Please note that RCRP cannot give individual tax or investment advice. We recommend consulting a tax professional or financial planner.These initial options are:
Transfer/Rollover of Funds (if applicable). You may have funds, earned as a rabbi or cantor, in other retirement accounts such as an IRA or 403 (b) account that you want to transfer/rollover to your RCRP account. Check the FAQ section of our website for more information, and to confirm these funds are eligible to be transferred to RCRP. Let us know you have funds to rollover and we’ll send you instructions.
Fidelity Salary Deferral Form (to give to your employer)
PDF of RCRP Adoption Agreement (for view only)
PDF of RCRP Rollover Documentation Form (for view only)
PDF of RCRP Annual Parsonage Designation Request (for view only)