The Resource Center contains educational material that is accepted and approved in the retirement industry. While not specifically addressed to CBB participants and church staff, we hope that you will find it useful, informative, and applicable to your CBF 403(b) retirement plan. Including Frequently Asked Questions and financial calculators to help plan for retirement. If you don't find a resource here that you are looking for, please contact us!
To help ministers and churches get their arms around tax issues during this season, CBF's Church Benefits is proud to distribute two resources created to answer the myriad of questions particular to the ministry.
CBF Church Benefits offers free e-guides to assist ministers and churches with income tax filing
RETIREMENT PLAN FORMS
Here you will find forms for enrollment, account maintenance, transfers/rollovers. There is also helpful information to assist your church or employer administrators.
NEW MEMBER ENROLLMENT INFORMATION
- I want to enroll a new member … CB 403b Enrollment Application Form - Package
- I want to enroll in Life and Disability insurance … CBF Church Benefits Insurance Enrollment Application Form
- I need help figuring out how much my monthly contribution should be … Contribution Worksheet Form
CURRENT MEMBER MAINTENANCE INFORMATION
- I need to change my compensation, contribution or salary reduction … CBF Church Benefits Compensation/Contribution Change Request Form and Salary Reduction Agreement Form
- I need to set up a loan repayment with Empower directly … Loan Payment Change Request Form
- I have left my place of employment … Notice of Severance from Employment Form
- I want to change my 403b beneficiaries or Life Insurance beneficiaries … CBF Church Benefits 403b and Insurance Beneficiary Form
- I want to update or change my name or home address … CBF Church Benefits Current Member Changes Form
FINANCIAL INVESTING INFORMATION
- I want to rollover my other retirement funds into CBB... Rollover Form
- I want to select my investment directives... CB_Contribution Allocation Model Selection Form
- I need help deciding which investment portfolio to choose... Investor Profile Quiz
- I would like to know more about Retirement Minimum Distribution (RMD).... Retirement Minimum Distribution info