403(b) Forms and Documents

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.
Employer Participation Agreement
IRS regulations require that all Nazarene employers have this participation agreement signed and on file with P&B in order for their pastors/employees to participate in the Nazarene 403(b) Retirement Savings Plan. For more information about this, please read our Employer Participation Agreement FAQ.
Letter of 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.
Minimum Required Distribution
Use this form to calculate and/or distribute MRD payments.
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.