Enrollment

The first step to enrolling your organization in the 403(b)(9) Church Retirement plan is to join Provision.

The enrollment packet contains all of the necessary forms to join the association and enroll your organization in the retirement plan.

If you need assistance, you can watch the associated video or contact us.

Distributions & Loans

There are two options for participants wanting to access the money invested in the 403(b)(9) account. If participants are still employed, they may take a Loan from their account.

Please see the Loan option below for details. If the participant is no longer employed by an employer that offers Provision or has retired, they can use a Distribution form to access their investments.