ATTENTION!
We are updating our systems and making our forms interactive. You will need to haveAdobe Acrobat 6.0 or later installed to take full advantage of these new features.

 

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  Welcome! 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.
       
                   

Click the icon above to download it for free!

Application Forms & Information
 
Application Explanation (APP100)
 
Application (APP110 Print Form)
Application (APP110 Interactive Form)

Frequently Accessed Forms

NEW! Maximum
Contribution Limits Worksheet-2008

NEW! Interactive
MRP Coupons

Printable MRP Coupons

 
Salary Reduction Agreement (APP120)
 
Information Sheet (APP130)
 
Frequently Asked Questions (APP140)
 
Distribution Options (APP150)
 
Important Information (APP 160)
 
6.25% 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)
 
Lump Sum Distribution Beneficiary (WDW625)
 
Partial Distribution Beneficiary (WDW628)
   
Disability Forms
 
Notification of Condition of Disability by Participant (DIS300)
 
Physician's Statement For Proof of Disability (DIS310)

If you would rather have forms in Español, 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.

   
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)
     
   
Miscellaneous Forms
 
Investment Selection Form (APP 180)
 
Budget - Ministers' Worksheet (BUD 100)
Contribution Limits Worksheet 2008(CON100)
Contribution Limits Explanation for 2008(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 Fringe Benefit Guide
IRS Tax Guide
Savers Credit
Special Tax Notice (TAX800)
 
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
 
   
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