The Resource Center 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. If you don't find a resource here that you are looking for, please contact us!
RETIREMENT PLAN INFORMATION
NEW MEMBER ENROLLMENT INFORMATION
- New Member General Information
- CBF Church Benefits Service Packet
- CBF Church Benefits Enrollment Application Forms Packet
- Initial Contribution & Insurance Worksheet
CURRENT PARTICIPANT INFORMATION
- Rollover Form (Incoming Contract Exchange/Rollover)
- CBF Church Benefits Personal Information Change Request Form
- CBF Church Benefits 403b Beneficiary Designation Form
- Loan Payment Change Request Form
- Loan Offset for Account Reduction Loans Form
- Retirement Minimum Distribution (RMD) Information
CHURCHES AND EMPLOYERS
- Compensation/Contribution Change Request Form
- Salary Reduction Contributions Agreement Form
- Notice of Severance from Employment Form
- Pre-Approved Plan