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.

 
Frequently Accessed
2021 Maximum Contribution Worksheet

A worksheet to determine the allowable contribution types and amounts for the year.

Housing Allowance - Feb 2018

Ruling on Housing Allowance Case. 

Printable MRP Coupons

Printable Coupons for contributions to retirement account. 

Affordable Care Act - Oct 2016

Current status of the ACA. 

10-Year Return Chart 

Chart depicting amount of return over the last 10 years. 

 
Mail-In Application

APP100

Instructions to Apply by Mail

Start Here - Directions for the manual offline enrollment process. 

APP110W

Membership Application

Printed application form. Return to the Benefits Board if not applying online. 

APP110

Signature Page and Application Confirmation

Legal document to be signed and returned to the Benefits Board upon applying. 

APP120

Salary Reduction Agreement

Form to be submitted to employer. 

APP130

MRP Information

Minister's Retirement Plan overview and eligibility information. 

APP140

Traditional Plan Q&A

Common questions about the Traditional plan with detailed answers. 

APP145

Roth Plan Q&A

Common questions about the Roth plan with detailed answers. 

APP150

Distribution Options

Rules and options regarding distributions from the retirement plan. 

APP160

Investment Fund Details

Important facts about fund performance, allocation changes and withdrawals. 

APP170

4% Interest Assumption

Theoretical example using 4% growth rate. 

 
Roth Information
Roth Comparison Chart

Chart outlining tax differences between Roth and Pre-Tax Plans. 

Roth Rollover Chart

Summarizes allowable rollover transactions. 

Roth Top 10 Differences

Chart outlining differences in Roth IRS and Designated Roth Accounts. 

 
Compensation

HSG705

Housing Allowance Explanation

Explains guidelines of the Ministerial Housing Allowance option.

HSG710

Housing Allowance Worksheet

Estimate Housing Allowance for the year.

HSG750

Housing/Parsonage Allowance Exclusion Worksheet

Printable worksheet detailing the Housing Allowance Exclusions.

HSG700

Housing Allowance 

More detailed explanation of Housing Allowance.

TRS110

Worksheet for Minister's Compensation

Printable worksheet outlining Minister's Compensation.

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.

CON100

Maximum Contribution Worksheet - 2021

A worksheet to determine allowable contribution amounts for the year.

CON200

2021 Contribution Limits

Written description of the contribution limits for the year.

 
Beneficiary

BEN201

Change of Beneficiary Request

Printable worksheet to formally change your beneficiary.

BEN206

Update of Beneficiary Request

Printable worksheet to formally update your beneficiary.

BEN210

Designation of Non-Spousal Primary Beneficiary

Printable worksheet to designate a non-spousal beneficiary.

BEN220

Beneficiary Claimant's Statement

Printable worksheet to claim the account of the deceased as a beneficiary.

 
Loans

LOAN100

Member Loan Application

Printable application for Member 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.

 
Healthcare
Statement from Benefits Board - Personal Insurance Plans

Document presenting thoughts on personal insurance plans.

Affordable Care Act - Oct 2016

Current status of the ACA. 

Affordable Care Act - Notice 2013-54

Document discussing reimbursement of certain Health Insurance Policies with Pre-Tax or After-Tax Dollars

ECFA Addresses Healthcare

Presents information on the healthcare reimbursement aspects of the Affordable Care Act.

 
Installment

INST500 

Installment Payment Request

Printable worksheet outlining information regarding payments of your account.

INST505 

Installment Payment Request - Roll-Ins

Printable form to request roll-in payments

INST510 

Direct Deposit Information

Printable form to complete if using direct deposit.

 
Miscellaneous

APP180

Investment Selection Form

Mail-in form to change allocation percentages between funds.

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.”

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.

 
Withdrawal & Distributions

FEE100

Surrender Fee - IMPORTANT

Describes the two small surrender charges applied in the event of an early withdrawal, rollover, transfer, loan default, or hardship withdrawal from the MRP.

WDW600

Request for Hardship Withdrawal - Under Age 59 1/2

Printable form for hardship withdrawal.

WDW610

Partial Withdrawal Application - Over Age 59 1/2

Printable form for partial withdrawals.

WDW613

Partial Withdrawal Application - Over Age 70 1/2

Printable form for partial withdrawals.

WDW620

Lump Sum Distribution

Printable form to request a lump sum distribution.

WDW623

Lump Sum Distribution Over Age 70 1/2

Printable form to request a lump sum distribution.

WDW625

Beneficiary Lump Sum Distribution

Printable form to request a lump sum distribution.

WDW628

Beneficiary Partial Distribution

Printable form to request a partial distribution.

WDW630

Small Account Cash Out

Printable form to request a lump sum distribution for a small account.

WDW640

Request for Minimum Required Distribution

Printable form to request a minimum required distribution.

WDW640B

Request for Minimum Required Distribution - Secondary Beneficiary

Printable form to request a minimum required distribution for beneficiary.

WDW640W

Request for Minimum Required Distribution - Widow

Printable form to request a minimum required distribution for widow account.

WDW645

Request for Minimum Required Distribution - Roll-Ins

Printable form to request a minimum required distribution roll-in.

Church of God Benefits Board | Cleveland, TN