Forms & Documents
Forms (Participants)
, Information
00 Participant Enrollment Packet for Retirement Plan
Retirement Plan Participant Enrollment information, including Forms 01, 02, 03, and 12
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.
Forms (Participants)
02 Beneficiary Designation for Retirement Plan
Retirement Plan participant beneficiary designation
Forms (Participants)
03 Investment Selection for Retirement Plan (and optional Salary Deferral)
Participant Investment Selection form (including salary deferral agreement if applicable)
Forms (Participants)
04 American Funds Selection
Participant investment selection: American Funds (Option F)
See Form 04Supp for detailed allocations of Portfolio Funds.
Forms (Participants)
04Supp American Funds Portfolios Supplement
Additional information detailing the makeup of American Funds Portfolios listed on Form 04 Participant Investment Selection
Forms (Participants)
05 Vanguard Funds Selection
Participant investment selection: Vanguard Funds (Option G)
Forms (Participants)
06 Christian Investors Financial Selection
Participant investment selection: Christian Investors Financial (Option H)
Forms (Participants)
07 Biblically Responsible Funds Selection
Participant Investment Selection: Biblically Responsible Funds (Option J)
See Form 07Supp for detailed allocations of Portfolio Funds.
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
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.
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.
Forms (Participants)
16 Asset Transfer Election (Roth)
Use this form to request a transfer of your Roth funds among the Retirement Plan investment options.
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.
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.
Forms (Participants)
, Forms (Churches/Employers)
, Information
23 Enrollment Procedures for Retirement Plan
Lists procedures.for enrolling in the Retirement Plan, including employer adoption and employee enrollment.
Forms (Churches/Employers)
24 Contribution Remittance Instructions
Follow these instructions when remitting Retirement Plan contributions to FCMM.
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.
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 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.
Forms (Participants)
, Forms (Churches/Employers)
, Information
30 Retirement Plan Document
The complete Plan Document for the FCMM Retirement Plan [403(b)(9)], revision effective 1/1/2022. (This is the detailed Plan Document. For a summary of features for participants, see Form 38 Summary Plan Document.)
Forms (Participants)
, Information
31 Investment Option Descriptions
A description of the investment fund Options available in the FCMM Retirement Plan.
Forms (Participants)
, Information
33 Privacy Notice
Description of FCMM's policy and practices for collection and security of participant data.
Forms (Participants)
, Information
34 Retirement Plan Investment Policy
Retirement plan investment and asset allocation policy for FCMM-managed funds, including moral screening.
Forms (Participants)
, Information
35 How to Start Receiving Retirement Plan Benefits
Quick description of how to start receiving benefits from your FCMM Retirement Plan.
Forms (Participants)
, Information
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").
Forms (Participants)
, Forms (Churches/Employers)
, 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.)
Forms (Participants)
, Information
, Reports
40 Performance Report for the Year 2021
Information about portfolios and performance for FCMM Managed Funds for 2021.
Forms (Participants)
, Information
, Reports
40 Performance Report for the Year 2020
Information about portfolios and performance for FCMM Managed Funds for 2020.
Forms (Participants)
, Information
, Reports
40 Performance Report for the year 2019
Information about portfolios and performance for FCMM Managed Funds for 2019
Forms (Participants)
, Information
, Reports
40 Performance Report for the year 2018
Information about portfolios and performance for FCMM Managed Funds for 2018
Forms (Participants)
, Information
, Reports
40 Performance Report for 2017
Information about strategy and performance of FCMM funds for the year 2017
Forms (Participants)
, Information
, Reports
40 Performance Report 2016
Information about strategy and performance of FCMM funds for the year 2016
Forms (Participants)
, Information
, Reports
40 Performance Report 2015
Information about strategy and performance of FCMM funds for the year 2015
Forms (Participants)
, Information
, Reports
40 Performance Report 2014
Information about strategy and performance of FCMM funds for the year 2014
Forms (Participants)
, Information
, Reports
41 Retirement Plan Fees for 2023
FCMM Retirement Plan information on fees in the Plan, applicable to 2023
Forms (Participants)
, Information
, Reports
41 Retirement Plan Fees for 2022
FCMM Retirement Plan information on fees in the Plan, applicable to 2022
Forms (Participants)
, Information
, Reports
41 Retirement Plan Fees for 2021
FCMM Retirement Plan information on fees in the Plan, applicable to 2021
Forms (Participants)
, Information
, Reports
41 Retirement Plan Fees for 2020
FCMM Retirement Plan information on fees in the Plan, applicable to 2020
Forms (Participants)
, Information
42 Special Tax Notice for Distributions
Explains special tax rules on distributions.
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.
Forms (Participants)
, Forms (Churches/Employers)
, Brochures
FCMM Retirement Plan Brochure
Advantages | How Contributions Work | Multiple Investment Options | Contribution Limits | Forms of Distributions | Contact Information
