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ELLA PENSION AND OTHER BENEFITS PROGRAMDirect Deposit Important Information This form authorizes Portico Benefit Services to directly deposit your ELLA benefit payments into your personal checking
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How to fill out elca retirement plan summary

01
To fill out the ELCA retirement plan summary, follow these steps:
02
Obtain a copy of the retirement plan summary form.
03
Gather all necessary information, such as personal details, employment history, and financial information.
04
Fill out the personal details section, including your name, address, social security number, and contact information.
05
Provide information about your current employer and any previous employers you have participated in the ELCA retirement plan with.
06
Enter your employment history, including dates of employment and job titles.
07
Disclose any pension or retirement benefits you may be eligible for through other employers or organizations.
08
Provide details about any beneficiaries you wish to designate for your ELCA retirement plan.
09
Complete the financial information section, including income details, assets, and liabilities.
10
Double-check all the information you have entered to ensure accuracy and completeness.
11
Sign and date the form.
12
Submit the completed retirement plan summary form to the appropriate ELCA retirement plan administrator.

Who needs elca retirement plan summary?

01
Anyone who is an active participant or a potential participant in the ELCA retirement plan needs to fill out the retirement plan summary.
02
This includes ELCA pastors, lay employees of ELCA congregations, and eligible church-related organizations.
03
Filling out the plan summary is crucial to keep the retirement plan administrators updated with accurate personal and financial information.
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The ELCA retirement plan summary is a document that provides an overview of the retirement benefits available to participants in the ELCA retirement plan.
Employers who offer the ELCA retirement plan to their employees are required to file the retirement plan summary.
The ELCA retirement plan summary can be filled out online through the ELCA retirement plan website or by contacting the plan administrator for assistance.
The purpose of the ELCA retirement plan summary is to inform participants about the retirement benefits available to them and how to access those benefits.
The ELCA retirement plan summary must include information about eligibility requirements, contribution limits, investment options, and distribution options.
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