Distribution Form

In order to save you time and effort, we do not post our distribution forms on our website. We want to help you complete the proper form the first time! To request a distribution form, please contact us via email or call us at (800) 844-8983.

Advantages of Keeping Your Money with Servant Solutions

Beyond our proven long-term track record, here are some things to consider:

Clergy Housing Allowance Preservation - Rollovers out of a Servant Solutions administered plan may not be eligible for the housing allowance exclusion in retirement.
Expenses - compare our investing costs with other plans and you will see that we average about half the cost of other plans.
Comprehensive Financial Guidance through our unique Financial Roadmap process. This service is available at NO CHARGE for our members.
Free estate planning documents allow you to prepare your legal documents (wills, Healthcare Power of Attorney, HIPAA Authorization, etc.) through our relationship with Principal Financial Group.
Autopilot Solutions - LifeFund Investment Management is offered at no additional cost.
Customer focused approach - we provide services tailored to your needs and will supply care and help for your surviving spouse.
Flexible distribution options