Forms & Documents

Forms (Participants) , Information

pdf 00 Participant Enrollment Packet for Retirement Plan

Retirement Plan Participant Enrollment information, including Forms 01, 02, 03, and 12
Filename: 00 Participant Enrollment Packet (FILLABLE) 2402.pdf
Size: 2225 KB
Forms (Participants)

pdf 01 Enrollment Application for Retirement Plan

Participant enrollment application for Retirement Plan for employee of an FCMM-participating organization. This form is also used when a participant moves to a new sponsoring employer.
Filename: 01 Enrollment_Application (FILLABLE) 2402.pdf
Size: 484 KB
Forms (Participants)

pdf 02 Beneficiary Designation for Retirement Plan

Retirement Plan participant beneficiary designation
Filename: 02 Beneficiary Designation (FILLABLE) 2401.pdf
Size: 441 KB
Forms (Participants)

pdf 03 Investment Selection for Retirement Plan (and optional Salary Deferral)

Participant Investment Selection form (including salary deferral agreement if applicable)
Filename: 03 Investment Selection & Salary Deferral Form (FILLABLE) 2401.pdf
Size: 493 KB
Forms (Participants)

pdf 04 American Funds Selection

Participant investment selection: American Funds (Option F) See Form 04Supp for detailed allocations of Portfolio Funds.
Filename: 04 American Funds Selection 1901.pdf
Size: 405 KB
Forms (Participants)

pdf 04Supp American Funds Portfolios Supplement

Additional information detailing the makeup of American Funds Portfolios listed on Form 04 Participant Investment Selection
Filename: 04Supp American Funds Portfolios Supplement 2103.pdf
Size: 2301 KB
Forms (Participants)

pdf 05 Vanguard Funds Selection

Participant investment selection: Vanguard Funds (Option G)
Filename: 05 Vanguard Funds Selection 2006.pdf
Size: 591 KB
Forms (Participants)

pdf 06 Christian Investors Financial Selection

Participant investment selection: Christian Investors Financial (Option H)
Filename: 06 Christian Investors Financial Selection (FILLABLE) 2401.pdf
Size: 132 KB
Forms (Participants)

pdf 07 Biblically Responsible Funds Selection

Participant Investment Selection: Biblically Responsible Funds (Option J) See Form 07Supp for detailed allocations of Portfolio Funds.
Filename: 07 Biblically Responsible Funds Selection 2001.pdf
Size: 433 KB
Forms (Participants)

pdf 07Supp Biblically Responsible - Timothy Plan Funds Portfolio Supplement

Additional information detailing the makeup of Biblically Responsible - Timothy Plan Funds Portfolios listed on Form 07 Participant Investment Selection
Filename: 07Supp Biblically Responsible Funds Portfolios Supplement 2103.pdf
Size: 213 KB
Forms (Participants)

pdf 08 Transfer/Rollover Request (into FCMM)

Complete this form to initiate the movement of funds from another retirement plan into your FCMM account.
Filename: 08 Transfer_Rollover to FCMM 403(b) (FILLABLE) 2303.pdf
Size: 598 KB
Forms (Participants)

file 09 Cash Withdrawal (Distribution) Request - One-Time

Use this form to request a cash withdrawal from your FCMM Retirement Plan account. To qualify for this cash withdrawal type, you must meet one of the following eligibility criteria: Age 59 ½; Severance of Employment; Disability; Alternate Payee in a QDRO; Beneficiary of Deceased Participant; or only requesting funds previously rolled into the FCMM Retirement Plan from another financial institution or the former pension plan. To request this form, please call FCMM Client Services at (800) 995-5357.

