retirement application

Are you ready for retirement?  If you are 100 percent vested, and at least age 60, you may begin your retirement benefits as soon as you are ready.  Normal retirement age is 65.  However, you may elect to receive your benefits as early as age 60, at a reduced amount. 

If you would like to apply for retirement benefits at this time, please complete the retirement application.  You may do this by filling out the form below, or by printing out the application and mailing or faxing it to our office.  If you would like to print the application out, click on the link below.

Please note:  We will need a copy of both your and your beneficiary's birth certificates or driver's licenses.  Please mail or fax these to our office, even if you apply online.

After the completed retirement application is received by our office, a final benefit calculation will be sent to you. You will then have the opportunity to select the benefit option desired and note when the benefit should begin.  In addition, we will send other forms to you to complete once we receive the application, such as a housing allowance form, a W4-P tax form and a direct deposit form.

Retirement Application - Printable Form

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Name of Participant 
Participant's Birthdate 
Current Street Address 
City 
State 
Zip Code 
Retirement Address (if different) 
City 
State 
Zip Code 
Phone Number 
Conference Name 
Date of Termination 
*Check Appropriate Box(es) 
Defined Benefit
Defined Contribution
Type of Benefit 
**Requested Date for Benefits to Begin 
Participant's Current Year Salary 
Name of Joint Annuitant/Beneficiary 
Joint Annuitant/Beneficiary's Birthdate 
Relationship to Participant 
Initials 

By initialing this form, I am applying to receive a benefit stated under the provisions of the Free Methodist Church of North America Pension Plan for Annual Conferences and Headquarters employees. 

*Please note that Defined Benefit plan refers to participants in the plan from 1981 to present.  Defined Contribution plan refers to participants who were employed prior to 1981.  It is possible to be a participant of both plans.  Please be sure to indicate the plan for which you are applying. 

**Plan benefits are paid for the 1st of each month.  Please choose the 1st of the month in which you wish your benefits to begin.

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