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
Defined Contribution Request >
Payout Request >
Investments
Quarterly Fund Allocation
March 31, 2019 >
June 30, 2019 >
September 30, 2019 >
Year-end Fund Allocation
2018
>
2017 >
2016 >
2015 >
2014 >
2013 >
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 >
Account login >
Resources & forms >
Ready to get started or have questions?
Email Barb Wright or call 847.228.5376.
I encourage every church to make such provisions for their pastors.
John Piper, Founder and Leader of Desiring God
