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Pension Fund of the Christian Church

Employer-Sponsored Retirement Products

Overview

As a church plan, Pension Fund is able to offer flexible and worry-free retirement options for employers and their employees. Our team of Area Directors will meet with you to discuss your needs and help you get started.

Products

Pension Plan

Tax-Deferred Retirement Account 403(b)/Roth 403(b)

457(b) Plan

Product Resources

Compare Products

Brochures and Member Resource Books

Product Returns

General Product FAQs

Individual Savings & Retirement Products

Overview

Whether you’re just starting out or closer to retirement, choose from a variety of products to help you reach your retirement and savings goals.

Products

Traditional IRA

Roth IRA

Benefit Accumulation Account

Product Resources

Compare Products

Brochures and Member Resource Books

Product Returns

General Product FAQs

Program Applicants

Ministerial Relief & Assistance

Our relief programs meet the evolving needs of new, active, and retired clergy and their families to ensure all ministers and lay workers can enjoy a strong, smart, secure retirement.

Programs

New & Active Clergy

Retired Clergy

Excellence in Ministry

Get Started

Apply Now

MRA Program FAQs

Supporters & Donors

Make An Impact with a Donation

Your gifts and financial support helps ministry workers in need bridge the unexpected from now until retirement (and beyond).

Learn

Programs & Impact

Testimonials

Visit with Our Staff

Give

Ways to Support

Give Now

Join the Chase Society

Resources

Overview

Discover planning and educational tools & resources to help you navigate your financial wellness journey.

For Members & Clergy

For Members

Guides, factsheets and resources to aid you on the Road to Financial Wellness.

For Clergy

Clergy-specific resources to support your call to ministry.

For Employers

For Employers

Hiring tip sheets, tax guides and more to help you manage your employees' benefits.

Your Money Line

Pension Fund has partnered with Pete the Planner® to provide members with access to financial guides who will help answer your tough financial questions & online tools such as calculators and eLearning courses.

Stay Connected

News & Publications

Blog

News

Publications

Events

General Assembly 2023

We can't wait to see you and connect this summer in Louisville. Click to learn more about Pension Fund at GA.

Calendar of Events

Employer-Sponsored Retirement Products

Overview

As a church plan, Pension Fund is able to offer flexible and worry-free retirement options for employers and their employees. Our team of Area Directors will meet with you to discuss your needs and help you get started.

Products
Pension Plan Tax-Deferred Retirement Account 403(b)/Roth 403(b) 457(b) Plan
Product Resources
Compare Products Brochures and Member Resource Books Product Returns General Product FAQs

Individual Savings & Retirement Products

Overview

Whether you’re just starting out or closer to retirement, choose from a variety of products to help you reach your retirement and savings goals.

Products
Traditional IRA Roth IRA Benefit Accumulation Account
Product Resources
Compare Products Brochures and Member Resource Books Product Returns General Product FAQs

Program Applicants

Ministerial Relief & Assistance

Our relief programs meet the evolving needs of new, active, and retired clergy and their families to ensure all ministers and lay workers can enjoy a strong, smart, secure retirement.

Programs
New & Active Clergy Retired Clergy Excellence in Ministry
Get Started
Apply Now MRA Program FAQs

Supporters & Donors

Make An Impact with a Donation

Your gifts and financial support helps ministry workers in need bridge the unexpected from now until retirement (and beyond).

Learn
Programs & Impact Testimonials Visit with Our Staff
Give
Ways to Support Give Now Join the Chase Society

Resources

Overview

Discover planning and educational tools & resources to help you navigate your financial wellness journey.

For Members & Clergy
For Members For Clergy
For Employers
For Employers
Your Money Line

Pension Fund has partnered with Pete the Planner® to provide members with access to financial guides who will help answer your tough financial questions & online tools such as calculators and eLearning courses.

Stay Connected

News & Publications
Blog News Publications
Events
General Assembly 2023 Calendar of Events
The Pension Fund Advantage Mission & Values Our Team History Who We Serve Contact Us
English Spanish Canadian
Donate
Member Portal Login Employer Portal Login
Get Started

English Forms

Forms
Enroll Transfer/Rollover Deposit Withdraw Change Account Info Apply for Benefits Learn More

Please select from the above menu to be taken to that forms section of this page. If you can't find the form you need, feel free to contact our Member Relations team for assistance.

Resources

Did You Know?

You can enroll online, initiate an online transaction inside, check your beneficiaries and more the Member Portal?

Access the Member Portal Here

Enroll:

Enroll in Product- Pension Plan

Pension Plan Enrollment Form Ministerial Member Options Form for Pension Plan Membership Worksheet for Pension Plan Dues Adjustment Pension Plan Change Of Employer/Addition of Employer Form Pension Plan Compensation Base Resource Worksheet Employer Request for Pension Plan Dues Adjustment

Enroll in a Product- TDRA 403(b)/Roth 403(b)

TDRA 403(b)/Roth 403(b) Enrollment Form TDRA Enrollment Form for Self Employed Ministers Roth 403b Comparison Chart

Enroll in a Product - 457(b) Plan

457(b) Plan Enrollment Form Salary Reduction Form for 457(b) Plan 457b Plan Incoming Transfer Form 457(b) Spousal Consent For Community Or Marital Property

