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Our Applications & Forms

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Complete and submit our applications online. When you open an investment account with Timothy Plan, you'll discover a full spectrum of biblically responsible mutual funds and services designed to help you meet your investing needs while simplifying life. Call +1 (800) 846-7526 or chat online if you need any assistance.

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A retirement plan for non profits the 403b

403(b)(7) Custodial Packet

Roth IRA retirement plan for the individual

Roth IRA Investor Packet

Simple IRA Retirement Investment for Individuals

Simple IRA Investor Packet

Savings Plan for Education Coverdell

Coverdell Investor Packet

Traditional and SEP IRA investment option

Traditional & SEP IRA
Investor Packet

403(b)(7) New Account Application

New Account Application 403(b)(7) Form A

Coverdell New Account Application

New Account Application Coverdell Form A

ROTH IRA new account application

New Account Application Roth IRA Form A

Simple IRA New account application

New Account Application Simple IRA Form A

non retirement new account

New Account Application Non-Retirement Form A

Traditional and SEP IRA New account

New Account Application Traditional & SEP IRA Form A

Special Request Automatic Investment Plan

Automatic Investment Plan Special Request Form A

Coverdell Form B Request for Transfer

Request for Transfer Coverdell Form B

Roth IRA Request for transfer

Request for Transfer Roth IRA Form B

Non Retirement Request for Transfer

Request for Transfer Non-Retirement Form B

Simple IRA Request for Transfer

Request for Transfer Simple IRA Form B

Traditional and SEP IRA Request for Transfer

Request for Transfer Traditional & SEP IRA Form B

Letter of Intent Special Request

Letter of Intent Special Request Form B

Traditional and SEP IRA Request for direct rollover

Request for Direct Rollover Traditional & SEP IRA Form C

Distribution Withdrawal Request Coverdell

Distribution Withdrawal Request Coverdell Form C

Donor Donee Transfer of Shares Special Request

Donor / Donee Transfer
of Shares Special Request Form C

Simple IRA 5304 5305 Article VI Withdrawal

5304 & 5305 Article VI Withdrawal Simple IRA Form D

Designation or Change of Beneficiary

Designation or Change of Beneficiary Coverdell Form D

Systematic Portfolio Change

Systematic Portfolio Change Special Request Form D

Employee Notification and Salary Reduction

Employee Notification
and Salary Reduction Simple IRA Form E

Account for Minors application

Account for Minors Special Request Form E

403(b)(7) Salary Reduction Agreement

Salary Reduction Agreement 403(b)(7) Form B

403(b)(7) Request for Transfer or Rollover Application New Account Application

Request for Transfer or Rollover Application 403(b)(7) Form C

Distribution Request 403b7

Distribution Request 403(b)(7) Form F

Distribution Request Special Request

Distribution Request Special Request Form F

Transfer on Death Registration

Transfer on Death Registration Non-Retirement Form L

Change in registration

Change in Registration Non-Retirement Form N

Successor Custodian Designation

Successor Custodian Designation Non-Retirement Form O

Employer Sponsored Transmittal

Employer Sponsored Transmittal Special Request Form S

Change of Beneficiaries Special Request

Change of Beneficiaries Special Request Form T

Special Request Recharacterization Request

Automatic Investment Plan Special Request Form U