Forms

Retirement Plan

RBI Benefit Enrollment Form

Rollover Transfer In Form
(From another plan to PCA)

Distribution, Rollover & Transfer Out Form
(from PCA to another plan)

Investment Option Change Form
(and Balance Transfers)

Hardship Distribution Request

Retirement Income-Expense Worksheet

Retiree Distribution Request Form

Request an In-Plan Roth Conversion Form

If you are an active employee of a PCA organization and have a PCA Retirement Account, you may take a loan against your PCA retirement account and pay yourself back with interest.  If interested in a loan, please call our office for details, and a loan application, at 678-825-1260.

Other

RBI Wise Planning Guideline Digital Booklet
(An interactive planning PDF. You must first download the PDF to begin to apply your data.)

Beneficiary Designation PDF

Beneficiary Designation in SmartBen
(instructions)

If enrolled in PCA Insurance, you may also update your address in SmartBen.

If you have a church or Christian school staff of at least 15 people, we’d love to talk with you about setting up a meeting specifically for your staff.  Please complete the Seminar Request Form and we will reach out to you.

About PCA Retirement & Benefits

We guide PCA pastors and ministry workers through the complexities of financial planning and employee benefits, so they and their families are able to live generously in every season of ministry.

 

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Get In Touch

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678-825-1260

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1700 North Brown Road, Ste 106
Lawrenceville, GA 30043

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