The following downloads are PDF files. They are easily viewed and printed on any computer with Acrobat® Reader installed. A free version of Acrobat® Reader can be downloaded from www.adobe.com.

Group Forms

Application for Annuity Benefit

Authorization Agreement for Automatic Deposit

Employer Group Enrollment

Fund Selection

Minister's Group Enrollment

Pension Plan Remittance Form

Transfer Authorization

Individual Forms

Agreement for Tax Deferment/Additional Voluntary Employee Contributions

Agreement for Tax Deferment/Additional Voluntary Employer Contributions

Annuity Benefit Reduction Assistance Program Application

Authorization Agreement for Automatic Deposit (ACH Credits)

Beneficiary Designation

Fund Selection/Fund Transfer

Individual Agreement to Participate

Pension Plan Remittance Form

Request Federal Tax Withholding

Request for Annuity Projection

Salary Reduction Agreement for Tax-Deferred Contributions 

Transfer Authorization

Other

Investment Guidelines

Investment Offerings

Memorial Tribute Guidelines and Submission Form

Pension Plan Participants' Handbook

Pension Plan Rollover Notice

Mutual Fund Prospectuses

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 If you are looking for Church Workers' Assistance Plan forms, please contact Lori Domich at 800-746-1505, ext. 365, or ldomich@cobbt.org.