FCMM Forms & Information
FCMM features and investment options
Below is a listing of FCMM’s forms and important documentation. Here you will find what you need to enroll, change your investment designation, information about how the FCMM Retirement Plan works, performance reports and more.
Learn about FCMM’s Investment Options
- (31) FCMM’s Investment Options - Participants have a wide range of investment choices.
- (32) Advantages of Using FCMM -Why participate in FCMM?
- (38) FCMM Summary Plan Document - A summarized version of the Plan Document.
- (30) FCMM Retirement Plan Document - The full length Plan Document explains how the plan operates.
- (35) How to Start Receiving FCMM Retirement Benefits - Once you’ve decided when to retire, this information will guide your next steps in the process.
- (36) Detailed Annuity Description - Provides a description of what an annuity is and how annuities are offerred by FCMM.
Employee Forms
- (31) FCMM Investment Options - Participants have a wide range of investment choices.
- (01) Participant Enrollment Application - Employees use this form to enroll.
- (01A) Participant Reallocation of Employer Contributions Form - Participant’s who’ve already enrolled can change their investment allocation for future Employer Contributions.
- (02) Employee Beneficiary Designation - Who do I want to designate as the beneficiary for my accounts?
- (03) Participant Salary Deferral Agreement - Employee contributions through a salary deferral.
- (04) Participant Investment Selection - American Funds - Selecting American Funds options.
- (05) Participant Investment Selection - Vanguard Funds - Selecting Vanguard Funds options.
- (06) Participant Investment Selection - Christian Investors Financial - Required for investment in the Adjustable Rate Investment with CIF
- (08) Participant Transfer or Rollover - Packet of forms for moving money into FCMM from other plans.
- (09) Employee Withdrawal Form - Used when a former employee is withdrawing funds - NOT for use with Hardship Withdrawals.
- (10) Employee Transfer or Rollover from FCMM - Moving money out of FCMM to other plans.
- (11) Employee Hardship Withdrawal Certification Form - Used for plan participants making a qualifying hardship withdrawal.
- (12) Third Party Disclosure Authorization Form - Used to authorize FCMM to discuss your account with a spouse, financial planner or other third party.
- (15) Transfer Non-Roth Assets - Request the transfer of Non-Roth investments between FCMM options
- (16) Transfer Roth Assets - Request the transfer of Roth investments between FCMM options
Employer Forms
- (20) Employer Adoption Agreement - Employers agree to make FCMM available to employees.
- (21) Employer Treasurer Instructions - Step by step guideline for church treasurers.
- (23) Church and Individual Enrollment Procedures - Explanation of the enrollment process.
- (24) Contribution Remittance Instructions - Detailed instructions on filling out the FCMM contribution remittance form to be sent with every contribution.
- (29) Employer Compliance Form for Frozen 403(b) Contracts - Defines responsibilities of the employer in cases where a former 403(b) plan remains in existance.
Performance Reports
- 2007 FCMM Performance Report
- 2008 FCMM Performance Report
- 2009 FCMM Performance Report
- 2010 FCMM Performance Report
- 2011 FCMM Performance Report
- (41) FCMM Fees
News & Notes Archive
Learn more
- Advantages of the FCMM Retirement Plan
- FCMM Web Access for Participants
- FCMM Retirement Plan Home
- Financial Calculators from the Alliance Benefit Group
