Step 2 Plan Questionnaire BP | Secondary Sales | Plan Setup | Master Form Review your contact information arrowup6 First Name Last Name What is your church / organization email? Phone Number Street Address City State / Region Zip Tell us about your organization What is your church / organization legal name? Employer DBA Name Church/Organization Website? Number of Staff at your organization? How many worship service attendees do you have per week on average? Less than 7576 - 125126 - 250251 - 500More than 500 How does the IRS designate your organization? Church, 501(c)(3)Non-Church, 501(c)(3)Other How does the IRS designate your organization? How many employees have ministerial status (licensed, ordained, or commissioned)? Thank you for signing up for your denomination’s 403(b)(9) Retirement Plan. At Envoy Financial, we appreciate the opportunity to provide the ability for you to establish a Retirement Plan to prepare for your “Future Funded Ministry”. Please answer the following questions on the subsequent pages for us to begin the implementation process of your Retirement Plan. All entries are editable and will be saved as you click next at the bottom if each page. The Minister's Housing Allowance is one of the greatest tax benefits available to ordained, licensed, or commissioned ministers and comes from Section 107 of the Internal Revenue Code. For Housing Allowance purposes, the IRS does not differentiate between an active and retired pastor. This allows retired ministers to request that their distributions from their retirement account be designated as housing allowance. If you are human, leave this field blank. Next
