403(b) Smart AccountACH Debit Authorization AgreementChange of AddressChange of NameDesignation of Beneficiary – for Current Y Employees
Contribution Limits Calculator Determine the maximum amount you can contribute
Retirement Goal LOG IN TO YOUR ACCOUNT
To update your address on record with the Fund.
To record your legal name change.
To authorize the Fund to have your annuity payments sent directly to your bank account.
To change your federal withholding amount for pension or annuity payments.
Procedures for filing and having approval of a QDRO with the Fund.
To authorize a representative to receive your personal information from the Fund.
Y retirees who find themselves in a financial crisis may apply for financial support from the YMCA Retirement Fund.
Log in under My Accounts to start the withdrawal process. If you are eligible, you will see a link to take a withdrawal in the left sidebar under Features.
For current Y employees only, to name designated beneficiaries in the event of your death. This form is not needed if you log in under My Accounts and designate your beneficiary online. (See the left sidebar under Features.)
For former Y employees, to name designated beneficiaries in the event of your death. This form is not needed if you log in under My Accounts and designate your beneficiary online. (See the left sidebar under Features.)
Para los actuales emlpeados de la YMCA, para nombrar sus beneficiarios en caso de su fallecimiento. Esta forma no es necesaria si se registra en "My Accounts" y designa a su beneficiario en línea. (Vea la barra lateral izquierda en "Features.")
Para los antiguos emlpeados de la YMCA, para nombrar sus beneficiarios en caso de su fallecimiento. Esta forma no es necesaria si se registra en "My Accounts" y designa a su beneficiario en línea. (Vea la barra lateral izquierda en "Features.")
To name designated beneficiaries for the Retired Death Benefit.
If you are married, you must have notarized spousal consent if you wish to designate less than 100% of your pre-retired benefits to your spouse.
To start or increase your savings with a 403(b) Smart Account. (Not available in Puerto Rico)
Para iniciar o hacer crecer sus ahorros con un 403(b) Smart Account. (No disponible en Puerto Rico)
To roll over your qualified retirement savings into the Fund. (Not available in Puerto Rico)
Instead of sending a check, this form will authorize the Fund to collect your employee contributions from your Y's bank account.
To enroll an eligible employee in the Retirement Plan. Please note: this application should be kept on file at your Y. Employees should be enrolled through YERDI.
Non Discrimination Coverage Testing Instructions
To be used to waive participation in the Retirement Plan if an employee is hired for the first time at age 60 or older by a Y that requires employee contributions to the Retirement Plan.
Log in under My Accounts to start the loan process. If you are eligible, you will see a link to apply for a loan in the left sidebar under Features.