Forms & Documents

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Forms (Participants), Information

00 Participant Enrollment Packet for Retirement Plan

Retirement Plan Participant Enrollment information, including Forms 01, 02, 03, and 12
Filename: 00 Participant Enollment Packet (FILLABLE) 2101.pdf
Size: 1122 KB
Forms (Participants)

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) 2101.pdf
Size: 401 KB
Forms (Participants)

02 Beneficiary Designation for Retirement Plan

Retirement Plan participant beneficiary designation
Filename: 02 Beneficiary Designation (FILLABLE) 2101.pdf
Size: 287 KB
Forms (Participants)

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

Participant Investment Selection form (including salary deferral agreement if applicable)
Filename: 03 Investment Selection Form (FILLABLE) 2101.pdf
Size: 339 KB
Forms (Participants)

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)

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)

05 Vanguard Funds Selection

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

06 Christian Investors Financial Selection

Participant investment selection: Christian Investors Financial (Option H)
Filename: 06 Christian Investors Financial Selection 1805 (FILLABLE).pdf
Size: 47 KB
Forms (Participants)

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)

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)

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) 2005.pdf
Size: 394 KB
Forms (Participants)

09 Cash Withdrawal Request

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

09R Recurring Cash Withdrawal 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.
Forms (Participants)

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.
Forms (Participants)

11 Hardship Certification

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

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.
Forms (Participants)

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) 2101.pdf
Size: 309 KB
Forms (Participants)

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) 2101.pdf
Size: 358 KB
Forms (Churches/Employers)

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) 2101.pdf
Size: 514 KB
Forms (Churches/Employers), Information

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 2101.pdf
Size: 2097 KB
Forms, Information

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)

24 Contribution Remittance Instructions

Follow these instructions when remitting Retirement Plan contributions to FCMM.
Filename: 24 Contribution Remittance Guide 2001.pdf
Size: 191 KB
Forms (Churches/Employers)

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) 2103.pdf
Size: 229 KB
Forms (Churches/Employers)

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 template, customized by the employer, can serve that purpose. The template also provides documentation for the eligible employee to opt out of participating. An employer may request an editable Word version of the template by emailing fcmm@fcmmbenefits.org.
Filename: 27 TEMPLATE_Annual Notice of Right to Participate in 403b 2101.pdf
Size: 204 KB
Forms, Information

30 Retirement Plan Document

The complete Plan Document for the FCMM Retirement Plan [403(b)(9)], revision effective 7/1/2020. (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 202007.pdf
Size: 315 KB
Forms (Participants), Information

31 Investment Option Descriptions

A description of the investment fund Options available in the FCMM Retirement Plan.
Filename: 31 FCMM Fund Options Descriptions 2003.pdf
Size: 184 KB
Forms (Participants), Information

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

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 202101.pdf
Size: 253 KB
Forms (Participants), Information

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

36 Monthly Income Benefit Description

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 Description 2001.pdf
Size: 76 KB
Forms (Participants), Information

37 Incorporation Bylaws

Filename: 37_Incorporation___Bylaws_1301.pdf
Size: 738 KB
Forms, Information

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 FCMM Summary Retirement Plan Document 202007.pdf
Size: 308 KB
Forms (Participants), Information, Reports

40 Performance Report for the Year 2020

Information about portfolios and performance for FCMM Managed Funds for 2020.
Filename: 40 12312020 Performance Report 2102.pdf
Size: 245 KB
Forms (Participants), Information, Reports

40 Performance Report for the year 2019

Information about portfolios and performance for FCMM Managed Funds for 2019
Filename: 40 12312019 Performance Report 2003.pdf
Size: 246 KB
Forms (Participants), Information, Reports

40 Performance Report for the year 2018

Information about portfolios and performance for FCMM Managed Funds for 2018
Filename: 40 12312018 Performance Report 1902.pdf
Size: 248 KB
Forms (Participants), Information, Reports

40 Performance Report for 2017

Information about strategy and performance of FCMM funds for the year 2017
Filename: 40 12312017 Performance Report 1804.pdf
Size: 103 KB
Forms (Participants), Information, Reports

40 Performance Report 2016

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

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

40 Performance Report 2014

Information about strategy and performance of FCMM funds for the year 2014
Filename: 40 12312014 Performance Report 1502.pdf
Size: 39 KB
Forms (Participants), Information, Reports

40 Performance Report 2013

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

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.pdf
Size: 181 KB
Forms (Participants), Information, Reports

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.pdf
Size: 181 KB
Forms (Participants), Information

42 Special Tax Notice for Distributions

Explains special tax rules on distributions.
Filename: 42 Special Tax Notice 2008.pdf
Size: 88 KB
Forms (Participants), Information

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 2103.pdf
Size: 1330 KB
Forms, Brochures

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