Plan Adoption Agreement Form

If you have any questions regarding how to complete the Adoption Agreement, please contact Deborah Garrard, Client Services Manager for Church Benefits Board, and she will be happy to walk through the Adoption Agreement with you.

 

After submitting your signed Adoption Agreement form, the next step for the Guided Payroll process is to schedule your initial training session with Deborah. You will be redirected to the online scheduler once you complete the form. A copy of your signed agreement will be sent to your principal contact via email.

 

During the initial training session, Deborah will review your completed Adoption Agreement to ensure everything is completed correctly. If there is an error on the form, she will walk you through completing and submitting the form again.