Helping school employees of San Diego County, Riverside County, and Imperial County save for retirement.

 

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Investment Options 

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3121 Plan Portal

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Plan Forms

 

Forms provided below are to be used by FBC Member District employees to establish and account and/or manage their 403(b) and 457(b) plan retirement accounts. 

 

Nationwide Plan Forms

If your Investment Provider is Nationwide use the forms below to manage your account. 

 

                                                                                                 Form Instructions

Complete Enrollment Packet
     FBC Nationwide Enrollment Form
     FBC Salary Reduction Agreement
     FBC Transfer In/Rollover In Request Form
2015 Maximum Contribution Worksheet
2014 Maximum Contribution Worksheet
Beneficiary Designation Form
Address/Name Change Form
Outgoing Exchange Form
Distribution / Rollover Form
403(b) Hardship Application
457(b) Unforeseeable Emergency Form
Loan Application
Excess Contribution Correction Form
Meeder Account Application
Nationwide ProAccount

 

General Forms

If your Investment Provider is not Nationwide use the forms below.

 

                                                                                    Form Instructions

FBC 403(b) Exchange Authorization Form
FBC 403(b) Dist./Rollover Authorization Form
FBC 403(b) Hardship Authorization Form
FBC 403(b) Loan Authorization Form
 
FBC Salary Reduction Agreement
2015 Maximum Contribution Worksheet
2014 Maximum Contribution Worksheet
 

 

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