Forms
Retirement Plan
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)
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.
Organizations (for Treasurers & Administrators)
- Housing Allowance Worksheet I -Manse
- Housing Allowance Worksheet II – Renting or Mobile Home
- Housing Allowance Worksheet III – Homeowner
Group Insurance Adoption Agreement
Electronic Remittance Contribution Process
(for online Retirement Plan contributions)
Remittance Form PDF
(for mailed Retirement Plan contributions)
Remittance Form XLS
(for mailed Retirement Plan contributions)
Separation, Termination and Severance
Portability and Convertibility
Potential Tax Liability for Life Insurance Plans
Eligibility Matrix
(who is eligible for what insurance)
PCA Group Compensation Update.xls
(necessary for LTD)
Ministerial Relief
Insurance Plans
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 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.
Quick Links
Get In Touch
678-825-1260
1700 North Brown Road, Ste 106
Lawrenceville, GA 30043
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