OTHER ONE-TIME CASH WITHDRAWAL OPTIONS AVAILABLE IN THE PLAN:
Form 09A - Distribution for Domestic Abuse Victim
Form 09B - Qualified Birth or Adoption Distribution
Form 11 - Hardship Withdrawal Certification

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Forms (Participants)

file 09A Distribution for Domestic Abuse Victims

Use this form to request a cash withdrawal from your FCMM Retirement Plan account. To qualify for this cash withdrawal type, you must be a victim of domestic abuse that occurred within the past 12 months. The amount requested is limited to the lesser of $10,000 or one-half of your account balance. This is a penalty-free distribution that [optionally] may be repaid to the Plan. To request this form, please call FCMM Client Services at (800) 995-5357.

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Forms (Participants)

file 09B Qualified Birth or Adoption Distribution

Use this form to request a cash withdrawal from your FCMM Retirement Plan account. To qualify for this cash withdrawal type, you must have  incurred expenses associated with the birth or legal adoption of a child. The amount requested is limited to $5,000 per child born or legally adopted within the past 12 months. Qualified distributions are penalty-free and [optionally] may be repaid to the Plan. To request this form please call FCMM Client Services at (800) 995-5357.

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Forms (Participants)

file 09R Recurring Cash Withdrawal (Distribution) Request

To request this form to initiate a monthly recurring withdrawal from your FCMM Retirement Plan Account, please call FCMM Client Services at (800) 995-5357.
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Forms (Participants)

pdf 09S Stop Request - Recurring Cash Withdrawals

Complete this form to discontinue a current monthly recurring withdrawal from your FCMM Retirement Plan Account.
Filename: 09S Stop Request Recurring Withdrawal (FILLABLE) 2401.pdf
Size: 290 KB
Forms (Participants)

file 10 Rollout Request (from FCMM)

To request this form to initiate a rollover or transfer from your FCMM Retirement Plan Account to another qualified account, please call FCMM Client Services at (800) 995-5357.
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Forms (Participants)

file 11 Hardship Withdrawal Certification

Use this form to request a cash withdrawal from your FCMM Retirement Plan account. This is an in-service distribution limited to those with an immediate and heavy financial need who do not meet the eligibility criteria of other withdrawal options in our Plan. The IRS restricts the availability of funds for hardship withdrawal to the following reasons*: Medical Expenses; Costs directly related to purchase of primary residence; Payment of post-secondary tuition and related fees; Payments necessary to prevent eviction/foreclosure; Burial or funeral expenses; Expenses for repair of damage to principal residence; and Expenses or losses incurred as a result of a FEMA disaster. To request this form please call FCMM Client Services at (800) 995-5357.  *Additional requirements noted on the form.

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Forms (Participants)

file 12 Third Party Disclosure Authorization

Third party disclosure authorization allows you to give permission for another party (such as spouse or financial adviser) to discuss the specifics of your account with FCMM. A separate Form 12 must be on file for each person you wish to include. TO REQUEST THIS FORM, please call FCMM Client Services at (800) 995-5357.
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Forms (Participants)

pdf 15 Asset Transfer Election (Non-Roth)

This form can be used to transfer non-Roth funds among the Retirement Plan investment options.
Filename: 15 Asset Transfer (FILLABLE) 2301.pdf
Size: 324 KB
Forms (Participants)

pdf 16 Asset Transfer Election (Roth)

Use this form to request a transfer of your Roth funds among the Retirement Plan investment options.
Filename: 16 Asset Transfer ROTH or AT (FILLABLE) 2301.pdf
Size: 325 KB
Forms (Churches/Employers)

pdf 20 Employer Adoption Agreement for Retirement Plan

Employer Adoption Agreement - used by church or organization to adopt FCMM Retirement Plan as the employer's retirement plan, to state the manner in which contributions will be made, and to determine any unique terms.
Filename: 20 EMPLOYER Adoption Agreement (FILLABLE) 2402_3.pdf
Size: 886 KB
Forms (Churches/Employers) , Information

pdf 21 Employer Guide for Retirement Plan

Compliance and "How to" information to help a treasurer, bookkeeper, executive pastor, or administrator understand the employer’s responsibility in regard to the FCMM Retirement Plan. Updated annually.
Filename: 21 FCMM Employer Guide 2401.pdf
Size: 3107 KB
Forms (Participants) , Forms (Churches/Employers) , Information

