- Home
- Forms
I'd like to ...
Enroll In A Plan
Enroll in a US Plan
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
Pension Plan Compensation Base Resource Worksheet
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
Eligibility for a Pension Fund Traditional or Roth IRA
Spousal Consent For Community Or Marital Property States
Enroll in a Canadian Plan
Transfer or Rollover Funds
Rollover Transfer Overview Tip Sheet
Application for Rollover Contribution to TDRA
TDRA Application for In-Plan Roth Rollover
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
Make a Deposit or Contribution
TDRA and Pension Plan 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)
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
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
Change My Personal Information or Designate a Beneficiary
Beneficiary Forms for Claiming Pension Fund Benefits
Apply For Retirement
Declare Housing Allowance
Learn More About My Accounts
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
Declare or Change Federal/State Tax Withholding
W-4P For Recurring Distributions
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
Enroll in a Student Gift Program
Learn About My Medicare Supplement Insurance
Effective Jan. 1, 2020. For current participants only. Not accepting new enrollments.
Medicare Basic- Health Benefit Summary Plan Description
Medicare Supplement- Health Benefit Summary Plan Description