New Participant
Information Form

Fill out this form to notify our team that you’re interested in joining the retirement plan and provide us with your contact information, which we’ll use to set up your online account. Note that this process only sets you up within our system; you will also need to login to your account and make beneficiary and investment elections.

2019 Salary Deferral
Agreement Form

Please use this form to elect how much of your salary you would like to defer into your retirement plan.

2019 ACH Authorization for
Employee/403(b) Contributions Form

This form confirms how much and when contributions from your local church (employer) should be remitted to the retirement plan, through the Willow Grove office. These contributions take place via ACH, and this form requests important banking details for making these transactions.

Key Factors to Consider
for Employee Contributions

Use this “cheat sheet” to learn the five important factors you must consider when setting up contributions to your retirement plan.

Plan Participation
Agreement Form

Each local church who has a pastor or employee contributing to the retirement plan must sign a Participating Employer Agreement, which confirms that the local church has agreed to follow the rules of the plan set up by the OPC. A copy of the Summary Plan Document (rules of the retirement plan) is included below, under “Standard Plan Documents.”