Here are the most common forms associated with the Nazarene 403(b) Retirement Savings Plan. If you have other questions, please contact us at 888-888-4656 or firstname.lastname@example.org.
Note, for best results, Adobe Acrobat Reader is recommended when filling in the applications and forms. Be sure to download the document to your computer before starting to complete the pdf form, otherwise, you may lose your edits.
|403 (b) Retirement Forms|
| Beneficiary Designation
Please complete and sign this form if you are opening a new account and want to designate a beneficiary or if you want to change your beneficiary designation on your existing account.
| Distribution for Beneficiary
Use this form if you are a beneficiary and wish to have assets transferred to a beneficiary account in your name or request a distribution.
|Distribution for Primary Participant
Please call Fidelity at 1-866-NAZARENE (629-2736) to obtain this form.
| Request for Electronic (EFT) Withdrawals from Your Fidelity 403(b) Account (not for Defined Benefit Pension)
Fidelity EFT is a convenient service that enables you to take your periodic payment distributions from your Fidelity retirement account and have your money electronically transferred to your bank account. Use this form to sign-up.
| Contribution Agreement
Use this form if you wish to direct your employer to reduce your compensation and direct that this compensation become an elective deferral under your Nazarene 403(b) Plan, or if you want to change your existing Agreement.
| Formulario de Acuerdo de Contribución
Use este formulario si desea indicarle a su empleador que reduzca su compensación y que esta compensación se convierta en un aplazamiento electivo bajo su Plan Nazareno 403(b), o si desea cambiar su Acuerdo existente.
| Required Minimum Distribution
The latest information on what is involved in determining your RMD.
| Systematic Distribution
Use this form if you wish to request a systematic distribution from your Church of the Nazarene 403(b) Retirement Savings Plan account.