Forms and Publications

Form	What is this for?

Change of Name 10/14/2009	To record your legal name change.

Designation of Beneficiary 12/19/2007	To name designated beneficiaries in the event of your death.

Qualified Domestic Relations Order Procedures 7/15/2009	Procedures for filing and having approval of a QDRO with the Fund.

Request for Release of Information to a Third Party 10/16/2009	To authorize a representative to receive your personal information from the Fund.

Revocation of Waiver 10/16/2009	To revoke a waiver of participation in the Retirement Plan.

Rollover to the Tax-Deferred Savings Plan 6/6/2008	Use this form to instruct your former employer's plan administrator or IRA custodian to issue a check to roll over your account(s) to the Tax-Deferred Savings Plan.

Social Security Request for Earnings 7/1/2006	To receive an estimate of social security benefits you may be eligible for.

Voluntary Contributions 10/23/2009	To start or to increase your savings with a voluntary account (Use our calculator to determine your contribution limits)

Publications

A Guide to Leaving & Retiring 10/12/2009

Options for your accounts if you leave the YMCA before you're ready to retire.

Claims Procedures 9/26/2008
An overview of the claims procedures with respect to the Retirement Plan and Savings Plan.

Fund Basics 7/2/2009
The basics on the YMCA Retirement Fund and the path to your future savings.

Fund Reports 8/20/2008
Download Annual and Mid Year Reports, Actuary and Auditor Reports, and Portfolios of Investments.

Fund Snapshot 9/8/2009
Background and history of the YMCA Retirement Fund.

Getting a Loan from Tax-Deferred Savings 4/29/2009
The basics about loans from the Tax-Deferred Savings Plan.

Glossary: Helpful Definitions 7/13/2009
A partial listing of YMCA Retirement Fund related terms.

Health Savings Account Endorsement 2/22/2008
The YMCA Retirement Fund endorses HSA Bank® for YMCAs and their staff.

Plan Document: Retirement Plan 8/10/2009
Restated Effective June 30, 2006 (Including Amendments through July 1, 2009)

Plan Document: Tax-Deferred Savings Plan 9/28/2009

Restated Effective January 1, 2009 (Including Amendments through October 1, 2009)

Retire…Rehire? 10/23/2009

Frequently asked questions on resuming YMCA employment after beginning retirement.

Summary Plan Description 12/15/2008
This SPD provides a formal explanation of our Retirement Plan. It also offers a brief overview of our Tax-Deferred Savings Plan.

Tax Status of the YMCA Retirement Fund 12/10/2007
An explanation of the YMCA Retirement Fund's current tax status. This one-page description is what the Fund sends to banks and financial institutions when they request to know the qualified status of the Fund's Plans.

Your Guide to the YMCA Retirement Fund 7/24/2009
An easy-to-understand introduction to the Retirement Plan and Tax-Deferred Savings Plan.

Forms and publications are in PDF format and require Adobe Acrobat software.