Forms & Documents

Retirement

Forms (Participants)

01 Enrollment Application for Retirement Plan

Participant enrollment application for Retirement Plan
Filename: 01 Enrollment_Application 1702.pdf
Size: 115 KB
Forms (Participants)

01A Reallocation of Employer Contributions

Participant reallocation of employer contributions or change of EFCA-related employer
Filename: 01A Reallocation ER 1702.pdf
Size: 96 KB
Forms (Participants)

02 Beneficiary Designation for Retirement Plan

Participant beneficiary designation
Filename: 02 Beneficiary Designation 1609.pdf
Size: 64 KB
Forms (Participants)

03 Salary Deferral Agreement

Participant salary deferral agreement
Filename: 03 Salary_Deferral_Agreement 1702.pdf
Size: 112 KB
Forms (Participants)

04 American Funds Selection

Participant investment selection: American Funds (Option F)
Filename: 04 American Funds Selection 1705.pdf
Size: 107 KB
Forms (Participants)

05 Vanguard Funds Selection

Participant investment selection: Vanguard Funds (Option G)
Filename: 05 Vanguard Funds Selection 1705.pdf
Size: 76 KB
Forms (Participants)

06 Christian Investors Financial Selection

Participant investment selection: Christian Investors Financial (Option H)
Filename: 06 Christian Investors Financial Selection 1510.pdf
Size: 45 KB
Forms (Participants)

07 Biblically Responsible Funds Selection

Participant Investment Selection: Biblically Responsible Funds (Option J)
Filename: 07 Biblically Responsible Funds Selection 1708.pdf
Size: 75 KB
Forms (Participants)

08 Rollover Request (into FCMM)

Request for direct rollovers, transfers and exchanges into FCMM Retirement Account
Filename: 08 Rollover Request 1702.pdf
Size: 288 KB
Forms (Participants)

09 Cash Withdrawal Request

Complete this form to request a complete or partial cash withdrawal from your FCMM Retirement Plan Account
Filename: 09 Withdrawal Request 1702A FILLABLE.pdf
Size: 259 KB
Forms (Participants)

09R Recurring Cash Withdrawal Request

Complete this form to request a monthly recurring withdrawal from your FCMM Retirement Plan Account
Filename: 09R Recurring Withdrawal Request 1702A FILLABLE.pdf
Size: 370 KB
Forms (Participants)

10 Rollout Request (from FCMM)

Rollover or transfer from FCMM retirement plan account to another qualified account
Filename: 10 Rollout Request 1702A FILLABLE.pdf
Size: 280 KB
Forms (Participants)

11 Hardship Certification

Hardship withdrawal certification
Filename: 11 Hardship Certification 1506.pdf
Size: 200 KB
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.
Filename: 12_EMPLOYEE_Third_Party_Disclosure_1102.pdf
Size: 87 KB
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 1609A FILLABLE.pdf
Size: 62 KB
Forms (Participants)

15A Asset Transfer Election (non-Roth, over 59 1/2)

This form can be used to transfer non-Roth funds among the Retirement Plan investment options, including choices only available after age 59 1/2..
Filename: 15A Asset Transfer 1611A FILLABLE.pdf
Size: 122 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 1406.pdf
Size: 25 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 1706.pdf
Size: 5156 KB
Forms (Churches/Employers), Information

21 Employer Guide 2017

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.
Filename: 21 2017 Employer Guide 1702.pdf
Size: 302 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 1604.pdf
Size: 69 KB
Forms (Churches/Employers)

24 Contribution Remittance Instructions

Follow these instructions when remitting Retirement Plan contributions to FCMM.
Filename: 24 Contribution Remittance Instructions 1406.pdf
Size: 34 KB
Forms, Information

30 Retirement Plan Document

Plan Document for Retirement Plan [403(b)(9)], revision effective 1/1/2017
Filename: 30 FCMM Retirement Plan Document 1701.pdf
Size: 187 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 1709.pdf
Size: 66 KB
Forms (Participants), Information

34 Retirement Plan Investment Policy

Retirement plan investment and asset allocation policy
Filename: 34_Retirement_Plan_Investment_Policy_1211.pdf
Size: 48 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 1610.pdf
Size: 75 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 and Annuity Description 1706.pdf
Size: 68 KB
Forms (Participants), Information

37 Incorporation Bylaws

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

38 Summary of Important Plan Features

The Summary Plan Document for the FCMM Retirement Plan. Form 38
Filename: 38 Summary Plan Document 1406.pdf
Size: 118 KB
Forms (Participants), Information, Reports

40 Performance Report 2013

Filename: 40 12312013 Performance Report 1406.pdf
Size: 42 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 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 2016 January-June

Information about the strategy and performance of FCMM funds the first half of 2016.
Filename: 40 06302016 Performance Report 1609.pdf
Size: 51 KB
Forms (Participants), Information

41 Fees for 2016

FCMM Retirement Plan information on fees in the Plan for 2016
Filename: 41 Fees for 2016 1605.pdf
Size: 44 KB
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: 141 KB
Forms (Participants)

44 Option A - Merger Response Form

Complete this form to request a transfer of your Option A funds to a Retirement Plan investment Option(s).
Filename: Form 44A-Merger Response Form FILLABLE.pdf
Size: 142 KB
Forms, Brochures

FCMM Retirement Plan Brochure

Advantages | How Contributions Work | Multiple Investment Options | Contribution Limits | Forms of Distributions | Contact Information
Filename: 20170602_FCMMBrochure_RetirementPlan (web).pdf
Size: 249 KB