Forms and Publications

Form	What is this for?

403(b) Smart Account - English Version 5/26/2010	To start or increase your savings with a 403(b) Smart Account (Use our calculator to determine your contribution limits)
403(b) Smart Account - Spanish Version 4/16/2010	Para iniciar o hacer crecer sus ahorros con un 403(b) Smart Account (utilice nuestra calculadora para determiner sus límites de contribución)

Affidavit for Participants Unable to Locate Former Spouse 8/31/2010	To be completed if you have diligently used reasonable means to locate your former spouse, but have been unable to do so.

After-Tax Account 5/26/2010	For Retirement Plan participants only. To start or increase savings with an After-Tax Account.

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

Consent to Waiver by Former Spouse 8/31/2010	A waiver to be completed by your former spouse in the presence of a notary public.

Designation of Beneficiary – for current YMCA Employees 7/6/2010	For current YMCA employees only, to name designated beneficiaries in the event of your death
Designation of Beneficiary – for former YMCA Employees 7/12/2010	For former YMCA employees, to name designated beneficiaries in the event of your death.
Designation of Beneficiary — Spanish Version, para los actuales empleados de la YMCA 7/21/2010	Para los actuales emlpeados de la YMCA, para nombrar sus beneficiarios en caso de su fallecimiento.
Designation of Beneficiary – Spanish Version, para los antiguos empleados de la YMCA 6/25/2010	Para los antiguos emlpeados de la YMCA, para nombrar sus beneficiarios en caso de su fallecimiento.

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 6/30/2010	To authorize a representative to receive your personal information from the Fund.

Revocation of Waiver 3/31/2010	To revoke a waiver of participation in the Retirement Plan.

Rollover to the Tax-Deferred Savings Plan 2/12/2010	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.

For a Withdrawal Form, go to Your Accounts.

Publications

A Guide to Leaving & Retiring 10/12/2009
Options for your accounts if you leave the YMCA before you're ready to retire.

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

Fund Reports 8/20/2010

Download Annual and Mid Year Reports, Actuary and Auditor Reports, and Portfolios of Investments.

Fund Snapshot 8/31/2010

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 4/28/2010
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 5/26/2010
Restated Effective June 30, 2006 (Including Amendments through July 1, 2010)

Plan Document: Tax-Deferred Savings Plan 5/26/2010
Restated Effective January 1, 2009 (Including Amendments through July 1, 2010)

Retire…Rehire? 10/23/2009
Frequently asked questions on resuming YMCA employment after beginning retirement.

Summary Plan Description 3/12/2010
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 1/13/2010
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 5/20/2010
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.