Forms and Publications

2025 Annual Report

A summary of the year's activities.

403(b) Savings Plan Enrollment Form

ACH Debit Authorization Agreement

Acuerdo de Reducción de Sueldo y Formulario de Inscripción en el Plan de Ahorro 403(b) del Fondo de Retiro de YMCA

Application to Participate in the 401(a) Retirement Plan

Change of Name

Designación de Beneficiario para Empleado Anterior

Designación de Beneficiario para los Empleados de la YMCA

Designation of Beneficiary for Former YMCA Employees

Designation of Beneficiary for the Retired Death Benefit Form

Designation of Beneficiary for YMCA Employees

Enrollment and Eligibility in the 401(a) Retirement Plan

Guide to Leaving and Retiring from Y Employment

IRS Form W-2 Instructions

IRS Form W-4P

IRS Form W-4R

Key Differences Between the Roth Account and the Tax-Deferred Account

One Fund, Two Plans

Online Security Tips

QDRO Procedures

Request for Release of Information to a Third Party Form

Retiree Emergency Assistance Program Application

Revocation of Waiver

Rollover Authorization Form

Roth Account Overview

Roth Catch-Up FAQs

Solicitud para participar en el plan de retiro 401(a) del fondo de retiro de la YMCA

Summary Plan Description Booklet (SPD)

Transmittal Calendar for YMCAs

Un fondo, dos planes

Waiver of Participation