Retirement Planning
- Retirement Planning Checklist
- Fiduciary Committee Report
- Priests Retirement Plan Booklet
- RETA Trust Open Enrollment 20/21 Memo
- RETA Trust FAQ
- RETA Trust Life Insurance Beneficiary Form
- 403(b) Retirement Savings Plan with Fidelity
- Medicare Part A & Part B Sign Up Period
- Medicare Part B Only Enrollment
- Medicare Part B, EmployEE Form CMS-40B
- Medicare Part B, EmployER Form CMS-L564
- Submit your Medicare Part B application by:
- Apply Online https://secure.ssa.gov/mpboa/medicare-part-b-online-application/
- Fax or Mail to your local Social Security Office: https://secure.ssa.gov/ICON/main.jsp#officeResults
- Submit your Medicare Part B application by:
- Medicare Part D and Supplemental Plan: Contact Vicar for Clergy
- Pension information 2020
- Pension Direct Deposit Form 2020
- Pension Withholding Form - W-4P 2021
- Social Security Office - Change address, Retirement Estimator and more