Enroll in a Product- Traditional or Roth IRA

IRA Enrollment Form Eligibility For Pension Fund IRA Inherited IRA Enrollment Form IRA Consolidation Form IRA Conversion Form IRA Owner Responsibilities IRA Disclosure Statement Comparison of IRA Types

Enroll in a Product - Benefit Accumulation Account (BAA)

BAA Enrollment Form Eligibility For BAA

Transfer or Rollover:

Transfer or Rollover Funds

TDRA Application for In-Plan Roth Rollover Application for Rollover Contribution to TDRA Application for Contract Exchange Plan-to-Plan Transfer to TDRA 457b Plan Incoming Transfer Form Application for Rollover/Transfer to Traditional IRA Application for Rollover/Transfer to Roth IRA Certification for Late Rollover Contribution Form Rollover Tip Sheet Direct Vs Indirect Rollover Charts Transfers Rollovers Recharacterizations and Conversions Chart

Deposit:

Make a Deposit or Contribution

Salary Contribution Agreement TDRA and Pension Plan Contribution Form Traditional IRA Contribution Remittance Form Roth IRA Contribution Remittance Form BAA Contribution Form Member Authorized Agreement for One-Time Debit (ACH) Member Authorization Agreement for Recurring Debit (ACH) Member IRA Owner Authorization Agreement for One-Time Debit (ACH) Member IRA Owner Authorization Agreement for Recurring Debit (ACH) Employer Authorization Agreement for One-Time Debit (ACH) Employer Authorized Agreement for Recurring Debit (ACH) Return Of Excess IRA Contribution Form

Withdraw:

Make a Withdrawal or Take a Distribution

BAA Distribution Form TDRA Application for One Time Distribution TDRA Application for Installment Payments Beneficiary Application for TDRA Distributions Special Tax Notice for TDRA Distributions Traditional IRA Application for One-Time Distribution Traditional IRA Application for Recurring Distributions Traditional IRA Application for Distribution/Transfer Roth IRA Application for Distribution/Transfer Beneficiary Application for IRA Distributions 457(b) Plan Distribution Election Form 457(b) Plan In-Service Distribution Election Form Change of Payment Distribution Form Change of Payment Distribution Form International Non US RCA Bank Information Change Of Payment Distribution Form W-4P for Periodic Payments W-4R for Payments and Rollovers

Take My RMD or Make a Qualified Charitable Distribution

TDRA Application for RMDs Traditional IRA Application for RMDs Annual RMD Fact Sheet for TDRA Annual RMD Fact Sheet for IRA IRA Application for Qualified Charitable Distribution QCD

Change Account Info:

Change My Personal Information or Designate a Beneficiary

Changes In Personal Information Form Beneficiary Designation Form Beneficiary Verification Form Affidavit of Qualified Domestic Partnership Termination of Qualified Domestic Partnership 457(b) Spousal Consent For Community Or Marital Property 457(b) Plan Beneficiary Designation Form 457(b) Plan Beneficiary Verification Form Spousal Consent For Community Or Marital Property States

Declare or Change Federal/State Tax Withholding

STW Arkansas STW California STW Delaware STW Georgia STW Iowa STW Kansas STW Maine STW Maryland STW Massachusetts STW Michigan STW Nebraska STW Oklahoma STW Oregon STW Vermont STW Virginia STW North Carolina 2018 CT W4P State Tax Withholding Form Retirement Plan Withholding Tips for Members

Apply for Benefits:

Apply for Retirement or Declare Housing Allowance

Application for Age Retirement Pension Application for Early Age Retirement Pension Special Tax Notice For Pension Plan Distributions Housing Allowance Worksheet Handout Eligible Housing Expenses Housing Allowance Information For Retired Ministers

Apply for a Spouse Pension, Surviving Child Benefits or Refund of Dues

Application for Surviving Child Benefits Application for Surviving Spouse Partner Pension Application for Dependent Parent Pension Application for Refund of Refundable Dues for Vested Members Application for Lump Sum Settlement Application for Death Settlement Application for Alternate Payee Pension Certification for Educational Benefit

Beneficiary Forms for Claiming Pension Fund Benefits

Beneficiary Application For IRA Distributions TDRA Beneficiary Application for Distributions Spousal Inherited IRA Redesignation Form Spouse Beneficiary Application for BAA Distributions

Student Gift Resources

Student Gift Program Student Gift Application and Enrollment

Apply for Accident Insurance or Disability

Accident Insurance Enrollment Form Accident Insurance Beneficiary Form Disability Application Process

Learn More:

Below are resources to help you learn more about Pension Fund accounts and other general learning resources.

Member Resource Books - English

Pension Plan Member Resource Book Pension Plan Member Resource Book for Puerto Rico 13% Plan Member Resource Book TDRA Member Resource Book BAA Member Resource Book Traditional IRA Member Resource Book Roth IRA Member Resource Book

Brochures - English

Rollover Tip Sheet
Retirement & Savings Product Overview

Healthcare Resources

Medicare Supplement- Health Benefit Summary Plan Description Medicare Basic- Health Benefit Summary Plan Description Pension Fund: Cures Act Summary Of Qualified Small Employer Health Reimbursement Arrangements QSEHRAs Health Benefit Summary Plan Description 2022