pdf 23 Enrollment Procedures for Retirement Plan

Lists procedures.for enrolling in the Retirement Plan, including employer adoption and employee enrollment.
Filename: 23 Enrollment Procedures 2103.pdf
Size: 195 KB
Forms (Churches/Employers)

pdf 24 Contribution Remittance Instructions

Follow these instructions when remitting Retirement Plan contributions to FCMM.
Filename: 24 Contribution Remittance Guide 2401.pdf
Size: 258 KB
Forms (Churches/Employers)

pdf 25 Contribution Remittance Form

Blank form for employer to complete and send with the remittance of Retirement Plan contribution(s) to FCMM. See Form 24 for instructions. More information is also available in Form 21 Employer Guide. A customized remittance form is provided with each confirmation of contributions. The customized remittance is also available as an Excel file upon request.
Filename: 25 Contribution Remittance Form (FILLABLE) 2401.pdf
Size: 1056 KB
Forms (Churches/Employers)

pdf 27 TEMPLATE-Annual Notice of Right to Participate in 403b

FCMM recommends that employers annually notify employees of their eligibility to participate in the Retirement Plan. This fillable form template can serve that purpose. The template also provides documentation for the eligible employee to opt out of participating. If an employer wishes to customize the template, it may request an editable Word version of the notice by emailing fcmm@fcmmbenefits.org.
Filename: 27 TEMPLATE_Annual Notice of Right to Participate in 403b 2101.pdf
Size: 204 KB
Forms (Participants) , Forms (Churches/Employers) , Information

pdf 30 Retirement Plan Document

The complete Plan Document for the FCMM Retirement Plan [403(b)(9)], revision effective 1/1/2024. (This is the detailed Plan Document. For a summary of features for participants, see Form 38 Summary Plan Document.)
Filename: 30 FCMM Retirement Plan Document 202401.pdf
Size: 321 KB
Forms (Participants) , Information

pdf 31 Investment Option Descriptions

A description of the investment fund Options available in the FCMM Retirement Plan.
Filename: 31 FCMM Fund Options Descriptions 2401.pdf
Size: 181 KB
Forms (Participants) , Information

pdf 33 Privacy Notice

Description of FCMM's policy and practices for collection and security of participant data.
Filename: 33 FCMM Privacy Notice 1805.pdf
Size: 92 KB
Forms (Participants) , Information

pdf 34 Retirement Plan Investment Policy

Retirement plan investment and asset allocation policy for FCMM-managed funds, including moral screening.
Filename: 34 Retirement Plan Investment Policy 2101_0.pdf
Size: 253 KB
Forms (Participants) , Information

pdf 35 How to Start Receiving Retirement Plan Benefits

Quick description of how to start receiving benefits from your FCMM Retirement Plan.
Filename: 35 Starting Retirement Benefits 2001.pdf
Size: 69 KB
Forms (Participants) , Information

pdf 36 Monthly Income Benefit Information

A description of the in-plan method for converting some or all of your FCMM Retirement Plan account assets into a Monthly Income Benefit ("annuity").
Filename: 36 Monthly Income Benefit Information 2307.pdf
Size: 226 KB
Forms (Participants) , Information

pdf 37 Incorporation Bylaws

Filename: 35 Starting Retirement Benefits 2001.pdf
Size: 69 KB
Forms (Participants) , Forms (Churches/Employers) , Information

pdf 38 Summary of Important Plan Features for Participants (Summary Plan Document)

