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
NEW - 2025 Maximum Contribution Worksheet
A worksheet to determine the allowable contribution types and amounts for the year.
NEW - 2025 Contribution Limits
Written description of the contribution limits for the year.
2024 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.
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.
APP160
Investment Fund Details
Important facts about fund performance, allocation changes and withdrawals.
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 IRA and Designated Roth Accounts.
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.
2024 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.
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
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.
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.
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.
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.