Forms & Documents

Retirement

Forms (Participants), Information

Participant Enrollment Packet for Retirement Plan

Enrollment information, including Forms 01, 02, 03, and 12
Filename: _2018 Participant Enrollment Packet (FILLABLE FORM) 1801.pdf
Size: 1392 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 1801 (FILLABLE).pdf
Size: 554 KB
Forms (Participants)

02 Beneficiary Designation for Retirement Plan

Retirement Plan participant beneficiary designation
Filename: 02 Beneficiary Designation 1801 (FILLABLE).pdf
Size: 546 KB
Forms (Participants)

03 Investment Selection for Retirement Plan

Participant Investment Selection form (including salary deferral agreement if applicable)
Filename: 03 Investment Selection Form 1801 (FILLABLE).pdf
Size: 657 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)

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: 96 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 rollover from a 401(k), pension plan, 457(b), or taxable IRA into your FCMM Retirement Account
Filename: 08 Rollover Request 1801 (FILLABLE).pdf
Size: 153 KB
Forms (Participants)

09 Cash Withdrawal Request

Complete this form to request a full or partial cash withdrawal from your FCMM Retirement Plan Account
Filename: 09 Withdrawal Request 1801 (FILLABLE).pdf
Size: 537 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 1801 (FILLABLE).pdf
Size: 307 KB
Forms (Participants)

10 Rollout Request (from FCMM)

Rollover or transfer from FCMM retirement plan account to another qualified account
Filename: 10 Rollout Request 1801 (FILLABLE).pdf
Size: 295 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 1801 (FILLABLE).pdf
Size: 496 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 1801 (FILLABLE).pdf
Size: 75 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 1801.pdf
Size: 311 KB
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 Employer Guide 1801.pdf
Size: 257 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 1801.pdf
Size: 72 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 1801.pdf
Size: 68 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 Description 1711.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 for 2017 January-June

Information about strategy and performance of FCMM funds for the first half of year 2017
Filename: 40 06302017 Performance Report 1708.pdf
Size: 93 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

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, 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
Forms (Participants), Information, Reports

41 Fees for 2017

FCMM Retirement Plan information on fees in the Plan for 2017
Filename: 41 Fees for 2017 1707.pdf
Size: 43 KB