- Enrollment Form
With this form, you apply for membership and participation in the Board of Retirement’s Plan. It is vital that you:
- Complete the application in its entirety.
- Print and complete the salary reduction agreement and return the original in an enclosed self-addressed envelope.
- Your account will become active once your first contribution (or rollover) is made.
- Enrollment Form (Fillable PDF)
- Salary Reduction Agreement (Fillable PDF)
A Salary Reduction Agreement is an agreement between the employer and employee under which the employee takes a reduction in salary for the purpose of participating in the Plan. The participant must sign a new agreement each time he/she seeks a change in the amount withheld through the Salary Reduction Agreement or he/she changes employers. A copy of this form must be on file with the Board of Retirement before we can accept any Salary Reduction contributions on behalf of the employee.
- Maximum Contribution Worksheet (Fillable PDF)
- Investment Selection Form
There are five investment strategies to choose from. As a participant, you have the option of allocating your funds to any or all of the strategy funds. You may transfer up to 100% of your balance in any one month. The Default Fund will automatically be the option for those who do not direct all or part of their funds to one of the strategies.
- Investment Selection Form (Fillable PDF)
- Retirement Plan Life Insurance Enrollment Form
Group term life insurance is available through Guardian Insurance Company for retirement plan enrollees who are under 65 years of age. The Basic Term Life Coverage is $25,000 (for as long as you have a retirement plan with the Board of Retirement). The monthly premium of $16.50 is deducted from the contributions to your retirement account. For more information regarding this Group Term Life Insurance, you can check out the Life Benefit Summary.
- Retirement Plan Life Insurance Enrollment Form (PDF)
- Voluntary Life Insurance Enrollment Form
This group life insurance is available to any employee of a Free Will Baptist church, school, or agency. You have a choice of up to $100,000 in Voluntary Term coverage. Guardian offers life coverage protection at economical rates. Rates are based on your age and coverage amounts. Premiums can either be paid monthly by bank draft or quarterly by check. For more information regarding this Voluntary Term Life Insurance, you can check out the Life Benefit Summary.
- Voluntary Life Insurance Enrollment Form (PDF)
- Evidence of Insurability (PDF)
OTHER FORMS AND DOWNLOADS
- Summary Plan Document
- Eligibility and Participation Schedule for Compliance
- Benefit Administrator/Church Treasurer Notes (PDF)
- Deposit Coupon (Fillable PDF)
- Note Payment Voucher (Fillable PDF)
- Bank Draft/Direct Deposit
- Bank Draft/Direct Deposit(Fillable PDF)
- Personal Information Update
- Beneficiary Update Form