Forms & Documents
Document Type
Secure File Uploading
To securely send a form with personal information to FCMM, please use our secure file exchange portal.
pdf 00 Participant Enrollment Packet for Retirement Plan
pdf 01 Enrollment Application for Retirement Plan
pdf 02 Beneficiary Designation for Retirement Plan
pdf 03 Investment Selection for Retirement Plan (and optional Salary Deferral)
pdf 04 American Funds Selection
pdf 04Supp American Funds Portfolios Supplement
pdf 05 Vanguard Funds Selection
pdf 06 Christian Investors Financial Selection
pdf 07 Biblically Responsible Funds Selection
pdf 07Supp Biblically Responsible - Timothy Plan Funds Portfolio Supplement
pdf 08 Transfer/Rollover Request (into FCMM)
file 09 Cash Withdrawal (Distribution) Request - One-Time
Use this form to request a cash withdrawal from your FCMM Retirement Plan account. To qualify for this cash withdrawal type, you must meet one of the following eligibility criteria: Age 59 ½; Severance of Employment; Disability; Alternate Payee in a QDRO; Beneficiary of Deceased Participant; or only requesting funds previously rolled into the FCMM Retirement Plan from another financial institution or the former pension plan. To request this form, please call FCMM Client Services at (800) 995-5357.
OTHER ONE-TIME CASH WITHDRAWAL OPTIONS AVAILABLE IN THE PLAN:
Form 09A - Distribution for Domestic Abuse Victim
Form 09B - Qualified Birth or Adoption Distribution
Form 11 - Hardship Withdrawal Certification
file 09A Distribution for Domestic Abuse Victims
Use this form to request a cash withdrawal from your FCMM Retirement Plan account. To qualify for this cash withdrawal type, you must be a victim of domestic abuse that occurred within the past 12 months. The amount requested is limited to the lesser of $10,000 or one-half of your account balance. This is a penalty-free distribution that [optionally] may be repaid to the Plan. To request this form, please call FCMM Client Services at (800) 995-5357.
file 09B Qualified Birth or Adoption Distribution
Use this form to request a cash withdrawal from your FCMM Retirement Plan account. To qualify for this cash withdrawal type, you must have incurred expenses associated with the birth or legal adoption of a child. The amount requested is limited to $5,000 per child born or legally adopted within the past 12 months. Qualified distributions are penalty-free and [optionally] may be repaid to the Plan. To request this form please call FCMM Client Services at (800) 995-5357.
file 09R Recurring Cash Withdrawal (Distribution) Request
pdf 09S Stop Request - Recurring Cash Withdrawals
file 10 Rollout Request (from FCMM)
file 11 Hardship Withdrawal Certification
Use this form to request a cash withdrawal from your FCMM Retirement Plan account. This is an in-service distribution limited to those with an immediate and heavy financial need who do not meet the eligibility criteria of other withdrawal options in our Plan. The IRS restricts the availability of funds for hardship withdrawal to the following reasons*: Medical Expenses; Costs directly related to purchase of primary residence; Payment of post-secondary tuition and related fees; Payments necessary to prevent eviction/foreclosure; Burial or funeral expenses; Expenses for repair of damage to principal residence; and Expenses or losses incurred as a result of a FEMA disaster. To request this form please call FCMM Client Services at (800) 995-5357. *Additional requirements noted on the form.
file 12 Third Party Disclosure Authorization
pdf 15 Asset Transfer Election (Non-Roth)
pdf 16 Asset Transfer Election (Roth)
pdf 18 In-Plan Roth Conversion Request
pdf 20 Employer Adoption Agreement for Retirement Plan
pdf 21 Employer Guide for Retirement Plan
pdf 23 Enrollment Procedures for Retirement Plan
pdf 24 Contribution Remittance Instructions
pdf 25 Contribution Remittance Form
pdf 27 TEMPLATE-Annual Notice of Right to Participate in 403b
pdf 30 Retirement Plan Document
pdf 31 Investment Option Descriptions
pdf 33 Privacy Notice
pdf 34 Retirement Plan Investment Policy
pdf 35 How to Start Receiving Retirement Plan Benefits
pdf 36 Monthly Income Benefit Information
pdf 37 Incorporation Bylaws
pdf 38 Summary of Important Plan Features for Participants (Summary Plan Document)
pdf 40 Performance Report for the Year 2023
pdf 40 Performance Report for the Year 2022
pdf 40 Performance Report for the Year 2021
pdf 40 Performance Report for the Year 2020
pdf 40 Performance Report for the year 2019
pdf 40 Performance Report for the year 2018
pdf 40 Performance Report for 2017
pdf 40 Performance Report 2016
pdf 40 Performance Report 2015
pdf 40 Performance Report 2014
pdf 40 Performance Report 2013
Information about strategy and performance of FCMM funds for the year 2013
pdf 41 Retirement Plan Fees for 2024
pdf 41 Retirement Plan Fees for 2023
pdf 41 Retirement Plan Fees for 2022
pdf 41 Retirement Plan Fees for 2021
pdf 41 Retirement Plan Fees for 2020
pdf 42 Special Tax Notice for Distributions
pdf 50 FCMM Retirement Plan Member Welcome Packet
pdf Financial Statement for 2023 - Auditor's Report
Final audited Financial Statement for 2023
pdf Financial Statement for 2022 - Auditor's Report
Final audited Financial Statement for 2022