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Retirement

Forms (Participants), Information

Participant Enrollment Packet for Retirement Plan

Enrollment information, including Forms 01, 02, 03, and 12
Filename: _Participant Enrollment Packet (FILLABLE) 1906.pdf
Size: 1548 KB
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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) 1906.pdf
Size: 168 KB
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Forms (Participants)

02 Beneficiary Designation for Retirement Plan

Retirement Plan participant beneficiary designation
Filename: 02 Beneficiary Designation (FILLABLE) 1901.pdf
Size: 98 KB
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Forms (Participants)

03 Investment Selection for Retirement Plan

Participant Investment Selection form (including salary deferral agreement if applicable)
Filename: 03 Investment Selection Form (FILLABLE) 1904.pdf
Size: 237 KB
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Forms (Participants)

04 American Funds Selection

Participant investment selection: American Funds (Option F)
Filename: 04 American Funds Selection 1901.pdf
Size: 405 KB
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Forms (Participants)

05 Vanguard Funds Selection

Participant investment selection: Vanguard Funds (Option G)
Filename: 05 Vanguard Funds Selection 1905.pdf
Size: 349 KB
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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
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Forms (Participants)

07 Biblically Responsible Funds Selection

Participant Investment Selection: Biblically Responsible Funds (Option J)
Filename: 07 Biblically Responsible Funds Selection 1901.pdf
Size: 351 KB
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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) 1905 (FILLABLE).pdf
Size: 746 KB
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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.
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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 1801 (FILLABLE).pdf
Size: 129 KB
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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 1801 (FILLABLE).pdf
Size: 95 KB
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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 1901 (FILLABLE).pdf
Size: 882 KB
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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 1901.pdf
Size: 3063 KB
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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
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Forms (Churches/Employers)

24 Contribution Remittance Instructions

Follow these instructions when remitting Retirement Plan contributions to FCMM.
Filename: 24 Contribution Remittance Instructions 1801-2.pdf
Size: 128 KB
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Forms, Information

30 Retirement Plan Document

The complete Plan Document for the FCMM Retirement Plan [403(b)(9)], revision effective 1/1/2019. (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 1901.pdf
Size: 312 KB
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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 1901.pdf
Size: 95 KB
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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
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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
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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 1610.pdf
Size: 75 KB
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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 1903.pdf
Size: 75 KB
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Forms (Participants), Information

37 Incorporation Bylaws

Filename: 37_Incorporation___Bylaws_1301.pdf
Size: 738 KB
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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 1901.pdf
Size: 311 KB
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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
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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
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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
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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
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Forms (Participants), Information, Reports

40 Performance Report 2013

Filename: 40 12312013 Performance Report 1406.pdf
Size: 42 KB
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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
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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
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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
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Evangelical Free Church in AmericaECFA Accredited
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