is reduced to an amount equal to
80 percent of the high-3 average salary. The reduction is made prior to
applying any reductions or increases.

566.342 Excess Service

If employees have service in excess of the years and months required to
provide the 80 percent maximum (usually 41 years and 11 months),
retirement deductions withheld after they have completed the service
requirements may be:

a. Credited to their voluntary contribution accounts if their regular
deduction obligations have been satisfied. (If employees owe a deposit
or redeposit, the money is first applied to that, and any balance is
credited as voluntary contributions.)

b. Refunded to employees if they elect the refund before their annuity is
granted and if no deposit or redeposit is due.

c. Paid in a lump sum to eligible survivors if the employee dies

Everyone Please Consider this Resolution – 

ARTICLE 6 REPRESENTATION

Whereas, a majority of APWU retirees department members paid full dues for decades; arguably far longer than a majority of current active dues-paying APWU members, and

Whereas, as the mothers and fathers of the APWU; retired members are a storehouse of knowledge, battle-tested experience, and wisdom to be utilized as a valuable APWU asset, and

Whereas retirees regularly assist locals and participate in APWU functions such as state and national elections and campaigns such as Staples, and

Whereas, retirees are MEMBERS – please refer to Article 3 Section 4 (e) All retirees who desire to become members of the APWU Retirees Department shall pay Thirty-Six Dollars ($36.00) per year per capita tax to the National Union.  Article 3 is membership.

Resolved all retiree in attendance at the APWU National Convention will be allowed voice and vote on all retiree related issues, and therefore be it further

Resolved, to amend the APWU Constitution & By-Laws; Article 6. “Representation”; Adding a New Section 6 (Change present Section 6 to Section 7) to read: “Wherever in Article 6, Sections 1 through 5. References to; ‘National Convention; Local, State, regional affiliates, or organizations voting strength/representation’ such provisions will apply to chartered APWU State and Local Retiree Chapters.

Resolved the new section would read:

SEC 6. Retiree delegates will be seated with a voice and a vote pursuant to the formula in Article 6, section one. 

Previously Adopted ___ Adopted ___ Not Adopted ___ Referred ___ Other ___

______________________             _______________________

Local President                                  Secretary Treasurer or Secretary

2018 we will be in Pittsburgh for the National Convention.  When the issue of voice and vote comes up I sincerely hope all of the delegates review the member’s bills of rights.  Especially note items 3,  Every member has the right to freedom of speech and the right to be heard and item ,  Every member has the right to participate in the activities of this Union.

In addition, retirees are MEMBERS – please refer to Article 3 Section 4 (e) All retirees who desire to become members of the APWU Retirees Department shall pay Thirty-Six Dollars ($36.00) per year per capita tax to the National Union.  Article 3 is membership.

Please consider these factors when the issue of voice and vote for retiree attending the National Convention is discussed.

Thank you a retiree since 2003.  Bobby Donelson

I want to publicly thank Pamela Baumgardner for getting the SWCAL Retiree WEB Page going.

She did a fantastic job.  Thank you so very much Pam.

We sent many messages back and forth and finally have an updated web page.

Pamela Baumgardner was the webtmaster when Ralph Lefter, James Chaing, Bobby Donelson, and Richard Cantu were Local President for the Southwest Coastal Area Local.  Her work has always been excellent and of high caliber. Now she is the webmaster for the Southwest Coastal Area Local Retirees.

The next regular Retiree Meeting is Saturday, October 28, 2017 at 2:00 PM at the local union office located at 1251 N. Tustin Avenue, Anaheim, CA .

One mile north of the 91 FWY – Tustin Off Ramp – left after you go over railroad tracks.

The Southwest Coastal Area Local Executive Board meets at 3 PM and the General Membership at 4 PM.