Forms & Documents
00 Participant Enrollment Packet for Retirement Plan
01 Enrollment Application for Retirement Plan
02 Beneficiary Designation for Retirement Plan
03 Investment Selection for Retirement Plan (and optional Salary Deferral)
04 American Funds Selection
04Supp American Funds Portfolios Supplement
05 Vanguard Funds Selection
06 Christian Investors Financial Selection
07 Biblically Responsible Funds Selection
07Supp Biblically Responsible - Timothy Plan Funds Portfolio Supplement
08 Transfer/Rollover Request (into FCMM)
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
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.
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.
09R Recurring Cash Withdrawal (Distribution) Request
09S Stop Request - Recurring Cash Withdrawals
10 Rollout Request (from FCMM)
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.
12 Third Party Disclosure Authorization
15 Asset Transfer Election (Non-Roth)
16 Asset Transfer Election (Roth)
20 Employer Adoption Agreement for Retirement Plan
21 Employer Guide for Retirement Plan
23 Enrollment Procedures for Retirement Plan
24 Contribution Remittance Instructions
25 Contribution Remittance Form
27 TEMPLATE-Annual Notice of Right to Participate in 403b
30 Retirement Plan Document
31 Investment Option Descriptions
33 Privacy Notice
34 Retirement Plan Investment Policy
35 How to Start Receiving Retirement Plan Benefits
36 Monthly Income Benefit Information
38 Summary of Important Plan Features for Participants (Summary Plan Document)
40 Performance Report for the Year 2023
40 Performance Report for the Year 2022
40 Performance Report for the Year 2021
40 Performance Report for the Year 2020
40 Performance Report for the year 2019
40 Performance Report for the year 2018
40 Performance Report for 2017
40 Performance Report 2016
40 Performance Report 2015
40 Performance Report 2014
40 Performance Report 2013
Information about strategy and performance of FCMM funds for the year 2013