The Summary Plan Document for participants in the FCMM Retirement Plan, Form 38. (For the detailed Plan Document, see Form 30 Retirement Plan Document.)
Filename: 38 Summary Retirement Plan Document 202401.pdf
Size: 300 KB
Forms (Participants) , Information , Reports

pdf 40 Performance Report for the Year 2022

Information about portfolios and performance for FCMM Managed Funds for 2022
Filename: 40 12312021 Performance Report 2202.pdf
Size: 249 KB
Forms (Participants) , Information , Reports

pdf 40 Performance Report for the Year 2021

Information about portfolios and performance for FCMM Managed Funds for 2021.
Filename: 40 12312022 Performance Report 2302_0.pdf
Size: 251 KB
Forms (Participants) , Information , Reports

pdf 40 Performance Report for the Year 2020

Information about portfolios and performance for FCMM Managed Funds for 2020.
Filename: 40 12312019 Performance Report 2003_0.pdf
Size: 246 KB
Forms (Participants) , Information , Reports

pdf 40 Performance Report for the year 2019

Information about portfolios and performance for FCMM Managed Funds for 2019
Filename: 40 12312018 Performance Report 1902_1.pdf
Size: 248 KB
Forms (Participants) , Information , Reports

pdf 40 Performance Report for the year 2018

Information about portfolios and performance for FCMM Managed Funds for 2018
Filename: 40 12312017 Performance Report 1804_0.pdf
Size: 103 KB
Forms (Participants) , Information , Reports

pdf 40 Performance Report for 2017

Information about strategy and performance of FCMM funds for the year 2017
Filename: 40 12312016 Performance Report 1704.pdf
Size: 50 KB
Forms (Participants) , Information , Reports

pdf 40 Performance Report 2016

Information about strategy and performance of FCMM funds for the year 2016
Filename: 40 12312016 Performance Report 1704_0.pdf
Size: 50 KB
Forms (Participants) , Information , Reports

pdf 40 Performance Report 2015

Information about strategy and performance of FCMM funds for the year 2015
Filename: 40 12312015 Performance Report 1605.pdf
Size: 50 KB
Forms (Participants) , Information , Reports

pdf 40 Performance Report 2014

Information about strategy and performance of FCMM funds for the year 2014
Filename: 40 12312013 Performance Report 1406.pdf
Size: 42 KB
Forms (Participants) , Information , Reports

pdf 40 Performance Report 2013

Filename: 40 12312013 Performance Report 1406_0.pdf
Size: 42 KB
Forms (Participants) , Information , Reports

pdf 41 Retirement Plan Fees for 2023

FCMM Retirement Plan information on fees in the Plan, applicable to 2023
Filename: 41 Retirement Plan Fees for 2023 2302_0.pdf
Size: 183 KB
Forms (Participants) , Information , Reports

pdf 41 Retirement Plan Fees for 2022

FCMM Retirement Plan information on fees in the Plan, applicable to 2022
Filename: 41 Retirement Plan Fees for 2022 2201_0.pdf
Size: 181 KB
Forms (Participants) , Information , Reports

pdf 41 Retirement Plan Fees for 2021

FCMM Retirement Plan information on fees in the Plan, applicable to 2021
Filename: 41 Retirement Plan Fees for 2021 2101_0.pdf
Size: 181 KB
Forms (Participants) , Information , Reports

pdf 41 Retirement Plan Fees for 2020

FCMM Retirement Plan information on fees in the Plan, applicable to 2020
Filename: 41 Retirement Plan Fees for 2020 2001_0.pdf
Size: 181 KB
Forms (Participants) , Information

pdf 42 Special Tax Notice for Distributions

Explains special tax rules on distributions.
Filename: 42 Special Tax Notice 2020-62 - 2101.pdf
Size: 88 KB
Forms (Participants) , Information

pdf 50 FCMM Retirement Plan Member Welcome Packet

Upon enrollment in the FCMM Retirement Plan, a new Member receives this Welcome Packet with important information.
Filename: 50 FCMM Member Welcome Packet 2302.pdf
Size: 1962 KB
Forms (Participants) , Forms (Churches/Employers) , Brochures

pdf FCMM Retirement Plan Brochure

Advantages | How Contributions Work | Multiple Investment Options | Contribution Limits | Forms of Distributions | Contact Information
Filename: 20180101_FCMMBrochure_RetirementPlan (web).pdf
Size: 287 KB