Retirement Plan resources & forms
Download forms to get your retirement plan started or view fund asset allocation.
Forms
Enrollment
Enrollment Application >
Beneficiary Form >
Voluntary Contribution Form >
Resolution Agreement >
Reactivation Form >
Rollover
Rollover and Payout Request >
Investments
Quarterly Fund Allocation
June 30, 2020
March 31, 2020
September 30, 2020
Year-end Fund Allocation
2019 >
2018 >
2017 >
2016 >
2015 >
2014 >
2013 >
Resources
Helpful links
Social Security >
IRS Publication 517 Form >
IRS Publication 570 Form >
Ministers' Taxes Made Easy>
Church Reporting Made Easy>
About Converge Retirement Plan
Retirement Plan overview >
Lifetime income
>
Housing allowance >
Defined contribution >
Compare plans >
Account login >
Resources & forms >
Frequently
asked questions[/site-link] >
Ready to get started or have questions?
Email Barb Wright or call 877.482.6882.
I encourage every church to make such provisions for their pastors.
John Piper, Founder and Leader of Desiring God
