Forms & Literature
403(b)7 Forms & Literature
The following resources are available below to assist you in the creation and administration of your 403(b) retirement plan.
Applications & Forms
For help completing the Timothy Plan forms, call (800) 846-7526 to speak with a representative.
| Timothy Plan Forms | Employer | Employee | Advisor |
|---|---|---|---|
| 403(b)7 Custodial Packet | |||
| New Account Application | |||
| Salary Reduction Agreement | |||
| Request for Transfer or Rollover Application | |||
| Distribution Request | |||
| Employer Sponsored Transmittal |
| The Master's Plan Forms | Employer | Employee | Advisor |
|---|---|---|---|
| The Master's Plan Employer Questionnaire |
Literature
| Resource Material |
|---|
| Timothy Plan Brochure |
| The Value of Money |
| The Master's Plan Introduction |
| The Master's Plan 123 Setup |