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Forms & Resources

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!

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BENEFITS BOOK 2020-2021

Minister's Guide to Compensation v.2021c

MINISTER'S GUIDE TO COMPENSATION

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CHURCH REPORTING 2021

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MINISTER TAX 2021

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MINISTERIAL EXCELLENCE INITIATIVE

RETIREMENT PLAN INFORMATION


NEW MEMBER ENROLLMENT INFORMATION
  • New Member General Information
  • CBF Church Benefits Enrollment Application Forms Packet
  • Initial Contribution & Insurance Worksheet
  • Services Info Pack
  • CBF Church Benefits Financial Benefits Information

CURRENT PARTICIPANT INFORMATION
  • Rollover Form (Incoming Contract Exchange/Rollover)
  • CBF Church Benefits Personal Information Change Request Form
  • CBF Church Benefits 403b Direct Deposit Form
  • CBF Church Benefits 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

FINANCIAL INVESTING RESOURCES
  • 403b IRS Contribution Limits
  • Empower Retirement Online Account Registration
  • Planning Tools and Calculators

CBF CHURCH BENEFITS

160 Clairemont Avenue, Suite 500
Decatur, GA 30030
800.352.8741
churchbenefits@churchbenefits.org
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