Forms

You can download forms you may need to complete for enrolling in the JRB Retirement Plan and making contributions and changes to your account.

• JRB Enrollment Packet
• Investment Change Form
• Fund Transfer Form
• Contribution Remittance Notice
• Beneficiary Change Form
• JRB Durable General Power of Attorney

Clergy can find information on tax preparation in IRS Publication 517, Social Security and Other Information of Members of the Clergy and Religious Workers.

If you need help in completing any of these forms or need a different form, please call us at JRB FREE (888-572-3733).