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Account Maintenance/Service

Withdrawals

  • Withdrawal Form

    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.

Beneficiary Designation

Saving

Plan Administration (for YMCA Employers)

  • ACH Debit Authorization Agreement

    Instead of sending a check, this form will authorize the Fund to collect your employee contributions from your Y's bank account.

  • Application to Participate

    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.

  • Application to Participate - Spanish Version

    Para inscribir a un empleado elegible en el Plan de Retiro. Tenga en cuenta: esta solicitud debe mantenerse en el archivo de su Y. Los empleados deben estar inscritos a través de YERDI.

  • Revocation of Waiver

    To revoke a Waiver of Participation in the Retirement Plan.
  • Waiver of Participation

    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.

  • YERDI Eligibility Tracking FAQs

    Answers to the most commonly asked questions for working with YERDI Eligibility Tracking.

Loans

  • Loan Application

    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.

Account Maintenance/Service

Withdrawals

  • Withdrawal Form

    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.

Beneficiary Designation

Saving

Plan Administration (for YMCA Employers)

Loans

  • Loan Application

    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.

Account Maintenance/Service

Beneficiary Designation

Saving

Beneficiary Designation

Saving

Plan Administration (for YMCA Employers)

  • ACH Debit Authorization Agreement

    Instead of sending a check, this form will authorize the Fund to collect your employee contributions from your Y's bank account.

  • Application to Participate

    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.

  • Application to Participate - Spanish Version

    Para inscribir a un empleado elegible en el Plan de Retiro. Tenga en cuenta: esta solicitud debe mantenerse en el archivo de su Y. Los empleados deben estar inscritos a través de YERDI.

  • Revocation of Waiver

    To revoke a Waiver of Participation in the Retirement Plan.
  • Waiver of Participation

    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.

  • YERDI Eligibility Tracking FAQs

    Answers to the most commonly asked questions for working with YERDI Eligibility Tracking.