1. Review eligibility requirements and contribution obligations for your ministers and employees. If there have been or will be any changes from what is reflected in previously completed and executed Eligibility and Contributions Sheet(s), complete and execute a new form documenting current or future eligibility requirements and contribution obligations.
2. File and retain indefinitely the completed and executed Eligibility and Contributions Sheet along with your copy of the Annuity Plan document and any Eligibility and Contributions Sheet(s) previously completed and executed by your church or organization.
