Forms for Current Participants
The information below is for current participants. Any additional queries, meeting arrangements, and past statements please contact Director of Operations at firstname.lastname@example.org.
Click here for D&B Request Form return completed form to email@example.com
- Withdrawals: Must include vestry minutes reflecting approval of the withdrawal from must be to Director of Operations by the 27th of each month.
- Additions: For ACH instructions and Wire Instructions contact Director of Operations at firstname.lastname@example.org
- Spending Plan changes: Annual letters are mailed late December.
ACH (direct deposit) - preferred method
- Click here for ACH (direct deposit) instructions
- ACH deposits are completed 2 business days after the 1st of the month
- Checks should be received 5-7 business days after the 1st
Online statements are available and preferred. Please complete the form and return to email@example.com Online statement form