Rollover Support Ticket

Church Benefits Board (CBB) offers active participants the opportunity to roll in other 403(b), 401(k), and investments to simplify your finances. Submit a rollover support ticket to get started.

Don’t wait to retire to roll! You must have an active CBB account before you retire in order to roll in retirement funds.

After submission of this form, an Empower Representative will contact you within 24-72 hours using the phone number provided. If you are not available at the time of their call, they will leave you a voicemail and follow up with you by sending an email to the email address we have on file.

Legal Name (as used in the Empower system):(Required)

First Last

Last Four Digits of Social Security Number:(Required)

Email(Required)

Enter Email Confirm Email

Best phone number to contact you:(Required)

Best time of day to reach you:(Required)

Time Zone:(Required)

How many accounts would you like to rollover?(Required)

What financial institutions are these accounts currently with?(Required)

Guidestone

MMBB

TIAA

Fidelity

Other

If you selected other, please identify the financial institution(s) here:

To list multiple financial institutions, add additional rows by clicking the + button to the right of the row.

Are you 59.5 or older?

Yes

Are you actively employed with the employer from the Guidestone Retirement account?

Yes

Name

This field is for validation purposes and should be left unchanged.