FCMM Benefits & Retirement Home

Search form

Menu Account Access

Forms & Documents

Document Collections

Secure File Uploading

To securely send a form with personal information to FCMM, please use our secure file exchange portal.

Retirement

Forms (Participants), Information

00 Participant Enrollment Packet for Retirement Plan

Retirement Plan Participant Enrollment information, including Forms 01, 02, 03, and 12
Filename: _Participant Enrollment Packet (FILLABLE) 2001.pdf
Size: 991 KB
Download
Link
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) 2001.pdf
Size: 171 KB
Download
Link
Forms (Participants)

02 Beneficiary Designation for Retirement Plan

Retirement Plan participant beneficiary designation
Filename: 02 Beneficiary Designation (FILLABLE) 2001.pdf
Size: 98 KB
Download
Link
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) 2001.pdf
Size: 166 KB
Download
Link
Forms (Participants)

04 American Funds Selection

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

04A American Funds Portfolios Supplement

Additional information detailing the makeup of American Funds Portfolios listed on Form 04 Participant Investment Selection
Filename: 04A American Funds Portfolios Supplement 1706.pdf
Size: 111 KB
Download
Link
Forms (Participants)

05 Vanguard Funds Selection

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

07 Biblically Responsible Funds Selection

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

07A 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: 07A Biblically Responsible Funds Portfolios Supplement 202001.pdf
Size: 213 KB
Download
Link
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
Download
Link
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.
Link
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.
Link
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.
Link
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.
Link
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.
Link
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) 2001.pdf
Size: 128 KB
Download
Link
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) 2001.pdf
Size: 144 KB
Download
Link
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) 2005.pdf
Size: 380 KB
Download
Link
Forms (Churches/Employers), Information

21 Employer Guide

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 2001.pdf
Size: 2039 KB
Download
Link
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 1801.pdf
Size: 72 KB
Download
Link
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
Download
Link
Forms, Information

30 Retirement Plan Document

The complete Plan Document for the FCMM Retirement Plan [403(b)(9)], revision effective 1/1/2020. (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 2002.pdf
Size: 312 KB
Download
Link
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
Download
Link
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
Download
Link
Forms (Participants), Information

34 Retirement Plan Investment Policy

Retirement plan investment and asset allocation policy
Filename: 34 Retirement Plan Investment Policy 1805.pdf
Size: 347 KB
Download
Link
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
Download
Link
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
Download
Link
Forms (Participants), Information

37 Incorporation Bylaws

Filename: 37_Incorporation___Bylaws_1301.pdf
Size: 738 KB
Download
Link
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 2002.pdf
Size: 308 KB
Download
Link
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
Download
Link
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
Download
Link
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
Download
Link
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
Download
Link
Forms (Participants), Information, Reports

40 Performance Report 2013

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

42 Special Tax Notice for Distributions

Explains special tax rules on distributions.
Filename: 42 Special Tax Notice for Distributions 1604.pdf
Size: 148 KB
Download
Link
Forms (Participants), Information, Reports

41 Fees for 2018

FCMM Retirement Plan information on fees in the Plan for 2018
Filename: 41 Fees for 2018 1804.pdf
Size: 49 KB
Download
Link
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
Download
Link
 
© 2020 FCMM
Evangelical Free Church in AmericaECFA Accredited
Top