Retirement Document Library

Plan Information

Contribution Calculation Form - Fill out and submit this form (don't forget to include your executive director's and your signatures) at least once per calendar year, and anytime you change jobs or salary.
New Enrollee Guide to Getting Started - Everything you need to sign up for the ACC Retirement Plans
Beneficiary Designation Form - Complete this form and return it to Fidelity when adding or updating your beneficiaries.
Transfer/Rollover/Exchange Form - Complete and submit this form to Fidelity when processing a rollover of funds from another eligible retirement plan into the ACC Retirement Plan.
Supplemental Distribution Election Form - If you have funds in the Supplemental Plan, use this form to declare a deferral of distributions past one's retirement date (or change of employers after age 59 1/2 years of age). Make sure to submit it one (1) full year prior to your retirement date.
IRS Publication 517 - Information on clergy tax status.

Employer Adoption Agreement - New Employer? Fill out the Employer Adoption Agreement to be a participating employer in the ACC Retirement Plan. Completing and returning this form is commits you to abiding by the ACC Plan dcouments and IRS regulations.
SCP User Manual - Instructions on how to use the Simplified Contribution Platform.
IRS Elective Deferral Rules

Retiring in the Retirement Plan 71280 Information Sheet - A go-to guide for everything related to retiring in the ACC 403(b)9 Retirement Plan.
Retiring in the Supplemental Plan 71281 Information Sheet - A go-to guide for everything related to retiring in the ACC Supplemental Plan.
Mandatory Distribution Form (MRD) - Use this form to request your MRD.
Supplemental Plan Tax Document Explanation for Tax Professionals - Give this to your accountant or tax professional so they understand the W-2 tax document that you will receive if you are a member of the Supplemental Plan.

Retirement & Group Benefits Administrator

American Conference of Cantors

Telephone: 847-781-7800