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Forms and information

403b

FORMS

403b Online Membership Application

Complete the Electronic Membership Application Form below

403 PDF Memebership Application

403 Retirement plan membership application form in pdf

403b Roll-over Request Form

Used to liquidate all or portion of the investments and assets, of the account and is necessary to process a distribution.

403b Salary Reduction Agreement

Use to contribute to the Servant Solutions Retirement Plan

FOR ADDITIONAL HELP

COGBF Financial Solutions has partnered with Servant Solutions to provide you with the very best in retirement options. With 69 years of experience, Servant Solutions is uniquely qualified, and we will work together to administer the details of your account. 

If you have additional questions or concerns about completing the forms listed above, please contact Wendy Hope at using the contact link to the right. 

The contact information for Servant Solutions is listed on each form.  Please feel free to contact them directly for additional help.