| Form |
Description |
| Authorization of General Board to Release Information |
To provide authorization to the General Board to release specific medical-related participant information to designated party(ies). |
| Before-Tax and After-Tax Contributions Agreement (UMPIP) |
To set up an agreement between the participant and plan sponsor/salary paying unit which specifies the amount/percent and the type of contribution the participant wishes to make to UMPIP. Return this completed, signed form to your plan sponsor/salary-paying unit. |
| Before-tax Contributions Election for the Horizon 401(k) Plan |
To set up an agreement between the participant and plan sponsor/salary paying unit which specifies the amount/percent and the type of contribution the participant wishes to make to the Horizon 401(k) Plan. Return this completed, signed form to your plan sponsor/salary-paying unit. |
| Chaplains Grant Fund Application |
To allow eligible clergypersons who have been endorsed by the United Methodist Endorsing Agency as a chaplain or pastoral counselor to apply for a grant from the Chaplains Supplemental Pension Grant Fund. |
| Claim Form for Survivor Benefits |
To request consideration from the General Board for a claim to death benefits. |
| Depository Agreement for Payments |
To provide authorization to the General Board to send payments directly to a participant's financial institution. |
| Designation of Beneficiary for Retirement and Welfare Plans for Participants |
To designate the beneficiary(ies) eligible to receive retirement and welfare plan benefits in the event of a participant's death under the terms of the applicable plan(s). |
| Designation of Beneficiary for Retirement and Welfare Plans for Surviving Spouse/Non-Spouse/Alternate Payee Accountholder |
To designate the beneficiary(ies) eligible to receive retirement and welfare plan benefits in the event of a surviving spouse, non-spouse or alternate payee's death under the terms of the applicable plan(s). |
| Election to Rescind the PDA |
Participants with Participant Directed Accounts (PDAs) may participate in LifeStage only if they rescind their PDAs. This form allows participants to rescind their PDAs. |
| 403(b) Contribution Planner Input and Instructions (UMPIP) |
To provide the General Board with participant data for purposes of determining annual contributions limits for the plan year. |
| Hardship Loan Debit Agreement (UMPIP) |
To authorize electronic funds transfer for loan repayments to UMPIP. |
| Horizon 401(k) Plan Loan Debit Agreement |
To authorize electronic funds transfer for loan repayments to the Horizon 401(k) Plan for retired participants. |
| Incoming Rollover (UMPIP) |
To allow participants to roll over eligible rollover distribution monies that are acceptable to the General Board into UMPIP. |
| Incoming 403(b) Exchange/Transfer (UMPIP) |
To allow a participant to authorize a direct transfer of monies from a 403(b) plan with another financial institution to UMPIP. |
| Investment Election Form |
To notify the General Board of new elections or changes to participant investment elections for the defined contribution retirement plan accounts. |
| LifeStage Personal Investment Profile |
This form allows participants to set (or change) the variables of their LifeStage Personal Investment Profile. |
| Participant Information Release |
To allow a participant to authorize the General Board to release benefit plan information, excluding any medical information, to a specified individual. |
| Rollover to the Horizon 401(k) Plan |
To allow participants to roll over eligible rollover distribution monies that are acceptable to the General Board into the Horizon 401(k) Plan. |
| School Certificate (CPP) |
To provide the General Board specific information relative to an eligible child's full-time enrollment in school for the purpose of qualifying for educational benefits. |
