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Download Documents & Resources

Use this section to access some of MMBB’s useful documents and resources.

Tax Guides

Annual Reports Archive

Forms

  • The Annuity Supplement (TAS) Salary Reduction Agreement (A-13a)

    pdf file: 105 KB

    The Annuity Supplement (TAS) Salary Reduction Agreement (A 13a) The employee uses this form to authorize the employer to direct a portion of their salary to the TAS retirement plan on the employee’s behalf. The employee chooses the portion of salary to redirect to TAS. We also encourage you to download the Salary Reduction Agreement Guidelines (GL5) for more information on how to choose an amount to contribute to TAS.

    After completing the form, please print out, sign and mail to MMBB Financial Services; 475 Riverside Drive; 17th Floor; New York, NY 10115-0049.

  • Tax-Deferred Annuity (TDA) Change of Contribution (A-13b)

    pdf file: 88 KB

    This form is used when the employer wants to change the contribution to the employee’s TDA retirement plan. The employer can specify the size of the contribution and how often the contribution will be made.

    After completing the form, please print out, sign and mail to MMBB Financial Services; 475 Riverside Drive; 17th Floor; New York, NY 10115-0049.

  • Rollover Contribution Form (A-16)

    pdf file: 332 KB

    Employees use this form to rollover funds from a previous employer’s retirement plan or IRA (excluding Roth IRAs) to an MMBB Financial Services TAS account. A fact sheet explaining the rollover process accompanies the form.

    After completing the form, please print out, sign and mail to MMBB Financial Services; 475 Riverside Drive; 17th Floor; New York, NY 10115-0049.

  • Request for Plan-to-Plan Transfer (A-17)

    pdf file: 223 KB

    Employees use this form to authorize the financial institution holding funds from a previous employer’s 403(b) plan to release the funds for deposit into an MMBB Financial Services RP account.

    After completing the form, please print out, sign and mail to MMBB Financial Services; 475 Riverside Drive; 17th Floor; New York, NY 10115-0049.

  • Compensation Change Request (A-18)

    pdf file: 124 KB

    Employers use this form to notify MMBB about compensation changes for employees. The form also allows employers to update the housing allowance and Social Security and Medicare offset for ordained staff.

    After completing the form, please print out, sign and mail to MMBB Financial Services; 475 Riverside Drive; 17th Floor; New York, NY 10115-0049.

  • Address Change Form (ADD1)

    pdf file: 87 KB

    Employees use this form to inform MMBB of a change of address. You can also use this form to stipulate a seasonal address.

    After completing the form, please print out, sign and mail to MMBB Financial Services; 475 Riverside Drive; 17th Floor; New York, NY 10115-0049.

  • Designation Of Beneficiary Retirement Plan (RP) Account (B-1)

    pdf file: 91 KB

    This form is for the designation of beneficiaries for your Retirement Plan account.

    After completing the form, please print out, sign and mail to MMBB Financial Services; 475 Riverside Drive; 17th Floor; New York, NY 10115-0049.

  • Electronic Funds Transfer Request (EFT)

    pdf file: 98 KB

    Members use this form to authorize direct deposit of payments from MMBB to the member’s checking or savings account. Members can also use this form to authorize automatic loan repayments.

    After completing the form, please print out, sign and mail to MMBB Financial Services; 475 Riverside Drive; 17th Floor; New York, NY 10115-0049.

  • Salary Reduction Agreement Guidelines (GL5)

    pdf file: 69 KB

    This fact sheet explains the federal regulations governing how much you can contribute to The Annuity Supplement (TAS).

    After completing the form, please print out, sign and mail to MMBB Financial Services; 475 Riverside Drive; 17th Floor; New York, NY 10115-0049.

  • Substitute State Withholding Certificate (SSWC)

    pdf file: 455 KB

    Substitute State Withholding Certificate (SSWC) Whether your annuity payments are subject to state tax withholding depends upon the state in which you reside and withholding selections you make. This form helps you calculate the amount that MMBB Financial Services should withhold for state income tax purposes. You do not need to complete this form if you live in Alaska, Florida, Hawaii, Mississippi, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington and Wyoming.

    After completing the form, please print out, sign and mail to MMBB Financial Services; 475 Riverside Drive; 17th Floor; New York, NY 10115-0049.

  • Substitute State Withholding Certificate—Mandatory (SSWC-M)

    pdf file: 413 KB

    Substitute State Withholding Certificate—Mandatory (SSWC-M) Residents of the following states must fill out this form to calculate the amount that MMBB Financial Services should withhold for state income tax purposes: California, Delaware, Georgia, Iowa, Kansas, Maine, Massachusetts, Nebraska, North Carolina, Oklahoma, Oregon, Vermont and Virginia.

    After completing the form, please print out, sign and mail to MMBB Financial Services; 475 Riverside Drive; 17th Floor; New York, NY 10115-0049.

  • Withholding Certificate for Pension or Annuity Payments (W-4P)

    pdf file: 117 KB

    Withholding Certificate for Pension or Annuity Payments (W-4P) This Internal Revenue Service form helps you calculate the federal income tax that MMBB Financial Services should withhold from a member’s annuity payment.

    After completing the form, please print out, sign and mail to MMBB Financial Services; 475 Riverside Drive; 17th Floor; New York, NY 10115-0049.

  • Tax Information for Clergy Members (T1)

    pdf file: 128 KB

    Tax Information for Clergy Members (T1) This fact sheet explains how ordained members should interpret the 1099-R form MMBB Financial Services prepares for people receiving payments from MMBB. This includes annuity payments, required minimum distributions, partial and complete distributions, rollovers, loan defaults and excess retirement contributions.

    After completing the form, please print out, sign and mail to MMBB Financial Services; 475 Riverside Drive; 17th Floor; New York, NY 10115-0049.

  • Tax information for Non-Clergy Members (T2)

    pdf file: 117 KB

    Tax Information for Non-Clergy Members (T2) This fact sheet explains how non-ordained members should interpret the 1099-R form MMBB Financial Services prepares for people receiving payments from MMBB. This includes annuity payments, required minimum distributions, partial and complete distributions, rollovers, loan defaults and excess retirement contributions.

    After completing the form, please print out, sign and mail to MMBB Financial Services; 475 Riverside Drive; 17th Floor; New York, NY 10115-0049.

Church Administration Guides

  • Compensation Comparison & Analysis

    pdf file: 161 KB

    Review compensation data for ABC ministers by region and request a custom analysis of pastor compensation for similar-sized churches in your region.

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