Forms
We have made our forms available to you online. Several forms are now interactive and can be filled out online. You can then print the form and mail it to the Benefits Board. The interactive Application Form and the Investment Selection Form can be submitted electronically. If you have any questions feel free to call us toll-free at (877) 478-7190, or send an e-mail to: info@benefitsboard.com.
If you would rather have forms in Espaņol, please call us toll-free at 1-877-478-7190 or send an e-mail to: info@benefitsboard.com. We'll be happy to get the forms to you as soon as possible.
Frequently Accessed Forms
- NEW! Maximum Contribution Limits Worksheet-2010
- NEW! Contribution Limits-2010
- Interactive MRP Coupons
- Printable MRP Coupons
Application Forms and Information
- Application Explanation (APP100)
- Application (APP110 Print Form)
- Application (APP110 Interactive Form)
- Salary Reduction Agreement (APP120)
- Information Sheet (APP130)
- Frequently Asked Questions (APP140)
- Distribution Options (APP150)
- Important Information (APP 160)
- 4.00% Interest Assumption (APP170)
- Investment Selection - Electronic Submission (APP 180)
Beneficiary Forms
- Change of Beneficiary Request (BEN201)
- Update of Beneficiary Request (BEN206)
- Designation of Non Spousal Primary Beneficiary (BEN210)
- Beneficiary Claimant's Statement (BEN220)
Disability Forms
- Notification of Condition of Disability by Participant (DIS300)
- Physician's Statement For Proof of Disability (DIS310)
Installment Forms
- Installment Payment Request (INST500)
- Installment Payment Request - Roll-Ins (INST505)
- Direct Deposit Information (INST510)
Withdrawal Forms
- Request For Hardship Withdrawal (WDW600)
- Partial Withdrawal Application (WDW610)
- Partial Withdrawal Application - Over 70 1/2 (WDW613)
- Lump Sum Distribution (WDW620)
- Lump Sum Distribution Over 70 1/2 (WDW623)
- Small Account Cash Out (WDW630)
- Request For Minumum Required Distribution (WDW640)
Treasurer's Forms
- Worksheet For Minister's Compensation (TRS110)
- Accountable Reimbursemsent Expense Form (TRS300)
- Requisition For Check/Reimbursement
- Sample W-2
- Sample 1099-MISC
- Housing Allowance Worksheet (HSG710)
- Sample Charitable Gift Receipts
- IRS Tax Guide
- IRS Charitable Contribution Guide
- Budget - Ministers' Worksheet (BUD 100)
- Housing/Parsonage Allowance Exclusion Worksheet (HSG750)
- IRS Audit Guidelines for Ministers
- Contribution Worksheet
Miscellaneous Forms
- Investment Selection Form (APP 180)
- Budget - Ministers' Worksheet (BUD 100)
- Contribution Limits Worksheet 2009(CON100)
- Contribution Limits Explanation for 2009(CON 200)
- Housing Allowance (HSNG700)
- Housing Allowance Explanation (HSNG705)
- Housing Allowance Worksheet (HSG710)
- Housing/Parsonage Allowance Exclusion Worksheet (HSG750)
- IRS Audit Guidelines for Ministers
- IRS Charitable Contribution Guide
- IRS Tax Guide for Churches
- Savers Credit
- Special Tax Notice (TAX800)