Thank you for your interest in adding additional funds to your Church Benefits Board retirement account.
The process is simple. Below are the next steps.
1. Complete a Salary Reduction Agreement (SRA)
The Salary Reduction Agreement (SRA) communicates to your church or organization the amount you want to withhold from your paycheck each pay period. This particular form uses a percentage, but if you would prefer a set amount, you can indicate that number on this form by writing that in.
2. Submit To Your Financial Administrator
After you’ve completed your SRA, you will submit this to your organization’s financial administrator, or whoever is in charge of processing payroll and submitting contributions. They will then make this adjustment within your organization’s payroll system and submit your contributions accordingly.
If you or your administrator has any questions about this process, please contact our team by emailing firstname.lastname@example.org.