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Enroll In A Plan

Enroll in a US Plan

Pension Plan Enrollment Form

Ministerial Member Options for Pension Plan Membership

Pension Plan Dues Adjustment Worksheet

Employer Request for Pension Plan Dues Adjustment

Pension Plan Change/Addition of Employer Form


Tax-Deferred Retirement Account (TDRA) Enrollment Form

TDRA Enrollment Form for Self-Employed Ministers

Salary Contribution Agreement Form


Benefit Accumulation Account (BAA) Enrollment Form


Traditional and Roth IRA Enrollment Form

IRA Disclosure Statement

Eligibility for a Pension Fund Traditional or Roth IRA


Spousal Consent For Community Or Marital Property States

Enroll in a Canadian Plan

RCA Enrollment Form

Transfer or Rollover Funds

Rollover Transfer Overview Tip Sheet

Application for Rollover Contribution to TDRA

Application for Contract Exchange/Plan-to-Plan Transfer to TDRA

Application for Incoming Rollover/Transfer to Traditional IRA

Application for Incoming Rollover/Transfer to Roth IRA

Certification for Late Rollover Contribution Form

Special Tax Notice Pension Plan

Special Tax Notice TDRA

Make a Deposit or Contribution

TDRA and Pension Plan Contribution Form

BAA Contribution Form

Traditional IRA Contribution Remittance Form

Roth IRA Contribution Remittance Form

Member/IRA Owner Authorization Agreement for One-Time Debit (ACH)

Member/IRA Owner Authorization Agreement for Recurring Debit (ACH)

Member Authorization Agreement for One-Time Debit (ACH)

Member Authorization Agreement for Recurring Debit (ACH)

Employer Authorization Agreement for One-Time Debit (ACH)

Employer Authorization Agreement for Recurring Debit (ACH)

Return of Excess IRA Contribution Form

Make a Withdrawal or Take a Distribution

Benefit Accumulation Account (BAA) Application for Distribution

TDRA Application for One-Time Distribution

TDRA Application for Installment Payments

Traditional IRA Application for One-Time Distribution/Transfer

Traditional IRA Application for Recurring Distributions

Roth IRA Application for Distribution/Transfer

Change of Payment Distribution Form

Change of Payment Distribution Form International (Non-U.S.)

Take My Required Minimum Distribution (RMD) or Make a Qualified Charitable Distribution

TDRA Application for Required Minimum Distributions

Traditional IRA Application for Required Minimum Distributions

Substitute W4-P Form for Required Minimum Distributions

Required Minimum Distribution Fact Sheet for TDRA Accounts

Required Minimum Distribution Fact Sheet for IRA Accounts

Note: Please only complete the below application if you have a Traditional IRA and would like to use your RMD from your Traditional IRA to make a Qualified Charitable Contribution

Qualified Charitable Distribution Application (IRA Only)

Change My Personal Information or Designate a Beneficiary

Changes in Personal Information Form

Beneficiary Designation Form

Beneficiary Verification Form

Affidavit of Qualified Domestic Partnership

Termination of Qualified Domestic Partnership

Beneficiary Forms for Claiming Pension Fund Benefits

Beneficiary Application For TDRA Distributions

Beneficiary Application For IRA Distributions

Spouse Beneficiary Application For BAA Distributions

Spousal Inherited IRA Redesignation Form


Apply For Retirement

Application for Age Retirement Pension

Application for Early Retirement Pension

Housing Allowance Information for Retired Ministers

Housing Allowance Worksheet

Declare Housing Allowance

Housing Allowance Information for Retired Ministers

Housing Allowance Worksheet

Learn More About My Accounts

Member Resource Books

Pension Plan Member Resource Book

TDRA Member Resource Book

Traditional IRA Resource Book

Roth IRA Resource Book

BAA Account Holder Resource Book

Brochures

Pension Fund Product Overview

Pension Plan Brochure

TDRA Brochure

IRA Brochure

Rollover Transfer Overview Tip Sheet

Terms to Know


Pension Plan Special Tax Notice

TDRA Special Tax Notice

IRA Disclosure Statement



Apply for a Spouse Pension, Surviving Child Benefits or Refund of Dues

Application for Surviving Spouse Pension

Application for Surviving Child Benefits

Application for Surviving Child Educational Benefit

Surviving Child Educational Benefit Certification

Application for Dependent Parent Pension

Application for Refund of Refundable Dues for Vested Pension Plan Members

Application for Lump Sum Settlement from Pension Plan

Application for Alternate Payee Pension

Declare or Change Federal/State Tax Withholding

Substitute W-4P for Recurring Distributions

State Tax Withholding Form

Arkansas State Tax Withholding Form

California State Tax Withholding Form

Connecticut State Tax Withholding Form

Delaware State Tax Withholding Form

Georgia State Tax Withholding Form

Iowa State Tax Withholding Form

Kansas State Tax Withholding Form

Maine State Tax Withholding Form

Maryland State Tax Withholding Form

Massachusetts State Tax Withholding Form

Michigan State Tax Withholding Form

Nebraska State Tax Withholding Form

North Carolina State Tax Withholding Form

Oklahoma State Tax Withholding Form

Oregon State Tax Withholding Form

Vermont State Tax Withholding Form

Virginia State Tax Withholding Form

Enroll in a Student Gift Program

Application for the Student Gift Membership Program

Learn About My Medicare Supplement Insurance

Effective Jan. 1, 2020

Medicare Basic- Health Benefit Summary Plan Description

Medicare Supplement- Health Benefit Summary Plan Description

Apply for Accident Insurance or Disability

Accident Insurance Enrollment Form

Accident Insurance Beneficiary Designation Form

Disability Application Process

Spanish and Canadian Resources

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