The CBF Church Benefits Resource page contains educational material that is accepted and approved in the retirement industry. While not specifically addressed to CBF Church Benefits participants and church staff, we hope that you will find it useful, informative, and applicable to your CBF 403(b) retirement plan.
Financial Wellness Initiative
The Financial Wellness Initiative will build upon the success and learnings of The Ministerial Excellence Initiative by offering ministers the opportunity to receive financial relief grants, financial education experiences, financial planning services, and financial wellness packages.
RETIREMENT PLAN INFORMATION
NEW MEMBER ENROLLMENT INFORMATION
- New Member General Information
- CBF Church Benefits Board Enrollment Application Form
- Initial Contribution & Insurance Worksheet
- Salary Reduction Contributions Agreement Form
- CBF Church Benefits Board Financial Benefits Information
CURRENT PARTICIPANT INFORMATION
- Rollover Form (Incoming Contract Exchange/Rollover)
- CBF Church Benefits Board Personal Information Change Request Form
- CBF Church Benefits Board 403b Direct Deposit Form
- CBF Church Benefits Board 403b Beneficiary Designation Form
- Loan Payment Change Request Form
- Account Reduction Loan Application
- Loan Offset for Account Reduction Loans Form
- Loan Prepayment Request Form
- Required Minimum Distribution Request
CHURCHES AND EMPLOYERS
- Compensation/Contribution Change Request Form
- Salary Reduction Contributions Agreement Form
- Notice of Severance from Employment Form