Visit www.miretirement.com. Flyer for new site. Go to forms
We are pleased to announce enhancements to the investment options
available in the Association of Unity Churches, Inc. Tax-Sheltered
Annuity Plan. Effective March 22, 2010 at 3 p.m. CT, we expanded the
fund line-up to provide you with two more options to achieve your
retirement goals by adding the Vanguard Mid Cap Index Fund (VIMSX) and
the Vanguard Small Cap Index Fund (NAESX).
All participant change-of-address requests must be made through the Association of Unity Churches. You can call Susan Velasquez at 816-524-7414, Ext. 343 or e-mail susan@unity.org.
If you need to have the forms below mailed, FAXed or e-mailed to you, please call Susan Velasquez at 816-524-7414, Ext. 343 or e-mail susan@unity.org.
Want to know more about the Roth options? Here's a great Q&A prepared for us by M&I.
M&I Trust has a new tool to help answer your questions about retirement. Log on to your online retirement plan account at http://www.miretirement.com/ and get started today!
To make it easy for you to get started, personal information, such as your current balance in your retirement plan account, is preloaded into Guidance Plus! Follow these easy steps to log in:
- Go to http://www.miretirement.com/ and click on "Retirement Plan Participants Sign On"
- Enter your User ID and Password
- From the Balances screen, click on "For personalized investment guidance, click here."
- Or, select the Investments tab and click on Investment Guidance
- Then click on "To use Guidance Plus!, click here."
Access the Guidance Plus! user manual here.
Getting started: Request a copy of the Retirement Strategies booklet. Complete the Enrollment/Election form and the Qualified Plan Designation of Beneficiary form. Send these two forms to Association of Unity Churches, Attn: Pension Desk, PO Box 610, Lee's Summit, MO 64063. We need the original forms, but you can FAX them to 816-525-4020 for faster account set-up. Send contributions (on church check) to M&I Trust at the address shown on the Transmittal Ticket. Include a fully completed Transmittal Ticket with every contribution. Staple the check to the ticket. If your church check does not have a check stub, please make a copy of the check and include that too. This will help M&I invest your funds quickly and efficiently.
Forms
These forms require Adobe Acrobat Reader.
Plan Review from M&I as of 03/31/10
Retirement Strategies Forms and investment guide The plan booklet is no longer available in total to download. If you are a member, you can get current fund fact sheets at M&I's Web site. If you would like a complete book including the fund fact sheets and all forms, contact Susan susan@unity.org to get a book mailed to you.
Pension plan Enrollment Form and Beneficiary Form to be mailed to Association of Unity Churches.
Association Manse Request Form Retired ministers, use this form to request manse designation.
Deferred Election Form Use this to authorize your ministry to withhold a contribution and forward it to M&I on your behalf.
M&I Remittance Form Send this form with all payments.
M&I Distribution Form For all withdrawals and rollovers except loans.
M&I Form to Roll-In From Another Plan Our plan can accept rollovers from IRAs, 401Ks, and other 403Bs.
A word about pension loans. You can have only two loans outstanding at a time. There is a limit to the amount you can borrow. Loans are originated through the M&I website or the customer phone line. Original loan papers must be mailed to the Association. After they are signed at the Association they must be mailed to M&I. M&I processes loan payouts the last day of the month. There is no way to hurry the process.
