Educational Documents & Forms
Explore our growing library of educational resources designed to help you make informed financial and retirement planning decisions. Whether you’re just getting started or preparing for retirement, you’ll find helpful guides, articles, forms, and tools covering a wide range of topics. Our goal is to provide clear, practical information to help you better understand your benefits and confidently plan for the future.
Frequently Accessed
2026 Maximum Contribution Worksheet
A worksheet to determine the allowable contribution types and amounts for the year.
Written description of the contribution limits for the year.
Printable MRP Coupons
Printable Coupons for contributions to retirement account.
10-Year Return Chart
Chart depicting amount of return over the last 10 years.
Letter of Final Instruction
A form to offer guidance to your family on your wishes after death and to inform them of your personal accounts and policies.
Compensation
HSG705
Housing Allowance Explanation
Explains guidelines of the Ministerial Housing Allowance option.
HSG750
Housing/Parsonage Allowance Exclusion Worksheet
Printable worksheet detailing the Housing Allowance Exclusions.
TRS300
Accountable Reimbursement Plan Ministry Related Expense Form
Sample worksheet for ministry related reimbursements.
TRS900
Minister's Taxable Compensation at a Glance
Chart outlining what is taxable income for Ministers.
Roth Information
Roth Rollover Chart
Summarizes allowable rollover transactions.
Roth Top 10 Differences
Chart outlining differences in Roth IRA and Designated Roth Accounts.
Roth Comparison Chart
Chart outlining tax differences between Roth and Pre-Tax Plans.
Loans
MRP Loan Rules
Document detailing our Member Loan Program.
Disability
DIS300
Notification of Condition of Disability by Participant
Printable worksheet to notify us of any disabilities.
DIS310
Physician's Statement for Proof of Disability
Printable form to prove disability completed by a Physician.
Miscellaneous
CON300
Savers Credit
Explains how you may pay less tax by contributing to the Ministers’ Retirement Plan.
TAX800
Special Tax Notice - Traditional
Explains how you can continue to defer federal income tax on your retirement savings in the MRP and contains important information you will need before you decide how to receive your Plan benefits.
TAX805
Special Tax Notice - Roth
Explains important information you will need before you decide how to receive your Roth, After-Tax Plan benefits.
LIST100
Things to Do Before You Die Article
List of steps to prepare for what would happen if you were to die.
LIST105
Things to Do Before You Die Checklist
Checklist allowing you to implement the provisions found in the article “Things to Do Before You Die.”
Letter of Final Instruction
A form to offer guidance to your family on your wishes after death and to inform them of your personal accounts and policies.
Facilities Use Agreement
An agreement to be used by churches with those who rent their facilities.
Church Treasurer
New Church Checklist
A guided checklist for new churches.
Requisition for Check/Reimbursement
Printable form to request checks.
Sample W-2
Example of a W2 form.
Sample 1099-MISC
Example of a 1099 form.
Sample Charitable Gift Receipts
Four examples of charitable gift receipts.
IRS Charitable Contribution Guide
Explains the federal tax law for organizations such as charities and churches that receive tax-deductible charitable contributions and for taxpayers who make contributions.
IRS Audit Guidelines for Ministers
Published guide outlining Minister's audit techniques.
IRS Tax Guide for Churches
Quick reference guide of Federal tax law and procedures for churches and religious organizations to help them voluntarily comply with tax rules.
Contribution Worksheet
Printable worksheet to outline MRP Contributions.
Budget - Minister's Worksheet
Worksheet to outline your personal budget.
Record Retention Policy
A sample record retention policy form.
Record Retention Policy Schedule
Schedule outline for how long records should be kept.