Downloads |
On this page you will find downloads of useful documents and forms for Retirees. |
| SPACER |
An introduction to the Supplemental Healthcare, Adventist Retirement Plan (SHARP), a healthcare assistance plan for all eligible retirees and their eligible spouses. DOWNLOAD Date: 2008 |
Form to authorize the Adventist Retirement Plan to direct deposit payments and credits and/or debit adjustments for any credit errors, to a retiree's bank account. DOWNLOAD Date: October, 2005 |
Letter containing basic information on Parsonage Allowance issue for ordained ministers. DOWNLOAD Date: December, 2007 |
IRS Form W-4P withholding certificate for pension or annuity payments. Use this form to tell NAD Retirement Plans the correct amount of Federal income tax to withhold from your payment(s). DOWNLOAD Date: February, 2008 |
 Reporting a DeathSteps to follow when reporting the death of a retiree or a retiree's spouse. DOWNLOAD Date: March, 2006 |
Moving? Be sure to include ALL OF THE FOLLOWING INFORMATION: Name; Old address; New address; last 4 digits of SSN; Phone number, when you use this link to submit change of address information. Date: February, 2008 |
Has your marital status changed? If so, we need to know the following in the case of: Divorce - Your name; your SSN; your ex-spouse's name; date of divorce. Death of Spouse - Your name; your SSN; date of spouse's death. Marriage - Your name; your SSN; new spouse's name; new spouse's SSN; date marriage; does your new spouse already receive benefits from NAD Adventist Retirement Plans? Please include all of the requested information when you notify us about a change of marital status Date: November, 2003 |
The "Blue" book is the detailed policy book of the Seventh-day Adventist Retirement Plan of the North American Division, the defined benefit plan. This is the most current version, updated February, 2008. DOWNLOAD Date: June, 2008 |
The "Pink" book is a summary of the Seventh-day Adventist Retirement Plan of the North American Division, the defined benefit plan. It has been prepared to answer frequently asked questions, NOT to cover all features of the plan. DOWNLOAD Date: June, 2008 |