BIC U.S. Retirement Plan

The BIC Foundation administers 403(b)(9) retirement accounts for BIC U.S. congregations, their pastors, and employees interested in participating through pre-tax employer non-elective, employer matching, employee salary reduction, and/or rollover contributions.

Log In Online

For existing customers, click the button below to manage your 403(b) retirement account online.

For new customers, complete the following steps to enroll.

• Participant Portal Enrollment Instructions (See instructional video below)

Plan Enrollment Forms

You can return any completed forms via the Secure Upload Portal at the bottom of the page.

Employee Forms

Full Electronic Enrollment

• Electronic Participant Enrollment Instructions

Paper Enrollment Process

• Full Enrollment Packet (steps 1-5* with instructions)
• Welcome Letter
• Enrollment Instructions

Steps*

1. Salary Reduction Agreement
2. Enrollment Form
3. Beneficiary Designation or Change Form
4. Investment Election Form
5. W-9 Form

* All steps are required for enrollment.

Employer Forms

• Multiple Employer Plan Participation Agreement Addendum | Addendum Instructions
• 2024 Coupon (.xlsx) | 2024 Coupon (.pdf) | Coupon Instructions
• How to Use Online Coupon DVC
• Online Coupon Format for Uploading to DVC (.xlsx)

Distribution Forms

Download the Distribution Request Form below, review the Special Tax Notice, and return the distribution form via the Secure Upload Portal at the bottom of the page.

• Distribution Request Form
• IRS Special Tax Notice – 2023

403(b) Loans

You can return any of the loan forms via the Secure Upload Portal below.

• Loan Policies, Procedures, & Application
• Application Instructions
• Qualified Plan Loan Offsets and Plan Loan Offsets

Helpful Tools

• Deferral Worksheet
• Trust Beneficiary Certification Form