Minister and Full Time Church Worker Pension

Your Association of Unity Churches 403b9 plan is with M&I Trust (Marshall & Ilsley).

A telephone voice response system, website and live customer support line are available. You will need your PIN to make changes to your investments. Your PIN is the same as with the former plan. New participants receive their PIN in the mail shortly after the account is activated by the first deposit. Access Voice Response (phone 800-858-3829)
Visit www.miretirement.com Flyer for new site.

All participant change-of-address requests must be made through the Association of Unity Churches. You can call Susan Velasquez at 816-524-7414 ext 343 or email susan@unity.org.

If you need to have the forms below mailed, FAXed or emailed to you, please call Susan Velasquez at 816-524-7414 ext 343 or email susan@unity.org.

M&I Trust has a new tool to help answer your questions about retirement. Log on to your online retirement plan account at http://www.mitrust.com/ and get started today!

To make it easy for you to get started, personal information, such as your current balance in your retirement plan account, is pre-loaded into Guidance Plus!. Follow these easy steps to log in:

Go to http://www.mitrust.com/ and click on Retirement Plan Participants Sign On

Enter your User ID and Password

From the Balances screen, click on For personalized investment guidance, click here.

Or, select the Investments tab and click on Investment Guidance

Then click on To use Guidance Plus!, click here.

Access the Guidance Plus! user manual here.

Investment Education:
Risk Tolerance & Time—Key Factors in Asset Allocation by Morgan Barclay 9/07
What Is Your REAL Investment Risk Tolerance? by Morgan Barclay 4/08

Getting started: Print off the Retirement Strategies Forms and investment guide below, or request a copy of the booklet. Complete the Enrollment/Election form and the Qualified Plan Designation of Beneficiary form. Send these two forms to Association of Unity Churches, Attn: Pension Desk, PO Box 610, Lee's Summit, MO 64063. We need the original forms, but you can FAX them to 816.525.4020 for faster account set-up. Send contributions (on church check) to M&I Trust at the address shown on the Transmittal Ticket. Include a fully completed Transmittal Ticket with every contribution. Staple the check to the ticket. If your church check does not have a check stub, please make a copy of the check and include that, too. This will help M&I invest your funds quickly and efficiently.

Forms

These forms require Adobe Acrobat Reader.

Plan Review from M&I as of 6/30/08

Retirement Strategies Forms and investment guide. This is the complete booklet we would mail you, except for the fund fact sheets. If you are a member, you can get current fund fact sheets at M&I's website. If you would like a complete book including the fund fact sheets, contact Susan susan@unity.org to get a book mailed to you. You can browse through the booklet online or print it off. It includes all the forms you need to enroll. AKA: Pension Packet. Revised 4-2007

Association Manse Request Form Retired ministers, use this form to request manse designation.

Deferred Election form Use this to authorize your ministry to withhold a contribution and forward it to M&I on your behalf.

M&I Remittance Form Send this form with all payments.

M&I Distribution form For all withdrawals and rollovers except loans.

M&I Form to Roll-in from another plan Our plan can accept rollovers from IRA's, 401K's, and other 403B's.

All about pension loans

Frequently Asked Questions about Pension issues.

Association of Unity Churches International, PO Box 610, Lee's Summit, MO 64063 | 816-524-7414 | info@unity.org
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